Adam Keily is back for another episode of Buy or Sell.

This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger.

Companies discussed in this episode include:

• ARB Corporation
• Macquarie Technology Group
• Alliance Aviation Services
• Megaport
• Nick Scali
• Commonwealth Bank
• Telix Pharmaceuticals
• Adobe
• NovoNordisk
• Sage Group

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty of learnings and takeaways from this conversation.

Here's what else we cover in today's episode:

• Catriona's investment philosophy
• How she thinks about investing in Big Tech at the moment
• Novel ways of investing in artificial intelligence outside of Big Tech
• How inflation and interest rates affect her investment process
• What Catriona has learned from the latest earnings season
• What is driving this uptick in M&A activity

Want to get involved?

• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

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Want more Equity Mates:

• Sign up to our email to keep up with business news
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

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Thank you to Wilson Asset Management for sponsoring this episode. Their sponsorship makes this podcast possible and helps keep all of our content free.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.