The Exchange with Patrick Armstrong of Plurimi
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: , 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: and PayPal
29:30 Aviation & defence stocks: , and Dassault Aviation
33:20 Software:
35:25 Walmart
36:55
39:45 Leisure & travel: & Las Vegas Sands Corp.
42:30
44:10 ServiceNow & why underweight technology
46:20
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
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.