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Podcast: Australian Investors Podcast
Episode: The big problem(s) with shorting & 2 global stocks, ft. Charlie Aitken
Description: This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds).AIM is a global equities fund manager investing in high quality stocks from the USA and abroad.In this episode, Owen Rask & Charlie Aitken talk about:
Charlie's big lessons learned from his father and running a fund
Why shorting is hard and why Charlie dropped it to be long-only
How Charlie has built a strong analyst team
The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (BABA)
2 global...