AIM Webinar - May 2021
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The AIM Investment team discusses why we are at a point in the cycle where it's time to be disciplined. Sectors discussed include streaming, BNPL, food delivery, telemedicine and autos.
Summary
00:23 Performance & portfolio review
Finding New Ideas
9:04 Why we are avoiding hot sectors? It’s all about the capital cycle.
12:39 Food delivery
14:47 Telemedicine
15:34 BNPL
18:38 Streaming
21:02 Auto industry
22:24 COVID-19’s lasting trends
Stock discussion
23:38 Croda International
30:02 Constellation Software
36:35 UnitedHealth Group
41:52 Conclusion
Q&A
46:24 How fragile is this market and what could cause a big sell-off from here?
49:34 If Mark Leonard steps aside from Constellation, will it change the thesis?
51:28 Do you still own Disney?
53:50 Is there better relative value in midcaps? Can the Fund invest in midcap businesses?
54:57 Thoughts on Berkshire Hathaway given the strong performance over the last 12m?
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