There are many market maxims that investors hold close to their hearts. Here are just a few of them:

• It's time in the market not timing the market.

But perhaps one that should also be added to the list is "Two views make a market" - highlighting that to buy shares in a company, someone has to be willing to sell them - and vice versa. 

So in this episode, Livewire's Ally Selby was joined by Loftus Peak's Alex Pollak and Magellan's Alan Pullen for a bit of a challenge. 

We've tasked our fund managers to analyse each other's highest-conviction ideas in their portfolios today - including stocks like Netflix (NASDAQ: NFLX), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN) and SAP SE (NYSE: SAP). 

Plus, they also each name a stock that they would dub a high-conviction "SELL". As you'll soon find out, both of these stocks have sunk into the red in the past week. 

Note: This episode was filmed on Wednesday 17 July 2024. You can read an edited transcript below. 

https://www.livewiremarkets.com/wires/buy-hold-sell-2-high-conviction-fundies-analyse-each-other-s-top-picks/