Скачать с ютуб How to seperate a good quality stock from a good quality company в хорошем качестве

How to seperate a good quality stock from a good quality company

Investing is the antithesis of easy - picking up companies with strong balance sheets or attractively priced stocks is only one-half of the job. The combination of both criteria is where the war is really fought. In this edition of Expert Insights, Ned Bell of Bell Asset Management discusses what it takes to find those companies with the magic touch. Ned's brought along three stocks that the team has owned before but is waiting for the right moment (i.e. a relative bottom) for them to buy back in. He says we're poised for a return to a love of quality names after three years of counterintuitive price action. Speaking of counterintuitive price action, big tech stocks have had a huge run-up during the pandemic. But as those valuations come back to earth, Ned says he's not selling out of all big tech just yet. Why and which names will survive?