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

Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now.

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Artwork for Buy or Sell

Latest Episodes

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

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 Mentione... more

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 rebo... more

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,... 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 set and forget stocks with Jun Bei Liu and Anthony Aboud
Anthony Aboud
Investment professional, from Perpetual
Perpetual
Episode: 5 set and forget stocks with Jun Bei Liu and Anthony Aboud

Host

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

Chart Rankings

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

Apple Podcasts
#101
United States/Business/Investing
Apple Podcasts
#15
United Kingdom/Business/Investing
Apple Podcasts
#32
Canada/Business/Investing
Apple Podcasts
#36
United Kingdom/Business
Apple Podcasts
#88
Canada/Business
Apple Podcasts
#17
Australia/Business/Investing
Apple Podcasts
#30
Australia/Business
Apple Podcasts
#84
Italy/Business/Investing
Apple Podcasts
#13
Mexico/Business/Investing
Apple Podcasts
#31
New Zealand/Business/Investing
Apple Podcasts
#32
Brazil/Business/Investing
Apple Podcasts
#48
Argentina/Business/Investing
Apple Podcasts
#49
Saudi Arabia/Business/Investing
Apple Podcasts
#61
Ireland/Business/Investing
Apple Podcasts
#68
Chile/Business/Investing
Apple Podcasts
#68
South Africa/Business/Investing
Apple Podcasts
#88
New Zealand/Business
Apple Podcasts
#89
United Arab Emirates/Business/Investing
Apple Podcasts
#90
Ukraine/Business/Investing
Apple Podcasts
#94
Poland/Business/Investing
Apple Podcasts
#108
Mexico/Business
Apple Podcasts
#115
Netherlands/Business/Investing
Apple Podcasts
#120
Indonesia/Business/Investing
Apple Podcasts
#121
Colombia/Business/Investing
Apple Podcasts
#121
Hong Kong/Business/Investing
Apple Podcasts
#122
Philippines/Business/Investing
Apple Podcasts
#134
Israel/Business/Investing
Apple Podcasts
#137
Brazil/Business
Apple Podcasts
#153
South Korea/Business/Investing
Apple Podcasts
#198
South Africa/Business
Apple Podcasts
#202
India/Business/Investing
Apple Podcasts
#203
Saudi Arabia/Business
Apple Podcasts
#206
Argentina/Business
Apple Podcasts
#207
Hong Kong/Business
Apple Podcasts
#226
Ireland/Business
Apple Podcasts
#226
Chile/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Q: What is the long-term view on DroneShield given AI advances?
The panel expresses skepticism about a clear 10-year path due to opaque government contracts and rapid AI-driven changes in the sector, suggesting it may be high risk with uncertain long-term upside, though some believe there are tailwinds if security tech demand grows.
5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Q: What makes Mineral Resources appealing for a 10-year horizon?
The guests argue the company has transformed its portfolio with renewed management, debt refinancing, and exposure to lithium, which could power substantial upside if commodity prices stay supportive, making it a buy with conviction.
5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Q: Is Ramsay Health Care a buy or sell over the next ten years?
A host argues for a sell citing heavy debt load, ongoing European issues, and uncertain catalysts, while another suggests possible improvement if balance sheet repair and strategic divestments occur, indicating a cautious to neutral stance rather than outright optimism.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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. Australian Investors Podcast
5. The Rules of Investing

How many episodes of Buy or Sell are there?

Buy or Sell launched a month ago and published 7 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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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