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Why we believe Telix Pharmaceuticals is an attractive investment
Sean Sequeira
April 22, 2024
In the dynamic landscape of investing, uncovering hidden gems amidst the sea of opportunities often requires a keen eye for potential change and growth catalysts. Telix Pharmaceuticals (ASX:TLX), despite its relatively short tenure on the ASX, emerges as a beacon of promise in the realm of biotech ventures. Continue…
by Sean Sequeira Posted in Companies, Editor's Pick.
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Spark your fire – Markets with Roger
Roger Montgomery
April 19, 2024
I joined Jas on the Spark your FIRE podcast to discuss the positive outlook for equities, especially innovative companies with strong growth potential. We highlighted how the current landscape of disinflation and economic growth sets the stage for firms with pricing power and discussed the rapid growth potential of small caps like Macquarie Technology (ASX:MAQ) and Megaport (ASX:MP1). Additionally, we explored the property market and emerging markets, and I spotlighted TUAS (ASX:TUA) as a stock pick worth considering. Continue…
by Roger Montgomery Posted in Podcast Channel.
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Firstlinks – Small caps are compelling but not for the reasons you might think…
Roger Montgomery
April 19, 2024
In my recent article for Firstlinks, I revisited the stance I took nearly a year ago, advocating for investment in small caps – a position that seemed premature at the time. Subsequently, the investment landscape has evolved significantly, steering many investors, myself included, towards smaller companies both domestically and internationally. The current macroeconomic backdrop, characterised by disinflation and positive economic growth, seems particularly conducive to smaller companies with robust pricing power and innovation, traits that are essential for outperformance. Read the full article here for my full insights: Small caps are compelling but not for the reasons you might think…
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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2024 March quarter update on the Polen Capital Global Growth Fund
Polen Capital
April 19, 2024
During the March 2024 quarter, the Polen Capital Global Growth Fund (the Fund) increased by 12.49 per cent in Australian dollars, while its benchmark, the MSCI ACWI Net Total Return Index, in Australian Dollars, returned 13.10 per cent. In many ways, the first quarter marked a continuation of the market dynamics already in place at the end of last year. Continue…
by Polen Capital Posted in Polen Capital.
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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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Liquidity, not popularity, is what you should be watching
Roger Montgomery
April 17, 2024
The frequency of calls that the market is in a euphoric bubble is increasing. It’s worth exploring some of the evidence used to reach that conclusion before deciding whether now is the time to adopt a more cautious stance and to ready oneself for the benefits lower prices deliver. Continue…
by Roger Montgomery Posted in Economics.
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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.
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Australia’s private credit potential: a quick start guide for savvy investors
Roger Montgomery
April 15, 2024
In a constantly evolving investment landscape, private credit stands out as an important opportunity, especially for those seeking alternatives to traditional income solutions and volatile public markets. Private credit is an option for investing that, for example, can generate potentially superior income streams to those from owning bank shares, but without the risk to capital that comes with the stock market. Continue…
by Roger Montgomery Posted in Aura Group.
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