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Podcast: Australian Investors Podcast
Episode: Alan Pullen on Magellan’s process, Alphabet’s AI search risk, Nike’s comeback and Universal Music Group
Description: In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Alan Pullen (Magellan Investment Partners)—in conjunction with the Australian Shareholders Association (ASA)—to unpack Magellan’s research process, position sizing and three companies piquing his curiosity right now: Alphabet/Google, Nike (and Adidas) and Universal Music Group.
They cover:
– Alphabet’s evolving search moat and Gen AI disruption (plus YouTube, Google Cloud and Waymo)
– Nike’s stumble and potential recovery (DTC pivot, product innovation and wholesale partners)
– Universal Music Group’s “toll road” economics in streaming
–...