Buy Hold Sell: 3 themes (and 6 stocks) with serious momentum

Everyone loves a theme these days. Whether you’re an individual investor looking to capitalise on both short and long-term trends, or a product issuer looking to provide access to opportunities, themes are dominating the way we think and the way we invest.
And while themes will fall in and out of fashion (lithium, for example), it is important for us as investors to be aware of them and to understand how to access them, should we choose to participate.
In that vein, in this episode of Buy Hold Sell we’re unpacking three of the biggest themes from the first half of 2024 and asking if they still have legs.
To do that, Grady Wulff sat down with Steve Johnson from Forager Funds Management, and Luke Laretive from Seneca Financial Solutions.
And, for something a bit different, Luke and Steve each name a stock they like within each theme - that’s right, 6 hot buys to see out the rest of the year.
Note: This episode was recorded on Wednesday 19 June 2024.

[@noelscammell9280]

The lady is a great host

[@darkomilic9734]

More info needed about the quality of the management team, balance sheet, future earnings etc. It's all about the 'WHY' these companies are perceived as opportunities that should be the focus of the interview. Better to have one company presented (rather than 6) with detailed analysis.

[@hotchinahk]

Thank you for the interesting segment, VUL has not made a cent yet, we are only buying a future story, too much for my liking.

[@suraingamage5770]

MVF, RMD, VUL

[@all4fishingaustralia514]

Great vid, thanks.