If the mainstream media has caught on to a theme, you know it’s too late to get in. This time was no exception. When 60 Minutes claimed to have uncovered the “big Aussie short”, on the 21st of February, the big 4 banks were languishing near 5-year lows. Since then ANZ is up 9.6%, Westpac is up 8%, NAB is up 7.8% and CBA is up 2.6%. With housing-exposed stocks rallying off their lows, we thought we'd take the opportunity to discuss some of these stocks on an individual basis. In this episode of Buy Hold Sell, we spoke to Ben Rundle from NAOS Asset Management and Don Williams from Platypus Asset Management to see what their view in on a selection stocks exposed to the housing market. Read the full article to access a transcript of the discussion.