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Artwork for Buy or Sell
Neowiz
Nubank
Uber Technologies, Inc.
Spacex
Goodman Group
Alphabet
Meta Platforms
Amazon
Microsoft
New Hope
Codan
Megaport
CSL Limited
Viva Energy
Commonwealth Bank Of Australia
Rio Tinto
NRW Holdings
Wise Group PLC
Polynovo
Autonomous Vehicles

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

Brittany Isakka and Claudia Kwan go head-to-head on some of the ASX’s fastest-growing companies, weighing strong revenue growth against increasingly stretched valuations. Plus, they reveal the growth opportunities they’re most excited about right now... more

It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittan... more

Today’s stocks are all about income. So which of the bunch are the dividend darlings and which are imposters. Ally is joined by Mike O’Neill from IML and Matt Haupt from Wilson Asset Management to find out.

Stocks Mentioned:

Wesfarmers (ASX: WES)

more

Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong.

Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.

Who's right? We’re about to find out.... more

Key Facts

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Recent Guests

Brittany Isakka
From Spheria
Spheria
Episode: 5 ASX stocks exposed to the new commodities supercycle
Claudia Kwan
From Northstar Impact
Northstar Impact
Episode: 5 ASX stocks exposed to the new commodities supercycle
Mike O'Neill
A guest from IML
IML
Episode: Income imposters or dividend darlings? We put 5 Aussie stocks to the test
Matt Haupt
A guest from Wilson Asset Management
Wilson Asset Management
Episode: Income imposters or dividend darlings? We put 5 Aussie stocks to the test
Sam Ruiz
Investment professional from T Rowe Price
T Rowe Price
Episode: Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
Alex Pollak
Investment professional from Loftus Peak
Loftus Peak
Episode: Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
Arden Jennings
Guest at Morgan Stanley Conference
Unspecified fund manager
Episode: 4 fundies stress-test each other's best ASX stock picks
Luke Laretive
Investment professional
Seneca
Episode: 5 smashed ASX software stocks that could rebound
Hayden Beamish
Investment professional
Endeavour
Episode: 5 smashed ASX software stocks that could rebound

Host

Ally Selby
Host focused on stock ideas, market context, and moderating debates with guests.

Reviews

3.9 out of 5 stars from 26 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 States3 months 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 States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some critics feel episodes lean too heavily into hype or risk of over-optimism in high-mrowth names.
Audience enjoys sponsor integrations that align with practical investing tips.
Listeners appreciate the data-driven stock debates and diverse guest perspectives.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

5 ASX stocks exposed to the new commodities supercycle
Q: Why is Chrysos Corporation viewed as a buy?
Because of its innovative Photon Assay technology, which is expected to deliver safer testing, higher margins, and a multi-year upcycle as laboratories deploy more units and gold-related demand strengthens.
5 ASX stocks exposed to the new commodities supercycle
Q: Is Pilbara Minerals a buy or a sell right now?
The panel leans toward a cautious stance, with one guest calling for a sell due to anticipated supply-driven price weakness, while the other sees a tactical buy in the context of demand growth and storage upside.
Income imposters or dividend darlings? We put 5 Aussie stocks to the test
Q: What are the concerns around CSL that justify a sell signal despite its cheapness?
Leadership uncertainty and recent downgrades create risk around earnings momentum; the rally may not yet reflect underlying deteriorations in the near term.
Income imposters or dividend darlings? We put 5 Aussie stocks to the test
Q: Why buy Macquarie Group now when banks look challenged in the housing cycle?
Macquarie has a broader, less bank-dominated income stream, including asset management and principal investments, which provides diversification and recurring earnings that can cushion macro shocks.
Income imposters or dividend darlings? We put 5 Aussie stocks to the test
Q: Why is Cleanaway Waste Management considered a buy despite a mixed earnings trajectory?
The company benefits from a dominant position in Australian waste infrastructure, asset-heavy operations with defensible moats, and ongoing efficiency improvements that could drive improving cash flows over time.

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?

The show centers on rapid-fire stock takes from a rotating cast of investment professionals, focusing on which ideas are buyable, which deserve a sell, and why—often anchored by macro themes like AI, data centers, and sector rotations. Episodes typically pair the host with multiple guests to debate valuations, catalysts, and risk, weaving in practical stock-picking tactics, broker views, and occasional sponsor plugs. A standout trait is the emphasis on high-conviction trades and contrarian perspectives, with guests ranging from asset managers to analysts, delivering a blend of skepticism and optimism that helps listeners gauge ideas across ASX-listed names, global tech, and infrastructure plays. The format tends to mix actionable calls with... 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. Australian Investors Podcast
4. Get Started Investing
5. The Rules of Investing

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Buy or Sell launched 4 months ago and published 19 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. Brittany Isakka
2. Claudia Kwan
3. Mike O'Neill
4. Matt Haupt
5. Sam Ruiz
6. Alex Pollak
7. Arden Jennings
8. Luke Laretive

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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