Four companies in a structurally growing industry
In this week’s video insight David takes a closer look at the migration of advertising spend to digital platforms. The Western world is dominated by Google and Facebook, and China is dominated by Alibaba and Tencent. We believe all four of these companies have business models in structurally growing industries.
The Montgomery Global Fund and Montaka own shares in Alphabet, Facebook, Alibaba and Tencent. This video was prepared 09 July with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade these stocks you should seek financial advice.