Manage episode 290607174 series 2362606
With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?
Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:
- Why the world’s best companies will keep on growing
- How his views on buying ‘value’ companies have changed
- What constitutes a great business, and how to identify its attributes, and
- Which tech opportunities should be approached with caution.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.