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Artwork for Buy or Sell
New Hope
Codan
Megaport
CSL Limited
Viva Energy
Commonwealth Bank Of Australia
Rio Tinto
NRW Holdings
Lynas Rare Earths
AI and Data Centers
Channel Infrastructure
Servicestream
Alcoa
Soul Patts
Cuscal
Cobram Estate
ASX Small Caps
Wisetech

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.

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Artwork for Buy or Sell

Latest Episodes

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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 se... more

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Recent Guests

Rachel Folder
Small cap expert from Pendal
Pendal
Episode: 4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder
Andrew Mitchell
Small cap expert from Ophir
Ophir
Episode: 4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder
Henry Jennings
Market analyst, Marcus Today
Marcus Today
Episode: 5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Ben Clark
Investor, TMS Private
TMS Private
Episode: 5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Jun Bei Liu
Investment professional from TenCap
TenCap
Episode: 5 Aussie stocks flying in 2026 with Jun Bei Liu & Anthony Aboud
Anthony Aboud
Investment professional from Perpetual
Perpetual
Episode: 5 Aussie stocks flying in 2026 with Jun Bei Liu & Anthony Aboud

Host

Ally Selby
Host of the show; leads discussions, frames stock ideas, and guides conversation with guests.

Reviews

3.1 out of 5 stars from 12 ratings
  • Hi I think it is not working

    I am doing what is told witch is buy everything but it is not working 🤷🏻‍♂️

    Apple Podcasts
    5
    King toast🍞
    United States25 days ago
  • People over profits

    Financial capitalism is an even more sinister form of capitalism than industrial capitalism because at least with industrial capitalism we sometimes got quality products. Financial capitalism is built purely on speculation and selling our children’s future.

    Apple Podcasts
    1
    Please I’m Begging You
    United Statesa month ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#75
United States/Business/Investing
Apple Podcasts
#250
United States/Business
Apple Podcasts
#15
United Kingdom/Business/Investing
Apple Podcasts
#42
Canada/Business/Investing
Apple Podcasts
#47
United Kingdom/Business
Apple Podcasts
#123
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

2 fundies analyse each other's best ideas (+ 2 HUGE sells)
Q: Why is WiseTech considered a high-conviction sell, and what would need to change for its valuation to justify itself?
WiseTech faces structural risk from a transition to consumption-based revenue in an AI-enabled environment, with major customers like DSV pressuring pricing and a growing risk of continued margin compression, which could justify a lower multiple rather than any near-term upside.
2 fundies analyse each other's best ideas (+ 2 HUGE sells)
Q: What makes Channel Infrastructure appealing as a New Zealand asset, and how does it compare to the Australian options?
Channel Infrastructure offers a monopoly-like position in NZ with high utilisation and a government contract boosting earnings; while it's strong, Andrew argues that, relative to a cheaper Australian rival, the growth runway and multiple compression favor the latter despite the defensive characteristics.
2 fundies analyse each other's best ideas (+ 2 HUGE sells)
Q: First up, why is Codan a high-conviction buy given the war and gold price tailwinds?
Codan's dual-divisional strength, with communications waveforms for drones and market-leading gold detectors in Africa, supported by new product launches and higher pricing that lift both revenue and margins, makes it a compelling buy under the current geopolitical and commodity backdrop.
4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder
Q: What makes SkinKandy a compelling under-the-radar stock?
Its large and expanding footprint, accelerating payback on new stores, and the international growth potential (especially the US) driven by a strong management team with LaVissa connections, point to meaningful upside.
4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder
Q: Is Southern Cross Electrical Engineering a buy or a sell?
The hosts consider it a buy due to its exposure to data center installations and the broader AI/data-center theme, with a belief that margins and earnings will improve, though valuation remains a consideration.

Audience Metrics

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Frequently Asked Questions About Buy or Sell

What is Buy or Sell about and what kind of topics does it cover?

This show centers on practical, investor-facing stock ideas and analysis from experienced market commentators and investment professionals. Episodes frequently feature in-depth buy/sell theses on Australian equities, with a strong emphasis on small- and mid-cap opportunities, thematic drivers (AI, data infrastructure, defense-related spending, and macro cycles), and realistic consideration of valuation, balance sheets, and management quality. Guests from respected funds and advisory firms offer diverse perspectives, including contrarian takes, risk considerations, and long-horizon thinking, often supplemented by live stock calls and actionable tips for portfolio construction. A notable pattern is the recurring sponsorships and educational p... more

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Which podcasts are similar to Buy or Sell?

These podcasts share a similar audience with Buy or Sell:

1. Equity Mates Investing Podcast
2. Buy Hold Sell, by Livewire Markets
3. Get Started Investing
4. The Rules of Investing
5. Motley Fool Money

How many episodes of Buy or Sell are there?

Buy or Sell launched 2 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Buy or Sell?

Recent guests on Buy or Sell include:

1. Rachel Folder
2. Andrew Mitchell
3. Henry Jennings
4. Ben Clark
5. Jun Bei Liu
6. Anthony Aboud

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