2 fundies disagree on Goodman Group: Who’s right?

Buy or Sell · Jul 23, 2026 · 14m

Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong.

Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.

Who's right? We’re about to find out.

Stocks Mentioned:

Goodman Group (ASX: GMG)

Chapters:

00:00 Introduction

00:34 Bull vs Bear Case

01:56 Is Goodman Overvalued?

04:49 Insider Selling & Approvals

07:40 AI Risks & Balance Sheet

10:49 Data Centre Pivot

12:42 Final Verdicts

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