On this episode:
In this Stock Pitch episode of The Australian Investors Podcast I chat with Emanuel Datt of Datt Capital. Emanuel provides three ASX stock ideas 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.
ASX shares & commentary:
- COVID-19 & its impact on asset classes
- Commodities vs. cash
- Stock idea #1: 360 Capital REIT (ASX: TOT)
- Stock idea #2: Challenger Ltd (ASX: CGF)
- Stock idea #3: Eclipx Group Ltd (ASX: ECX)