2 fundies analyse each other's best ideas (+ 2 HUGE sells)

Buy or Sell · May 21, 2026 · 18m

Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of.

Stocks Mentioned:

Codan (ASX: CDA)

Channel Infrastructure NZ (ASX: CHI)

ServiceStream (ASX: SSM)

NRW Holdings (ASX: NWH)

WiseTech Global (ASX: WTC)

4DMedical (ASX: 4DX)

Chapter Timestamps:

00:00 Introduction

00:49 Codan’s Growth Run

04:09 Channel Infrastructure Bull Case

06:52 Service Stream…