Technology & Telecommunications

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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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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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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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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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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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.

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While all fingers are pointing to an Australian politician being guilty of spying against Australia and allegedly for the Chinese, should we also be pointing the finger at Chinese-made electric vehicles (EVs)?  continue…

by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.

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It’ll be a surprise to many but last week, on November 30, was ChatGPT’s first birthday. While many see Artificial Intelligence (AI) and large language models (LLM) as humanlike, AI’s first year has been nothing like the first year of a human’s life. A human child’s first year is mostly consumed with sleeping and feeding. ChatGPT’s first year has been far more dramatic. continue…

by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.

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In this week’s interview on Ausbiz, I wanted to delve into the growing significance of data centers due to heightened AI demand and increased cloud expenditure, which is drawing striking parallels to the early days of smartphone adoption. This surge in AI integration amplifies the necessity for computational resources and data storage, consequently fuelling the demand for data centers and the increasing value of investing in them. Watch the full interview here. Ausbiz – Data centers thrive in AI era

by Roger Montgomery Posted in Market commentary, Technology & Telecommunications, TV Appearances.

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We have written previously that the boom in AI-theme-exposed stocks will have to be supported by monetisation in order to be sustained. There are plenty of consumer benefits from artificial intelligence (AI), and consumers will indeed be winners, but for companies to see a transformation in their revenues from AI, something more than just tacking AI-powered features onto their existing products will need to occur. continue…

by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.

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