Buy or Sell
Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now. Hosted on Acast. See acast.com/privacy for more information.
We asked ChatGPT, Claude and Gemini to pick ASX growth stocks
Can Claude, ChatGPT and Gemini pick the best ASX-listed growth stocks over the next 12 months?
We asked these LLMs just that, then put the picks before Ben Clark from TMS Private Wealth and Julia Lee from Shaw and Partners Asset Management to get their take.
Plus they each pitch the one stock they’re backing for growth over the next 12 months.
Chapters:
00:00 Can AI Pick Winning ASX Stocks?
01:21 Xero: Buy or Sell?
04:11 TechnologyOne: Buy or Sell?
06:02 Life360: Buy or Sell?
08:00 Ja...
Start positioning for rate cuts (and here’s 3 stocks to do that)
With rate hikes on everyone’s minds and wallets - today’s guests think we should already be positioning our portfolios for cuts.
They take us through 3 stocks you can use to do that.
Plus they each share the one stock they’d be avoiding when rates start cutting.
Stocks Mentioned:
JB Hi-Fi (ASX: JBH)
Goodman Group (ASX: GMG)
REA Group (ASX: REA)
Insurance Australia Group (ASX: IAG)
Computershare (ASX: CPU)
Chapters:
00:00 Rate Hikes and Future...
6 Aussie miners winning thanks to AI and robotics
Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take.
Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings.
Stocks Covered:
Iluka Resources (ASX: ILU)
Alcoa Corporation (ASX: AAI)
BHP Group (ASX: BHP)
Capstone Copper (ASX: CSC)
Liontown (ASX: LTR)
PLS Group (ASX: PLS)
Chapters:
00:11 Iluka: Rare Earths or Too Soon?
02...
3 of Australia’s most shorted stocks (and 2 BIG buys)
Are these 3 heavily shorted ASX stocks ripe for opportunity?
We asked Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton for their take.
Plus, these experts each name one big buy they are backing today.
Stocks Mentioned:
Boss Energy (ASX: BOE)
ZIP Co (ASX: Z1P)
Domino's Pizza (ASX: DMP)
Codan (ASX: CDA)
Resmed (ASX: RMD)
Chapters:
00:11 Boss Energy: Why Both Guests Say Sell
02:28 Zip: Two Buys On Fast Growth
05...
How to build the ultimate passive income portfolio with ETFs
How would you build an income portfolio with just three ETFs?
We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory.
They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out.
ETFs mentioned:
Vanguard Australian Shares High Yield ETF (ASX: VHY)
Talaria Global Equity Fund Complex ETF (Cboe: TLRA)
Plato Income Maximiser (ASX: PL8)
Qualitas Real Estate...
People’s choice: The 10 most popular ETFs right now
You picked them, these experts are rating them.
In this ETF special, Daniel Kelly from Viola Private Wealth and Andrew Wiedlandt from DP Wealth Advisory are giving their Buy or Sell take on 10 ETFs voted for by you - the Equity Mates community!
ETFs mentioned:
Betashares Asia Technology Tigers ETF (ASX: ASIA)
Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)
Betashares Global Cybersecurity ETF (ASX: HACK)
Betashares Nasdaq 100 ETF (ASX: NDQ)
Betashares Space Industry ETF (ASX: RCKT)
Betashares Global Royalties...
2 experts put their best stock picks to the test
Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others.
Nick Healy from WAM and Doug Isles from GCQ give us their take on:
Intercontinental Exchange (NYSE: ICE)Visa (NYSE: V)Fair Isaac Corp (NYSE: FICO)Safran (EPA: SAF)Chapters:
00:00 Introduction
01:02 ICE’s Exchange Advantage
02:56 Visa’s Powerful Network Effect
06:14 Safran’s Valuation Debate
07:46 FICO’s Pricing Power Debate
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Want more Equity Mates? Across books...
Is one of the world's best AI stocks cheap? Two experts can't agree
TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history.
GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning.
Stocks Mentioned:
Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330)
Chapters:
00:00 TSMC: Opportunity or Warning?
01:14 Why TSMC Dominates Chips
05:41 Can AI Spending Continue?
10:30 TSMC’s Biggest Risks
15:48 What Change...
8 high growth ASX stocks, reviewed by the experts
Looking for your next ASX growth stock?
We asked the Equity Mates community which companies they wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on eight of the most requested names.
Stocks Mentioned:
Ramelius Resources (ASX: RMS)
Sandfire Resources (ASX: SDR)
Sunrise Energy Metals (ASX: SRL)
Beach Energy (ASX: BPT)
Artrya (ASX: AYA)
SKS Technologies (ASX: SKS)
Tasmea (ASX: TEA)
Megaport (ASX: MP1)
...
Your top ASX stocks, analysed by the experts
In this episode, we put your most requested ASX stocks under the microscope.
You voted for the companies you wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on names including CBA, CSL, ResMed, Fortescue, TechnologyOne and more.
Stocks Mentioned:
Soul Patts (ASX: SOL)
ResMed (ASX: RMD)
CSL Limited (ASX: CSL)
Aristocrat Leisure (ASX: ALL)
Technology One (ASX: TNE)
Fortescue (ASX: FMG)
Commonwealth Bank (ASX: CBA)
...
