7 standout stocks from our research trip in the US

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Market Mixers

Ally Selby and Armina Rosenberg

4 episodes

1 week ago

Welcome to Market Mixers, your latest excuse to shake (not stir) up your investment ideas. Join former finance journalist Ally Selby and Minotaur Capital portfolio manager Armina Rosenberg (aka “Arms”) on their mission to make finance fun, approachable, and a little bit spicy.

Investing

Business

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All content for Market Mixers is the property of Ally Selby and Armina Rosenberg and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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7 standout stocks from our research trip in the US

Market Mixers

27 minutes 18 seconds

1 month ago

7 standout stocks from our research trip in the US

Welcome to the new and improved Market Mixers (so long, Stocktails) - your latest excuse to shake (not stir) up your investment ideas. Join Minotaur Capital's Ally Selby and Armina Rosenberg (aka “Arms”) as they sit down to deliver a healthy dose of investment insights alongside some cocktail chaos. In this episode, we're doing something a little different. We dive into Arms' latest research trip in the US, what it is actually like on the ground, as well as some of the companies that stood out from the 30 she saw while she was there. From a satellite company and a haircare product company, to SaaS players, biotech and medtech companies, and even the gaming company that makes GTA, we dissect the companies that really impressed, as well as two huge disappointments. Timecodes: 0:00 - Intro 1:03 - Cocktail making 1:52 - What it's actually like on the ground in the US 6:06 - Standout stocks from the trip 9:39 - A meeting with a possible AI investor relations bot11:25 - The most disappointing meeting - Stride (NYSE: LRN) 12:27 - Common themes that emerged from the trip: AI, defence, energy, healthcare18:14 - Is it worthwhile meeting with companies in the new AI world19:51 - How to turn the noise into actual insights 20:40 - New additions to the portfolio off the back of the trip - Robinhood (NASDAQ: HOOD) and Atlassian (NASDAQ: TEAM)23:01 - Why we have trimmed Super Micro (NYSE: SMCI)24:01 - A company that surprised us - Olaplex (NASDAQ: OLPX)25:02 - US market wrap-up and dispersion in outlook for companies

Music: https://www.youtube.com/watch?v=epQ2B6Ef5fwVideography: Robert ParkerEditing: Ally Selby, Robert Parker Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).