Alan Pullen
Portfolio manager of the Magellan Global Opportunities Fund (guest on the episode) who discusses market concentration, the AI thematic, valuation considerations and global investment opportunities.
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38 snips
Nov 13, 2025 • 35min
The case for and against an AI bubble - Alan Pullen | Magellan
Alan Pullen, Portfolio Manager of the Magellan Global Opportunities Fund, shares his insights on the potential AI bubble in today’s market. He delves into significant topics like the signs of speculative behavior and market concentration within the tech sector. Pullen argues for the enduring success of mega-cap companies, emphasizing the strong moats of firms like Microsoft and TSMC, while also recommending focus on durable supply chains. He cautions against generic AI investments and highlights the promise of non-US companies like Nestlé and Adidas as safer bets.
34 snips
Nov 16, 2025 • 29min
Warren Buffett's swan song, we're changing our core portfolios & timing your investing
Alan Pullen, a portfolio manager at Magellan Global Opportunities Fund, shares insights on market concentration and the emergence of AI in investing. He discusses the implications of Warren Buffett's final letter and evaluates potential market bubbles, asserting there's no broad issue yet. Focus shifts to the 'Magnificent Seven', with Pullen highlighting Microsoft as his top pick, while also identifying undervalued non-US opportunities like Nestle and TSMC. They explore valuation methods for enduring growth stocks and debate effective dollar-cost averaging strategies.
