Zenith assigns ‘Recommended’ rating to listed Montaka funds
Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only
Equities Fund (ASX: MOGL).
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.
Learning from investment legend James Anderson: Growth at an Unreasonable Price
James Anderson has spent decades capitalising on the market’s short-term focus by buying traditionally “expensive” stocks with incredible upside potential. Here we take a page out of his investment playbook.
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.
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.
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.
Will Your Multiple Compress?
Investment returns, in the long run, are dictated by two factors: earnings growth and changes in the earnings multiple. Many high-flying businesses today are trading at exorbitant multiples. What are the implications of this for long-run annual returns for those stocks?
