The big problem(s) with shorting & 2 global stocks, ft. Charlie Aitken

Charlie Aitken is the founder of AIM Funds, a global fund manager based in Sydney. He joins Owen Rask on The Australian Investors Podcast to talk about why shorting doesn’t work and share two stock ideas.

iTunes – Spotify – Castbox – YouTube 

This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds).

AIM is a global equities fund manager investing in high quality stocks from the USA and abroad.

In this episode, Owen Rask & Charlie Aitken talk about:

  • Charlie’s big lessons learned from his father and running a fund
  • Why shorting is hard and why Charlie dropped it to be long-only
  • How Charlie has built a strong analyst team
  • The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (BABA)
  • 2 global stocks to watch: Nike Inc (NYSE: NKE) and HEICO Corp (NYSE: HEI)

This is a great episode for investors looking for an easy-listening discussion about high quality investing, shorting and those second-guessing their positions in China.

Resources:

Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*

To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.

Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.

Date recorded: September 8th, 2021

Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned.

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5 star review on Apple Podcasts – it’s a 5 second task which really helps support the show (and puts a big smile on our faces).

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Share on facebook
Share on twitter
Share on linkedin
Share on email
Share on whatsapp

Search finance answers:
Generic filters

Like our podcast?
Get Owen’s weekly newsletter.

Like our podcast? Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

arrow-03

Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Join the short list

Make sure you keep an eye on your email, we will be in touch soon.