Video Description

Buy or Sell is back! One of our favourite episode formats is back in your podcast feeds, with a brand new host. Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital (https://www.minotaurcapital.com/), unpacks what stocks expert investors are buying and selling. Today, Ally is joined by Jun Bei Liu, Founder & Portfolio Manager at Ten Cap (https://www.tencap.com.au/). Watch to hear where Jun Bei is seeing opportunities in markets today. 00:00 Introduction 00:42 Ten Cap & Fund Strategy 02:48 Stockland & Property Trusts 03:05 GemLife 03:34 Boral (Seven Group) 03:38 Harvey Norman 03:41 JB Hi-Fi 03:45 Universal Store 04:39 BHP 05:12 A2 Milk 05:54 ASX 9:10 Woolworths 9:53 REA Group 12:54 Cuscal (CCL) 16:09 DroneShield 18:00 Goodman Group 18:35 NextDC 18:47 Infratel 19:13 Megaport 20:17 Life360 22:00 How to manage behavioural economics ——— Looking for some of our favourite research tools? • Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-StepChecklist) • Find company information on TIKR (https://www.tikr.com/?ref=equitymates) • Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc=KRTPWMVXHJNQ425B&affid=f3dc7b49528d8c16479a604fa777b185) • Research reports from Good Research (https://goodresearch.com.au/ref/equitymates/) • Track your portfolio with Sharesight (https://www.sharesight.com/au/equitymates/) ——— Want to get involved? - Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subscribe?ref=FKJsJ4smw9 - If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu2RPyPS7vwuAztip) | (https://podcasts.apple.com/us/podcast/headlines-by-equity-mates/id1793486918) - Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) - Join the conversation in the Facebook Discussion Group https://www.facebook.com/groups/equitymates - Looking for professional financial advice? https://equitymates.com/advice/ - Check out our 2 bestselling books: https://equitymates.com/books/ - Instagram: https://www.instagram.com/equitymates/ - X: https://twitter.com/EquityMates - TikTok: https://www.tiktok.com/@equitymates - LinkedIn: https://www.linkedin.com/company/equity-mates/ ——— Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.