Amid a pandemic ripping through equity markets, there is a set of stocks that quickly developed herd immunity and eliminated the virus from their growth trajectory to become the top-performing ASX 200 companies.

These five superstars, with an average market cap of $9 billion, emerged from March with a scorching vengeance to round-off financial year 2020 with a total return of 125% on an equally-weighted basis. Meanwhile, the S&P/ASX 200 lost 7.68% over that same period.

But has this WAAAX-filled, biotech-laden and gold-plated monster of a group gone too far, considering their PE ratios range from -454x to +72x this year’s earnings?

In this episode, Tribeca’s Jun Bei Liu, lead portfolio manager of the Tribeca Alpha Fund,  joins a high-energy, no-fence-sitting debate on whether Australia’s growth miracles can keep on keeping on.

To watch the debate and read the notes, click here.

Tracey Franks GSFM Adviser

The views expressed are her own and do not consider the circumstances of any investor.