5 Aussie companies with exceptional revenue growth: TNE, SXE, 360, & More!
Brittany Isakka and Claudia Kwan go head-to-head on some of the ASX’s fastest-growing companies, weighing strong revenue growth against increasingly stretched valuations. Plus, they reveal the growth opportunities they’re most excited about right now.
Stocks Mentioned:
Technology One (ASX: TNE)
Southern Cross Electrical (ASX: SXE)
Life360 (ASX: 360)
Dicker Data (ASX: DDR)
Janus Electric Holdings (ASX: JNS)
Chapters:
00:37 Technology One’s AI Advantage
03:40 Southern Cross: Electrification Play
07:03 Life360: Buy or Sell?
11:14 Dicker Data’s Growth C...
5 ASX stocks exposed to the new commodities supercycle
It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittany Isakka and Northstar Impact’s Claudia Kwan for their analysis of five of these very stocks.
Stocks Mentioned:
Pilbara Minerals (ASX: PLS)
Chrysos Corporation (ASX: C79)
Sims (ASX: SGM)
Vysarn (ASX: VYS)
Bannerman Energy (ASX: BMN)
Chapters:
00:34...
Income imposters or dividend darlings? We put 5 Aussie stocks to the test
Today’s stocks are all about income. So which of the bunch are the dividend darlings and which are imposters. Ally is joined by Mike O’Neill from IML and Matt Haupt from Wilson Asset Management to find out.
Stocks Mentioned:
Wesfarmers (ASX: WES)
Cleanaway Waste Management (ASX: CWY)
Brambles (ASX: BXB)
Macquarie Group (ASX: MQG)
CSL Ltd (ASX: CSL)
Chapters:
00:00 Introduction
02:26 Wesfarmers: Buy or Sell?
04:23 Cleanaway Debate
05:53 Brambles Divides Opinions
09:03 Macquarie: Value or E...
2 fundies disagree on Goodman Group: Who’s right?
Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong.
Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.
Who's right? We’re about to find out.
Stocks Mentioned:
Goodman Group (ASX: GMG)
Chapters:
00:00 Introduction
00:34 Bull vs Bear Case
01:56 Is Goodman Overvalued?
04:49 Insider Selling & Approvals
07:40 AI Risks & Balance Sheet
10:49 Data Centre Pivot
12...
Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
Are the hyperscalers all hype? Or are investors hopes well placed?
We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts.
Stocks Mentioned:
Alphabet (NASDAQ: GOOGL)
Meta Platforms (NASDAQ: META)
Amazon (NASDAQ: AMZN)
Microsoft (NASDAQ: MSFT)
Chapters:
00:00 Introduction
00:55 Alphabet: Buy Despite Spending
03:23 Meta: Monetization Debate
07:51 Amazon's Massive AI Bet
09:42 Can Hyperscalers Keep Winning?
11:57 Compute vs Models Debate
13:39...
Is the hype real on these 5 global stocks?
Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar.
Stocks Mentioned:
SpaceX (NASDAQ: SPCX)
SK Hynix (KRX: 000660)
Eli Lilly (NYSE: LLY)
10X Genomics (NASDAQ: TXG)
Revolution Medicines (NASDAQ: RVMD)
Chapters:
00:00 Introduction
00:50 SpaceX: Buy or Sell?
05:04 SK Hynix: AI Memory Play
11:19 Eli Li...
3 fundies put each other's top global ideas to the test
3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches.
No holds allowed. It’s Buy or Sell!
Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls.
Chapters:
00:00 Introduction
00:27 Neowiz's Surprising Value
01:49 Nubank's Growth Strategy
04:53 Uber's Autonomous Future
Stocks Mentioned:
Neowiz (KOSDAQ: 095660)
Nu Holdings Ltd. (NYSE: NU)
Uber Technologies Inc (NY...
4 fundies stress-test each other's best ASX stock picks
One Room. Four fund managers. Four stock calls. No fence sitting.
Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks.
Stocks Mentioned:
SkinKandy (ASX: SK1)
Service Stream (ASX: SSM)
Codan Limited (ASX: CDA)
EVT Ltd (ASX: EVT)
Eagers Automotive Ltd (ASX: APE)
Chapters:
00:00 Morgan Stanley Stock Picks Begin
00:34 SkinKandy’s...
3 spicy fan favourites (and 2 BIG speccy buys)
Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management.
Plus we challenge each of them to pitch a speccy buy of their own.
Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions!
Have stock you want to hear debated on the show? Send them to our voicemail here or pitch them in our facebook community
Stocks Mentioned:
...5 smashed ASX software stocks that could rebound
Are we seeing signs of a turnaround in software stocks?
In this episode, Luke Laretive from Seneca and Hayden Beamish from Endeavor take a look at some of Australia’s SaaSpocalypse victims to see which ones could be in for a rebound.
