Interview: A masterclass in hunting out undervalued stocks
FEAR & GREED | Business News
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The Mismatch Between Short Term Investor Expectations and Long Term Fundamentals
Brian Hahn is senior equity analyst at Morningstar. He says there's a mismatch between short term investor expectations and long-term fundamentals in Australian stocks. A couple of examples would be, say, AgL energy or TPG Telecom. Brian: The market doesn't like the fact that there is an investment phase coming up for TPG especially as its Vertophone is far behind Telstra and Optus in terms of 5G mobile rollout.
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Transcript
