Buy or Sell

← Buy or Sell6 dagen geleden · 10 min

2 experts put their best stock picks to the test

2 experts put their best stock picks to the test6 dagen geleden10 min

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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