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Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.
Nvidia's wild swings and 11 Sohn Hearts & Minds stock picks reviewed
Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.Read Transcript
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How To Master The Art Of Winning The Room
Jonathan Pease, the creative director behind the Sohn Hearts & Minds Conference and author of the book, Winning the Room, recently sat down for a chat with Mark Bouris on Straight Talk.
‘I Know It Sounds Crazy’: Cathie Wood’s Next Big Idea
Speaking from Ark’s headquarters in Florida ahead of her appearance at the Sohn Hearts & Minds Conference on Friday, Wood says she believes disinflation is now just around the corner in the US.
Hot Stocks To Ride The Next Healthcare Trends
Healthcare stocks – from sleep apnoea giant ResMed, to cancer diagnostic biotech Telix Pharmaceuticals – were recommended at the Sohn Hearts & Minds Investment Leaders Conference on Friday.
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Investors Sound Warning On Private Equity Timebomb
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The 12 Hottest Stock Tips From This Year’s Sohn Experts
It might be time to look beyond big names. That was the message from top fund managers, company founders and super funds at the Sohn Hearts & Minds.
Webster Financial ‘Avoided The Mistakes Of US Bank Failures’
The US financial sector is not without its problems but Ravi Chopra backs Webster Financial Corporation as his stock pick for the 2023 Sohn Hearts & Minds Investment Leaders Conference.
Why Stock Picker Cathie Wood Of ARK Can’t Stand Google
The world’s highest-profile tech investor, Cathie Wood, might be bruised but she is certainly bullish. Nor is she holding back.
Wise Share Price Could Rise 50pc By 2025, Says Munro Partners
Global growth fund manager Munro has about $4.3bn in funds under management across four global funds, and usually invests in companies that are poised to win from massive structural change.
More Podcasts
Understanding the 4 pillar framework underpinning a high conviction strategy
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