Stocks Mentioned:
REA Group (ASX: REA) Zip Co (ASX: Z1P) Xero (ASX: XRO) Life360 (ASX: 360) Siteminder (ASX: SDR)
Chapters:
00:00:00 Introduction
00:00:38 REA’s Durable Property Moat
00:02:47 Zip’s Remarkable Turnaround
00:05:17 Xero Faces AI Questions
00:09:01 Life360’s Disrupti...
4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda
While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble.
James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell.
Chapters:
00:00:00 Introduction
00:00:39 ING Group: Banking Compounder
00:02:39 Brookdale Senior Living Boom
00:04:41 Sage Group’s AI Opportunity
00:06:32 Why IWG Could Win
00:08:46 Sponsor Me...
5 companies quietly taking a cut of your everyday life
The products and services you use everyday are getting more and more expensive.
What if you too, could benefit from these increases?
Today’s guests, Chloe Stokes from Forager and James Rodda from Antipodes, discuss five stocks that are quietly clipping the ticket on our everyday lives to learn if we can profit from that too.
Stocks Mentioned:
Tesco (LON: TSCO)
Wise Group PLC (NASDAQ: WSE)
Flutter Entertainment (NYSE: FLUT)
Yeti Holdings (NYSE: YETI)
Chime Financial (NASDAQ: CHYM)
...
2 fundies analyse each other's best ideas (+ 2 HUGE sells)
Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of.
Stocks Mentioned:
Codan (ASX: CDA)
Channel Infrastructure NZ (ASX: CHI)
ServiceStream (ASX: SSM)
NRW Holdings (ASX: NWH)
WiseTech Global (ASX: WTC)
4DMedical (ASX: 4DX)
Chapter Timestamps:
00:00 Introduction
00:49 Coda...
4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder
If you want a little-known stock to impress your friends at your next dinner party, this episode is for you. Today, Rachel Folder from Pendal and Andrew Mitchell from Ophir take a look at some undiscovered small-cap gems of the ASX.
Stocks Mentioned:
Southern Cross Electrical Engineering (ASX: SXE), G8 Education (ASX: GEM), Duratec (ASX: DUR), SkinKandy (Upcoming IPO, SK1)
Chapters:
00:00 Introduction
00:29 Southern Cross Electrical Engineering: Buy Debate
03:24 G8 Education: Buy or Sell
08:24 Duratec: Defense Growth Play
11:01 Skin Candy: Retail Expansion
6 dogs due for a rebound with Henry Jennings and Ben Clark
Henry Jennings and Ben Clark look at some of the worst performing stocks over the last 12 months and analyse the possible turnarounds.
Plus they each bring along a dog today that they think should be let out of the doghouse – a stock that could rebound over the next few months.
Stocks mentioned:
ResMed (ASX: RMD)
Catapult Sports (ASX: CAT)
CSL (ASX: CSL)
Goodman Group (ASX: GMG)
WiseTech Global (ASX: WTC)
IGO (ASX: IGO)
Chapters:
00:23 ResMed: Bull vs...
5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Which stocks will you look back on ten years from now and think “I wish I bought it back then!”
Henry Jennings from Marcus Today and Ben Clark from TMS Private to debate five stocks; from a healthcare giant riding Australia's ageing population boom, to a controversial drone company trading at 81 times forward earnings — plus their single best stock pick for the next ten years.
Stocks mentioned:
Ramsay Health care (ASX: RHC)
Mineral Resources (ASX: MIN)
DroneShield (ASX: DRO)
Soul Patts (ASX: SOL)
Maas G...
5 set and forget stocks with Jun Bei Liu and Anthony Aboud
Markets have been incredibly volatile this year - it feels like every day a new tweet from Trump changes the status quo. So, what if you could hold a few stocks in the bottom drawer that could help sail you through the storm?
We’re joined by Anthony Aboud from Perpetual and Jun Bei Liu from TenCap to analyse five portfolio staples.
Stocks mentioned:
Commonwealth Bank (ASX: CBA)
Soul Patts (ASX: SOL)
Rio Tinto (ASX: RIO)
Cobram Estate Olives (ASX: CBO)
Cuscal (ASX: CC...
5 Aussie stocks flying in 2026 with Jun Bei Liu & Anthony Aboud
Welcome to Buy or Sell, Equity Mates’ newest show, dedicated to helping you discover the hottest investment ideas in markets.
Host Ally Selby is joined by Jun Bei Liu from TenCap and Anthony Aboud from Perpetual who are diving into five stocks that are off to the races in 2026.
Can this momentum continue?
Stocks mentioned:
Viva Energy (ASX: VEA)Lynas Rare Earths (ASX: LYC)Macmahon Holdings (ASX: MAH)Alcoa Corporation (ASX: AAI)New Hope (ASX: NHC)Chapters:
00:00 Veeva Energy: Profits Won’t Last
02...
Introducing: Buy or Sell
Coming soon: Buy or Sell. In just 10 minutes two expert investors pitch the stocks they're buying and selling right now. Hosted by Ally Selby, from Equity Mates Media - you're in for a fast-paced, stock-heavy, high-energy ride. New episodes every Friday starting April 17th.
Buy or Sell 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...
