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Podcast: 3 cybersecurity stocks, Magellan’s fall & why Alcidion is sitting pretty

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & Dr Anirban Mahanti talk Magellan, US cybersecurity stocks, Alcidion and more.

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Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing’s Dr Anirban Mahanti talk Magellan Financial Group Ltd (ASX: MFG), US cybersecurity stocks, ASX small-cap Alcidion Group Ltd (ASX: ALC) and more.

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Timestamps:

  • @10 min – Magellan
  • @25 min – US cybersecurity stocks, including ZScaler (NASDAQ: ZS), CrowdStrike (NASDAQ: CRWD), and Okta (NASDAQ: OKTA)
  • @38 min – Epam Systems (NYSE: EPAM)
  • @44 min – Is Doc staying put in market turbulence?

When Doc made the decision to sell 40% of his Tesla (NASDAQ: TSLA) position, it was worth more than twice what he has invested into his stockbroking account.

  • @49 min – Alcidion’s $55 million acquisition of Silverlink – what it means

Date recorded: 10th December 2021

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Disclosure: At the time of recording, Owen owns shares in Alphabet, Facebook/Meta, Okta, and Apple.

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