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

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

1M ago 29:43

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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

49 episoder

#Trading #Business #Australia #Magellan Asset Management

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

MAGELLAN - In The Know

23 subscribers

published 1M ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Magellan Asset Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Magellan Asset Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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

49 episoder

#Trading #Business #Australia #Magellan Asset Management

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