In the latest Australian Investors Podcast Stock Pick! episode Owen Rask’s chat with Emanuel Datt of Datt Capital.
Emanuel provides three ASX stock ideas — Challenger Ltd (ASX: CGF), 360 Capital REIT (ASX: TOT) and Eclipx Group Ltd (ASX: ECX) — with a concise thesis on each. Before he pitches the ideas, Emanuel takes us through his current thinking on a COVID-19 recovery, impacts on various asset classes and ways to position for different versions of recovery.
Click here to get in touch with Emanuel
Tune in now:
iTunes – Spotify – Castbox – YouTube
ASX shares & commentary:
1:30 – COVID-19 & its impact on asset classes
10:00 – Commodities vs. cash
21:00 – Stock idea #1: 360 Capital REIT (ASX: TOT)
30:00 – Stock idea #2: Challenger Ltd (ASX: CGF)
36:00 – Stock idea #3: Eclipx Group Ltd (ASX: ECX)
Learn more about Emanuel:
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