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Artificial Intelligence and the increasing demand for electricity
David Buckland
July 5, 2024
In this week’s video insight, I discuss the significant impact of artificial intelligence (AI) on companies, particularly the “Magnificent Seven.” AI is driving up the power needs of data centres, far beyond traditional levels. I explain this with the concept of rack power density and highlight predictions about U.S. data centre electricity use. I also mention Amazon Web Services’ recent energy deals and how these changes might influence Australia’s energy policies, including the debate on nuclear power. Continue…
by David Buckland Posted in Technology & Telecommunications, Video Insights.
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The rise of Telix Pharmaceuticals
David Buckland
May 28, 2024
In this week’s video insight, I discuss the remarkable progress of Telix Pharmaceuticals (ASX:TLX). Over the past ten months, Telix’s share price has seen significant growth, driven by advancements in radiation imaging and therapy technologies. Their flagship product, Illuccix, is gaining traction in the market. With impressive revenue growth and strategic acquisitions, Telix Pharmaceuticals is well-positioned for continued success in the healthcare sector. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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WHITEPAPERS
Investing in the Next Phase of Artificial Intelligence
Polen Capital
July 3, 2024
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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FAREWELL FISCAL 2024, HELLO FISCAL 2025
David Buckland
July 2, 2024
The Magnificent Seven (Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued their strong upward trajectory, increasing a further 37 per cent, on average, over the six months to June 2024. This helped drag up the Nasdaq, which jumped 18.1 per cent and 28.5 per cent for the 6 and 12 months to June 2024, respectively. The S&P 500 also did very well, up 22.7 per cent for the year and up 14.5 per cent for the six months to June 2024. Continue…
by David Buckland Posted in Economics, Editor's Pick, Foreign Currency.
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MEDIA
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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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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Non-bank business lending and household spending
Brett Craig
May 7, 2024
Recent data from the Reserve Bank of Australia (RBA) on the Australian non-bank financing sector alluded to the fact that businesses are continuing to turn to non-bank providers for funding. As evidenced in the graph below, the non-bank share of business credit is trending upwards. Businesses are actively turning to non-bank lenders for bespoke lending solutions and quicker access to capital, in order to maintain momentum and assist with achieving growth. The banking sector continues to be the dominant lender within the residential mortgage-backed securities (RMBS) market, as the capital requirements enforced by the regulatory framework have favoured this style of lending for the banks. Continue…
by Brett Craig Posted in Aura Group, Economics.
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Belt tightening of a different kind
Roger Montgomery
June 21, 2024
Here’s an investment theme worth watching, especially if weight loss drugs such as Ozempic start to experience mass adoption in Australia.
In the U.S., apparel retailers are capitalising on the weight loss trend in what is perhaps an unexpected way.
by Roger Montgomery Posted in Companies.
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MEDIA
Ausbiz – Stocks that are “hot” right now
Sean Sequeira
May 31, 2024
In my recent interview with Ausbiz, I discussed the current economic market, highlighting the change in investor perception regarding interest rates and its significant influence on market performance. I assessed the Macquarie conference, noting the impact of JB Hi-Fi (ASX:JBH) and Super Cheap Auto (ASX:SUL) on retailer expectations, and analysed the challenges banks face in improving their net interest margin amid rising competition and costs. Continue…
by Sean Sequeira Posted in Companies, TV Appearances.
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Beyond the next bull market
Roger Montgomery
May 20, 2024
As you have probably garnered by now, I am optimistic about the prospects for equity markets for the remainder of 2024 and for all of 2025. I believe a process of risk adoption is underway, reversing the conservative stance that dominated sentiment in 2022 and most of 2023 amid fears of rising interest rates and recession. With the subsequent side-stepping of recession along with the acceptance that rates have probably peaked, and with slow deflation continuing, investor appetite for risk can begin to improve. Continue…
by Roger Montgomery Posted in Economics.
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Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW