Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas

Buy Hold Sell, by Livewire Markets

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3M ago 10:25

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Each year, a fund manager is added to the Hall of Fame. It's an illustrious list, including only the best of the best Australian funds management talent - the likes of Olev Rahn, Kerr Neilson, Peter Morgan, Anton Tagliaferro, Catherine Allfrey and more.

Given another name will be added to the list later this month, we've called on the big guns - Hall of Fame alumni Chris Kourtis from Ellerston Capital and Matt Williams from Airlie Funds Management, who were inducted into the Hall of Fame in 2018 and 2022 respectively.

With a unique opportunity to have two Hall of Famers in one room, Livewire decided that the best use of their talent would be to pick apart each other's highest-conviction stock picks.

So, in this episode, Matt and Chris share their best ideas today - and joyfully point out the holes in each other's theses.

Note: This episode was recorded on Tuesday the 8th of October 2024. You can read the edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-2-hall-of-fame-investors-analyse-each-other-s-best-ideas

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