Why this market would freak out a Martian
Three examples of stocks in the reopening, defensive and mega tech narratives highlight a market that would baffle a rational Martian.
Barbarians in your portfolio: The best way to access the private markets boom
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.
How Flutter is replicating Sportsbet’s Australian success with FanDuel in the US
It is uncertain what the US competitive landscape will look like after years of newly regulated states and competitive customer acquisition still to come, but if Flutter can replicate Sportsbet’s success with FanDuel, it will help to unlock the huge valuation upside that makes Flutter such a compelling investment today.
Why you shouldn’t give up on investing in China – 5 steps to profiting in China
Many investors are now asking: is China too risky for foreign investors? We feel the answer lies in not avoiding China. But to invest in China properly. Read Montaka’s 5 steps to profiting in China.
A Massively Underestimated Trillion Dollar Market?
Humans are linear by nature and our ability to grasp exponential change is extremely poor, this creates a blind-spot when it comes to assessing the potential of technology. While the cloud opportunity is already thought of in the trillions of dollars, it may actually become three to six times this size over the coming decade.
What’s next vs what it’s worth
During periods of uncertainty, investors often default to first-order thinking and overweight what’s next. In these environments, attractive opportunities can be found by remaining focused on what a business is worth.
China’s rocky relationships to resume moving markets
As we take the temperature of the major bilateral relationships with China, we assess that the probability of more intense disagreements and confrontations with the world’s second-largest power is only increasing.
Is Unity Software the Adobe of the real-time 3D world?
The expansion of Adobe’s Creative Cloud has been a key driver of Adobe’s 10x increase in market cap over the last 10 years. And we believe the long-term opportunity for Unity in real-time 3D/AR/VR will be even more significant.
Inflation is here
As we process the information being reported by companies in their first quarter earnings announcements, one theme that pops up across the board is that of inflation. Read on to know our analysis.
Global tech-bubble or opportunity
Andy recently sat down with NAB’s Gemma Dale to discuss the valuations of global technology stocks and whether or not investors should be concerned about the tech-bubble. Listen to the podcast here.
