Technology & Telecommunications
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Your AI Boyfriend. What’s next?
Roger Montgomery
August 12, 2024
In 1966, Abraham Maslow said, “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” The human predilection to use the latest new technology to fix everything is enduring. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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One big question – who prevails?
Roger Montgomery
July 29, 2024
After the recent setback in prices from record highs, many investors wonder whether mega-cap U.S. technology company shares continue to slide, dragging down with them the main indices in which they represent a significant proportion, whether they merely underperform non-technology companies or smaller companies, or whether they return to leading a charge higher in both absolute and relative terms. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Why the onward march of AI and the tech titans demands change
Roger Montgomery
July 16, 2024
Remember the television show The Jetsons?
I am showing my age by declaring I looked forward to watching the Hanna-Barbera produced cartoon, The Jetsons. Perhaps I couldn’t articulate it at the time but there was something promising and hopeful about seeing George Jetson arrive home in a flying car, then sitting down to a family meal served by robot maid, Rosie. continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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Artificial Intelligence and the increasing demand for electricity
David Buckland
July 5, 2024
In this week’s video insight, I discuss the significant impact of artificial intelligence (AI) on companies, particularly the “Magnificent Seven.” AI is driving up the power needs of data centres, far beyond traditional levels. I explain this with the concept of rack power density and highlight predictions about U.S. data centre electricity use. I also mention Amazon Web Services’ recent energy deals and how these changes might influence Australia’s energy policies, including the debate on nuclear power. continue…
by David Buckland Posted in Technology & Telecommunications, Video Insights.
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WHITEPAPERS
Investing in the Next Phase of Artificial Intelligence
Polen Capital
July 3, 2024
In recent years, very few developments have captured investors’ imagination and curiosity as much as the emergence of generative artificial intelligence (AI). Explore the transformative impact of AI and the investment opportunities it presents across various sectors globally in Polen Capital’s latest whitepaper. continue…
by Polen Capital Posted in Technology & Telecommunications, Whitepapers.
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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
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Tech dreams and nightmares
Roger Montgomery
June 19, 2024
In this week’s video insight, I discuss the transformative potential of advanced technology. As futuristic innovations like flying vehicles and AI-powered robots become reality, we must consider their broader socioeconomic implications. Will these advancements enhance our lives or create new challenges? How will they impact job markets, consumer costs, and wealth distribution? continue…
by Roger Montgomery Posted in Technology & Telecommunications, Video Insights.
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WHITEPAPERS
The future of ageing: Medtech solutions for a healthier tomorrow
Polen Capital
June 18, 2024
Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population.
Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic. continue…
by Polen Capital Posted in Polen Capital, Technology & Telecommunications, Whitepapers.
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Another technology has lithium-ion in its sights
Roger Montgomery
May 14, 2024
If you’re like us, you will be fascinated by lithium and electric vehicles (EVs). Before delving into the latest fascinating development, I thought it might first be worth reminding ourselves of the challenges of investing in new technologies.
Investing in technology that advances the world must surely be a good thing? Well, evidently not. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Analysing Nvidia’s growth trajectory and valuation challenges
Roger Montgomery
April 18, 2024
In this week’s video insight, I delve into Nvidia’s (NASDAQ:NVDA) remarkable trajectory, from a key player in the autonomous car industry to a soaring tech giant, and its subsequent 1300 per cent rally. However, beyond Nvidia’s individual narrative, I confront the core challenge of valuing growth, dissecting the balance between growth rate and sustainability over time. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications, Video Insights.
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If you don’t already own Nvidia, should you buy it?
Roger Montgomery
April 16, 2024
After the disaster for equity markets in 2022, calendar 2023 saw investors return to rewarding robust fundamentals, but only for a very narrow band of companies. Perhaps it was the fear of further rate rises or the fear of recession, but investors concentrated their bets on only the most liquid securities, those of mega cap companies. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
