
← Buy or Sellvor 6 Tagen · 10 Min.
2 experts put their best stock picks to the test
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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