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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Friday Jul 05, 2024
Friday Jul 05, 2024
Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence.
That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to stay higher for longer (in Australia at least), and earnings need to deliver for companies to keep pushing higher.
So in this episode, Livewire's Ally Selby was joined by two tech analysts in Wilson Asset Management's Sam Koch and Alphinity Investment Management's Andrey Mironenko.
They analyse three of the market's tech darlings, including Life360 (ASX: 360), NEXTDC (ASX: NXT) and Data#3 (ASX: DTL), share how they are invested in artificial intelligence on the local bourse, and name some of the factors that will be key to investors success over the next 12 months.
Plus, they each name their highest conviction tech stock for markets today.
Note: This episode of Buy Hold Sell was recorded on Wednesday 3 July 2024. You can read an edited transcript below.
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