Companies
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Why Polen Capital own retailer Five Below
David Buckland
July 24, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore a U.S.-based retail businesses owned by the Polen Capital Small and Mid Cap Fund – Five Below. continue…
by David Buckland Posted in Companies, Polen Capital.
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How Yeti Holdings and Floor & Décor Holdings are growing in the hard-surface industry
David Buckland
July 19, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Dechra Pharmaceuticals and Musti Group ride the pet boom
David Buckland
July 18, 2023
The COVID-19 pandemic emphasised the fact pets, at whatever price, have become family members. Two company enjoying this transformation are Dechra Pharmaceuticals and Musti Group. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Legacy point of sale providers are the walking dead
Roger Montgomery
July 14, 2023
I think investors in businesses that generate meaningful revenue from point-of-sale hardware terminals (EFTPOS terminals) are sleepwalking towards their own financial cliff. And my reading of some of the broker research notes, covering the relevant companies, tells me the market doesn’t understand the implications. There is therefore much more downside ahead for these businesses. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick, Financial Services.
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Exploring the growth prospects of Endava and Globant: pioneering companies in digital transformation and software development
David Buckland
July 13, 2023
In this week’s video insight David Buckland introduces two companies in the Polen Capital Small and Mid Cap Fund: Endava and Globant. Endava is a British software development and consulting firm experiencing steady revenue growth and global expansion. Globant is a global IT company focusing on AI and software development. Both companies have faced recent share price declines but hold strong potential for long-term growth and digital transformation in various industries. continue…
by David Buckland Posted in Companies, Polen Capital, Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Telix Pharmaceuticals – strong momentum ahead
David Buckland
July 12, 2023
Telix Pharmaceuticals Limited (ASX:TLX) is a Melbourne-headquartered $3.9 billion company which recently entered the Montgomery and Australian Eagle portfolios and seems to have very exciting prospects. continue…
by David Buckland Posted in Companies, Health Care, Stocks We Like.
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For the bubble to be a boom, AI will have to be monetised
Roger Montgomery
July 7, 2023
While Google, Meta, Microsoft and Amazon battle it out in the artificial intelligence (AI) race, we all know Nvidia is raking in billions, selling them the GPUs they require while simultaneously sending its market cap into the US Trillion-dollar club alongside its major customers. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Collins foods: Navigating challenges and seeking growth opportunities in the fast-food market
Roger Montgomery
July 6, 2023
Brisbane-based Collins Foods Limited (ASX:CKF) operates, manages, and administratively supports fast-food restaurants and food service outlets. The company’s portfolio of owned and franchised KFC outlets makes it one of the largest KFC franchisees in the world. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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From retail giants to resources: Wesfarmers’ strategic Lithium expansion unveiled
Sean Sequeira
July 4, 2023
Most people associate Wesfarmers (ASX:WES) with some of Australia’s best known retail names such as Bunnings, Kmart and Officeworks. While this is where the bulk of the earnings are generated now, the role of Wesfarmers in everyday Australians’ lives actually runs deeper than it would appear on the surface with a growing healthcare and resources exposure. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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