Decoding The Magnificent Seven: Profitability, Fundamentals, And The Future MAGELLAN - In The Know podcast

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Trading Business Australia Magellan Asset Management

Innhold levert av Magellan Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Magellan Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Decoding the Magnificent Seven: Profitability, fundamentals, and the future

4M ago 29:43

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MP3•Episoder hjem

Innhold levert av Magellan Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Magellan Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly really existed, let alone made worthwhile returns, resulted in a traumatic correction. But is it happening again? With the high-profile technology companies — widely known as the ‘Magnificent Seven’ —providing huge returns in 2023, some observers fear a repeat of the tech wreck, but all is not what it seems.

In this episode of ‘Magellan In the Know’, Key Account Manager Martin Van Eyk explores the landscape surrounding the Magnificent 7 with Portfolio Manager Alan Pullen. Together they discuss which companies will remain good long-term prospects because of strong fundamentals, and how new innovations like artificial intelligence can create change and growth. But they also look at which of the seven are best left alone.

… continue reading

52 episoder

#Trading #Business #Australia #Magellan Asset Management

Artwork

Decoding the Magnificent Seven: Profitability, fundamentals, and the future

MAGELLAN - In The Know

23 subscribers

published 4M ago

Del

MP3•Episoder hjem

Innhold levert av Magellan Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Magellan Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly really existed, let alone made worthwhile returns, resulted in a traumatic correction. But is it happening again? With the high-profile technology companies — widely known as the ‘Magnificent Seven’ —providing huge returns in 2023, some observers fear a repeat of the tech wreck, but all is not what it seems.

In this episode of ‘Magellan In the Know’, Key Account Manager Martin Van Eyk explores the landscape surrounding the Magnificent 7 with Portfolio Manager Alan Pullen. Together they discuss which companies will remain good long-term prospects because of strong fundamentals, and how new innovations like artificial intelligence can create change and growth. But they also look at which of the seven are best left alone.

… continue reading

52 episoder

#Trading #Business #Australia #Magellan Asset Management

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