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The importance of thinking about stocks as businesses
Polen Capital
April 26, 2024
Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when food suppliers will deliver fresh ingredients, and how much revenue is needed to cover operational expenses such as salaries and rent. Continue…
by Polen Capital Posted in Investing Education.
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Equity Mates: Roger Montgomery – 5 stocks he’s buying today
Roger Montgomery
April 24, 2024
Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss his current view on the market and opportunities for small caps and private credit. This episode also covers what’s next for interest rates, why now is the time to deploy cash, Roger’s investment philosophy and stock picking process and five stock stories. Continue…
by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Small Caps.
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Three stocks the Polen Capital Global Growth Fund recently added to its portfolio
Polen Capital
April 24, 2024
In the March 2024 quarter, we strategically added new positions to our portfolio, including Sage Group, Airbnb, and Paycom. We believe the Polen Capital Global Growth Fund’s valuation is currently fair for what we consider to be a collection of some of the best companies in the world. Continue…
by Polen Capital Posted in Companies, Polen Capital.
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Why we think Hub24 is a quality growing company
Michael Gollagher
April 23, 2024
The Australian superannuation system is often seen as one of the envies of the world. With assets totalling $3.7 trillion, our system is the fourth largest in the world and grew by 10 per cent over 2023 from a combination of contributions made to superannuation and underlying investment performance. Continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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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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