Buy Hold Sell: 4 stocks with big aspirations

Buy Hold Sell

Livewire Markets

After a two week break Matthew Kidman of Centennial Asset Management hosts two new panelists, in Marc Whittaker of Investors Mutual, and Joe Magyer of Lakehouse Capital. Technology and software companies are a growing part of the market, the panel discuss four home-grown software companies with big aspirations.


Key points 

  • In some cases expectations for tech stocks had run far too high, a number of the companies have now come back to earth.
  • Keep an eye out for companies that may be reliant on raising more funds to sustain their growth.
  • In some cases the valuations are high but there appears to be some attractive growth prospects.
  • Joe describes one company as a ‘beautiful stock’.
  • We even learn which tech company has caught the attention of the award winning smallcap team at Investors Mutual.

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Buy Hold Sell

Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.

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