Global tech – bubble or opportunity?


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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.
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136 episódios