The current slump suggests the market believes Amazon’s future isn’t too bright but we share 3 key reasons why these prices represent a rare buying opportunity in Amazon.
The real reason why investors are wrong to be spooked by big tech earnings. Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded massive declines. Many investors, are thinking about offloading these stocks but the silver lining is that the pain is very likely only temporary.
Investors overlook and take for granted that silently sitting beneath the surface of Alphabet is perhaps the most cutting-edge AI apparatus the world has ever seen. Artificial Intelligence is enhancing all areas of Alphabet’s business, from those with valuable monetization models including Search, YouTube and Cloud, to emerging opportunities like autonomous driving (Waymo).
– 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 …
-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 …
Standing on the shoulders of giants, Carlyle is following in the footsteps of its larger peers like KKR, Blackstone and Apollo in trimming their cost structure, shifting their mix towards stickier revenues, and launching captive insurance arms, to ensure they are best placed to participate in the structural growth of private markets.
Of the private market giants, our preferred option is Blackstone, the world’s number one player with $US731 billion of assets under management (AUM) across all asset classes. The company has grown its AUM by 16% per annum for the last decade. It has created a ‘flywheel’ where its success allows it to attract the best talent and best deals, that lead to further success.