• Gary Rollo chats to Lee Schofield, CEO at Alliance Aviation Services to tell us more about the company’s strong track record of consistent profits and growth. Watch here.

WHITEPAPERS

Winning in the age of enterprise digital transformation part II

SUBSCRIBE FOR FREE TO UNLOCK THIS WHITEPAPER

In this whitepaper you will discover:

  • Why the very best businesses are often undervalued
  • How to approach valuing digital businesses
  • The dangers of using valuation short-cuts to assess potential investments
  • The cost of missing out on owning the world’s best businesses
SUBSCRIBE FOR FREE TO UNLOCK THIS WHITEPAPER

In this whitepaper you will discover:

  • Why the very best businesses are often undervalued
  • How to approach valuing digital businesses
  • The dangers of using valuation short-cuts to assess potential investments
  • The cost of missing out on owning the world’s best businesses

Winning in the age of enterprise digital transformation part II

Digital transformation is accelerating due to COVID-19, presenting investors with compelling investment opportunities. In part two of our whitepaper series, we discuss why the very best businesses are often undervalued by public equity markets and what this means for investors.

For example, in 2006, Salesforce was trading at 104 times earnings, which many thought was far too expensive. Yet history shows that Salesforce’s shares were worth 10 times that amount at the time, based on how the company has since grown.

The issue is that it’s hard to use traditional valuation methods in a world with such radically new, network-powered businesses as Amazon, Facebook and Google. With that in mind, our whitepaper discusses new approaches for valuing and thinking about such businesses and the high and sustained growth rates they can deliver.

Most importantly, we also consider the significant opportunity costs associated with missing out on investing in them.

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Andrew Macken is the Chief Investment Officer of the Montaka funds and the Montgomery Global funds. He established MGIM in 2015 in partnership with Montgomery.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.