The big problem(s) with shorting & 2 global stocks, ft. Charlie Aitken
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:
- AIM Funds website
- Email Charlie: CA@aimfunds.com.au
- View more episodes & access Owen’s research: https://bit.ly/raskresearch
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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.
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