Equity Mates Investing Podcast
Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series
Dec 18, 2024
Rikki Bannan, the Executive Director of Small Caps at IFM Investors, shares her expertise in biotech investing, discussing standout stocks like Telix and Clarity that have soared in 2024. She emphasizes the importance of skepticism in investing and staying true to your thesis. Rikki also reveals three key lessons from her career, including the need for thorough research and understanding intrinsic value. This conversation is a treasure trove for young investors, exploring the dynamics of small-cap stocks and the art of effective portfolio management.
31:22
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Quick takeaways
- Rikki Bannon emphasizes the importance of developing a clear investment thesis and maintaining skepticism to navigate market volatility effectively.
- She highlights successful small cap investments like Telix and Clarity, showcasing the potential for significant returns through rigorous analysis and portfolio diversification.
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