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Exploring the growth prospects of Endava and Globant: pioneering companies in digital transformation and software development
David Buckland
July 13, 2023
In this week’s video insight David Buckland introduces two companies in the Polen Capital Small and Mid Cap Fund: Endava and Globant. Endava is a British software development and consulting firm experiencing steady revenue growth and global expansion. Globant is a global IT company focusing on AI and software development. Both companies have faced recent share price declines but hold strong potential for long-term growth and digital transformation in various industries. Continue…
by David Buckland Posted in Companies, Polen Capital, Video Insights.
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Telix Pharmaceuticals – strong momentum ahead
David Buckland
July 12, 2023
Telix Pharmaceuticals Limited (ASX:TLX) is a Melbourne-headquartered $3.9 billion company which recently entered the Montgomery and Australian Eagle portfolios and seems to have very exciting prospects. Continue…
by David Buckland Posted in Companies, Health Care, Stocks We Like.
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Value investing? Don’t follow Ben Graham
Roger Montgomery
July 11, 2023
Over the years, there has been some confusion about our approach to value investing. And even though a majority of my 2010 book, Value.able discussed the importance of identifying quality businesses, which included a company’s bright prospects for growth, many investors and commentators have been fixated on the value component of the philosophy. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Farewell fiscal 2023, hello fiscal 2024
David Buckland
July 10, 2023
The period from late 2021 into much of 2022 saw strong rising official cash rates and widespread worries about an upcoming recession, equities mostly surprised by delivering strong performance in the financial year of 2023. Investors demonstrated remarkable resilience and adaptability as they actively pursued opportunities in the market. However, the year also witnessed a slowdown in global industrial production, leading to a weakening of commodity prices. Notably, the oil price experienced a significant decline of 30 per cent throughout FY23. Continue…
by David Buckland Posted in Market commentary.
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For the bubble to be a boom, AI will have to be monetised
Roger Montgomery
July 7, 2023
While Google, Meta, Microsoft and Amazon battle it out in the artificial intelligence (AI) race, we all know Nvidia is raking in billions, selling them the GPUs they require while simultaneously sending its market cap into the US Trillion-dollar club alongside its major customers. Continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Collins foods: Navigating challenges and seeking growth opportunities in the fast-food market
Roger Montgomery
July 6, 2023
Brisbane-based Collins Foods Limited (ASX:CKF) operates, manages, and administratively supports fast-food restaurants and food service outlets. The company’s portfolio of owned and franchised KFC outlets makes it one of the largest KFC franchisees in the world. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Fear and Greed: The stocks that impressed this investor in FY23
Roger Montgomery
July 4, 2023
I joined Sean Aylmer on The Fear and Greed Podcast to discuss the performance of different sectors and companies over the past year. The first half of the fiscal year saw a compression in P/E ratios for small and large companies due to fears of recession and persistent inflation. In the second half, only a few mega-cap global companies, drove market growth, while the rest remained relatively flat. Do undervalued small-cap companies have potential for growth?
by Roger Montgomery Posted in Podcast Channel.
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