4 fundies stress-test each other's best ASX stock picks

Buy or Sell · Jun 25, 2026 · 12m

One Room. Four fund managers. Four stock calls. No fence sitting.

Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks.

Stocks Mentioned:

SkinKandy (ASX: SK1)

Service Stream (ASX: SSM)

Codan Limited (ASX: CDA)

EVT Ltd (ASX: EVT)

Eagers Automotive Ltd (ASX: APE)

Chapters:

00:00 Morgan Stanley Stock Picks Begin

00:34 SkinKandy’s Retail Rollout Opportunity

03:02 Why This IPO Could Be Different

04:30 Defence…