Christopher Demasi
Christopher is a Portfolio Manager for the Montaka funds and the Montgomery Global funds. He joined MGIM at establishment in 2015.
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articles by Christopher Demasi
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Alibaba is more than just China
Christopher Demasi
November 23, 2020
Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. Some will know that Alibaba also operates China’s largest cloud computing platform, Alicloud. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace? Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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10-bagger at 10-times the price
Christopher Demasi
October 19, 2020
I was recently asked about the lofty valuations of technology companies, and if the sector was overvalued because the ratio of stock prices to earnings seems to be high. While I think there are almost certainly a lot of overvalued stocks of technology companies today, blunt valuation tools risk missing truly amazing opportunities to compound for long periods of time. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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REA Group is winning with data
Christopher Demasi
September 18, 2020
REA Group lead the shift in property classifieds from offline to online, becoming the dominant property portal in Australia with its realestate.com.au website, but few realise its massive data advantages. Continue…
by Christopher Demasi Posted in Companies, Property, Stocks We Like.
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- POSTED IN Companies, Property, Stocks We Like.
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Microsoft and massive cloud markets
Christopher Demasi
September 14, 2020
In the 1990s Microsoft capitalised on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive change in the computing paradigm. Enterprises around the globe are rapidly shifting to the cloud, accelerated by the COVID-19 pandemic, and Microsoft is leading the transformation with Office365 and Azure. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Apple at $2 trillion
Christopher Demasi
August 25, 2020
Last week Apple’s share price hit a new record and the market value of the company rose above $2 trillion for the first time. There’s still a lot to like, but we are proceeding with caution for now. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Amazon makes money everywhere
Christopher Demasi
August 10, 2020
When Amazon reported its most recent quarterly financial results, management said the recent surge in online retailing that came as the COVID-19 pandemic kept shoppers at home, offered a glimpse into the future of the company’s business outside the US. Long-term investors should like what they see. Continue…
by Christopher Demasi Posted in Companies.
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Liquidity runs dry
Christopher Demasi
July 14, 2020
When the stock market sold off dramatically in March this year the US Federal Reserve responded by pumping financial markets with liquidity for the next three months and the stock market rocketed. But the Fed’s role in financial markets has moderated recently and signals that share market investors should proceed with caution. Continue…
by Christopher Demasi Posted in Global markets.
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- POSTED IN Global markets.
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Central banks banking governments
Christopher Demasi
July 7, 2020
Central banks globally have clearly been buying a lot of government bonds over the last decade. But just how much the world’s central banking powers own of their own government’s stock of financial obligations is astounding. And that includes the US Federal Reserve. Continue…
by Christopher Demasi Posted in Global markets.
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In Warren’s defence
Christopher Demasi
June 30, 2020
The Financial Times recently wrote an article, asking “has Warren Buffett lost his touch”. The piece is particularly critical of Buffett’s investment performance compared to the broader share market both last year and this year to date. Focus on short term and relative returns by investors can limit the likelihood of achieving strong compound returns over the long term. Continue…
by Christopher Demasi Posted in Editor's Pick, Global markets.
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Digital transformation still has a long way to go
Christopher Demasi
June 4, 2020
Everywhere we turn today we see digital technology has exploded. From simple tasks in our daily lives to complex processes in the world’s largest companies, digitization has taken over and seemingly become the norm. But there is still so much more to come. Continue…
by Christopher Demasi Posted in Global markets.
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