114. Picking Stocks with Julia Lee

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For this episode we sat down with notable Australian market watcher and equity strategist at Bell Direct, Julia Lee. Julia has worked in Australian markets for the majority of her career and is joining us to give us some insight into the Australian market.

We cover off on all the hot topics from the Buy Now, Pay Later sector to the Infant Formula boom Australia is living through. We also ask Julia about her work studying the drivers of share price movement (something we all want to understand).

In this episode you will learn:

  • Why Julia thinks Warren Buffett may be overrated
  • Julia’s investing style – value v growth
  • How Julia’s first investments beat the market and the surprising way she picked them
  • Julia’s first experience with options trading
  • The key factors that drive share price movement
  • How Julia thinks about the Buy Now, Pay Later sector
  • What Julia is seeing in the Australian market

Stocks and Resources Discussed:

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