3 fundies put each other's top global ideas to the test

Buy or Sell · Jul 2, 2026 · 6m

3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches.

No holds allowed. It’s Buy or Sell!

Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls.

Chapters:

00:00 Introduction

00:27 Neowiz's Surprising Value

01:49 Nubank's Growth Strategy

04:53 Uber's Autonomous Future

Stocks Mentioned:

Neowiz (KOSDAQ: 095660)

Nu Holdings Ltd. (NYSE: NU)

Uber Technologies Inc (NYSE: UBER)

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