BNIC#1 Sean Peche: Overvalued US stocks and hidden global investment opportunities

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At the BizNews Investment Conference BNIC#1, fund manager Sean Peche sounded the alarm on overvalued US stocks and revealed where smart investors like Warren Buffett are hedging their bets. Highlighting the excessive hype around companies like Nvidia and Apple, Peche emphasized the need to diversify into underappreciated sectors, from European banks to emerging markets. In a Q&A session, he urged caution, stressing that familiar names don’t guarantee safety, and savvy investors must look beyond the US to find true value in today's market. Peche's candid insights left attendees reconsidering their portfolios and eyeing global opportunities.
Video production by Frances Hamman
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Опубликовано:

26 сен 2024

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Комментарии : 15

@ssbob6101 День назад

Agree Roberto, happy to make a R1 million bet that S&P500 in rand terms will outperform the average performance of all active managers in SA over next 10 years. Growth component in S&P about 40% vs 30% value so this is what gives us index investors the balance we need, maybe in next 5 years that rebalances somewhat. I am still betting for the 500 largest companies in a functional country vs the 1% investable SA share universe giddy from a wonky GNU.

@kudzaidube9529 День назад

Whenever Sean Peche speaks, I am always excited to hear his views

@pensiveidea День назад

I wish there was a way to measure the value destruction caused by pathological obsession with short sighted quarterly profits.

@hlits6310 3 часа назад

You are correct, Roberto. Someone said that there are are two types of analysts. Those that don’t know what’s going to happen in the future, and those who don’t know that they don’t know what’s going to happen in the future.

@robertowilco7422 День назад

All these smart fund managers will not beat the sp500 .

@tsv8664 День назад

Executive pay is not only "out of whack" in the USA. SA has similar stories. Remember Sibanye CEO getting 100's of millions just before share price falled from all time highs (due to world events nothing to do with his supposed genius... Don't get me wrong, he is a top manager but that is what his normal, also ridiculously high, salary is for)? Executives these days run companies to extract as much loot as they can... The problem is there is no stick or countervailing risk for these glorified looters.

@pensiveidea День назад

You might also want to enlighten people to the mechanics of what actually moves stock prices. Most people don't understand that it's not anchored to fundamentals, but rather lofty and manipulated perceptions.

@hlits6310 2 часа назад

Buffet has left instructions to invest 90% of his estate in the S&P 500 ETF. Sean has 20% in the US market. I go with Buffett every time.

@hlits6310 2 часа назад

I remember at the end of 2022 when Sean and others like Cy and Piet thought that big tech was going to underperform in the next couple of years. They couldn’t have been more wrong.

@hlits6310 2 часа назад

I remember at the end of 2022 when Sean and others like Cy and Piet thought that big tech was going to underperform in the next couple of years. They couldn’t have been more wrong.