2022 investing game plan: The recent sell-off has put mega caps on sale

sell off market correction

– Chris Demasi   As Mike Tyson said, ‘everyone has a plan…until they get punched in the face’. That must be how a lot of investors feel just one month into 2022 after sharp falls in equity markets in January. But this recent bout of volatility and market weakness should not be a time to […]

Why the market is failing to appreciate ServiceNow’s potential

Montaka Global Investments

-Amit Nath   It is rare to see a side-hustle turn into a $US100bn enterprise software giant, but this incredible feat is exactly what ServiceNow has achieved. Perhaps even more incredible though, is the core driver of ServiceNow’s success remains significantly under-monetized.   ServiceNow has performed well but remains under appreciated Source: Bloomberg   ServiceNow […]

Why R&D masks earnings & value in today’s mega-techs

why tech stocks are NOT overvalued

– Andrew Macken   In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North American majors suggests they are more expensive, say, than most of the big non-financial ASX-listed companies. You need to pay a higher multiple […]