Hamish Douglass: Another stock headed for the trillion-dollar club

This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.

October 18, 2021

This Livewire article recaps the Magellan CIO, Hamish Douglass’s latest webinar, where he delivered some new insights while reiterating others – including his unapologetic approach to conserving capital and his Alibaba mea culpa.

Read Transcript

As a kid, Hamish Douglass's walls were adorned with compounding tables. He’s also a big fan of the latest Netflix sensation Squid Game and thinks the streaming giant might be one of the next to reach a market cap of US$1 trillion. These were some of the new things I learned about the CIO and co-founder of global fund manager Magellan Financial Group during his latest webinar. While Douglass reiterated some of the same points he’s discussed previously – including his unapologetic approach to conserving capital (responding to the criticism he copped for sticking with defensives throughout 2020) and his Alibaba mea culpa – there were useful gems.

You may have heard before about Douglass’s positive view on one of his portfolio’s newer holdings, Netflix – but I was surprised at the conviction of his outlook for the video streamer in a presentation last week.

Read the full article on Livewire here.

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October 18, 2021

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Glenn Freeman

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Livewire

As a kid, Hamish Douglass's walls were adorned with compounding tables. He’s also a big fan of the latest Netflix sensation Squid Game and thinks the streaming giant might be one of the next to reach a market cap of US$1 trillion. These were some of the new things I learned about the CIO and co-founder of global fund manager Magellan Financial Group during his latest webinar. While Douglass reiterated some of the same points he’s discussed previously – including his unapologetic approach to conserving capital (responding to the criticism he copped for sticking with defensives throughout 2020) and his Alibaba mea culpa – there were useful gems.

You may have heard before about Douglass’s positive view on one of his portfolio’s newer holdings, Netflix – but I was surprised at the conviction of his outlook for the video streamer in a presentation last week.

Read the full article on Livewire here.

Disclaimer: This material has been prepared by Livewire, published on Oct 18, 2021. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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