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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.

SAy g'day to these 👇

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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.

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General Financial Advice warning

The information on this website 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) and Target Market Determination before making a decision to acquire any 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.

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