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The Good, the Bad and the Ugly: Livewire Live 2024

Get an edge in equities as these four fund managers discuss their best ideas, what they are cautious about and reveal the potholes they are avoiding right now. Dr David Allen, Head of Long/Short Strategies, Plato Investment Management Ben Griffiths, Executive Chairman, Eley Griffiths Group James Hawkins, Partner & Head of the Catalyst Fund, L1 Capital Dushko Bajic, Head of Australian Equities Growth, First Sentier Investors Moderator: Matthew Kidman, Chief Investment Officer, Centennial Asset Management Time codes 0:00 – Introduction 1:40 – The “Good” 1:47 – Positive themes in enterprise software 5:58 – Dushko Bajic’s ASX tech pick and why 9:02 – The rotation out of financial stocks and emerging value in resources 11:00 James Hawkins’ value resource pick 13:16 – The trend towards positive cost-management practises in small and mid caps 15:37 – Ben Griffiths’ top pick for cost management 17:15 – Defence spending as a rising growth theme 19:01 – Dr David Allen’s latest healthcare pick and the end to the opioid crisis 22:40 – “The Bad and the Ugly” 23:00 – Two companies that should stick to a singular focus 26:50 – The challenging times for the Big Banks 29:00 – Concerns in the energy sector 31:00 – Tesla’s trials 32:52 – Seek’s lost decade 35:02 – The embattled Chinese property market and the contagion effect 37:00 – The Covid hangover in the Office sector and a short position 38:00 - Audience questions 38:13 – Why First Sentier invested in Wisetech, given initial valuations 39:30 – James Hawkins’ thoughts on Mineral Resources 41:22 – The opportunity set in defence companies 42:16 – Ben Griffiths’ worst investment and the lessons he learnt from it. Follow us: Linkedin:   / livewire-markets   Twitter:   / livewiremarkets   Google: https://news.google.com/publications/... 🎧 Listen to our podcasts 🎧 📊 The rules of Investing Spotify 🎙️: https://open.spotify.com/show/4yjyRDX... Apple Podcasts 🍏: https://podcasts.apple.com/au/podcast... 📈 Buy Hold Sell Spotify 🎙️: https://open.spotify.com/show/1RVgsnq... Apple Podcasts 🍏: https://podcasts.apple.com/au/podcast... General Advice Warning Livewire gives readers access to information and educational content provided by financial services professionals and companies (”Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.