We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan's High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies. We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. So we asked him to come back on the show and share his specific thesis for three stocks he currently holds.In this interview, Chris shares:His thoughts on the market's rebound from the COVID-induced crashHow Magellan responded in the early days of the pandemicHow he is thinking about investing during the market's recoveryA deep dive on three specific stocks: Facebook, Visa and Tencent----------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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“What did the council decide on item 42?” — answered with the speaker and the moment.