Beyond Megacap Tech: Blackstone Begins its Boom
Blackstone – the alternative asset management firm stands at the edge of an incoming, multi-decade, secular inflection across asset management. What makes us believe that Investors have a window of opportunity with Blackstone right now? Read on to know our analysis.
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.
Concentrated and Patient: How Active Investing Wins
A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.
The 3 reasons why mega-tech ‘growth’ stocks are the best ‘value’ stocks today
Investors shouldn’t rotate out of mega-tech to value because mega-tech are value… Our analysis shows that mega-tech stocks not only offer some of the best growth opportunities, but also offer some of the best ‘value’ opportunities in the market today
Expensive? Amazon is good value despite its $1.7 trillion market cap
While some investors may worry that Amazon’s massive market capitalization of $1.7 trillion means there can’t be much further upside, we believe this trading range provides long-term investors with an attractive risk-reward opportunity.
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.
