Buy or Sell

← Buy or Sellhace 6 días · 10 min

2 experts put their best stock picks to the test

2 experts put their best stock picks to the testhace 6 días10 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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