In this masterclass of global investing, accomplished fund manager Patrick Armstrong, CFA of Plurimi Wealth Management takes me through some fascinating stock ideas & company updates, including:
00:00 His approach to investing, use of AI, strong returns & outlook for the markets
09:10 Banks: Barclays, Citi & OSB Group
12:50 Biopharma & GPL-1 drugs. Novo Nordisk & Roche
15:25 Sustainability of ‘Mag 7’ and #AI boom – NVIDIA, Meta, Amazon & Apple
21:45 AMD and Intel Corporation
22:55 ‘Shorting’ the market. Kering
24:25 Electric vehicles: Tesla, Lucid Motors & Rivian
27:10 Payments firms: WISE and PayPal
29:30 Aviation & defence stocks: Rolls-Royce, BAE Systems and Dassault Aviation
33:20 Software: SGE
35:25 Walmart
36:55 Associated British Foods plc
39:45 Leisure & travel: easyJet & Las Vegas Sands Corp.
42:30 IG Group
44:10 ServiceNow & why underweight technology
46:20 Whitbread
47:50 Plurimi investment strategy
#NVDA #BARC #C #OSB #NOVOB #ROG #GOOG #APPL #TSLA #AMD #BA. #RR. #WISE #PYPL #RYA #KER #SGE #EZJ #WMT #WTB #IGG #NOW #LCID #RIVN #LVS #AM #INTL #ABF