growth companies

Latest news and analysis on growth companies

Asset Allocation

Where to for big tech, chip makers, AI & Life sciences? | Michael Frazis

Michael & I discuss a variety topics, from his fund’s 80% performance this year to his thoughts on navigating the tech & biotech sectors.
DRO
+6
Murdoch Gatti
York Wealth Management
Equities

Nvidia earnings: why investors are hitting the brakes despite big numbers"

Nvidia's strong earnings beat expectations, but a narrower margin and tempered guidance led to a 7% after-hours drop. Is it a buy?
Sally Fang
Swell Asset Management
Success and More Interesting Stuff

How WiseTech's Richard White built a 26-bagger growth darling

According to WiseTech Global's Richard White, it's all about fluency, motivated staff and persistance.
Matthew Kidman
Centennial Asset Management
Equities

How to target ASX growth stocks (and 4 ideas that stand out from the pack)

With markets rallying and rates potentially having peaked, the hunt for quality growth stocks is back on.
CDA
+24
Chris Conway
Livewire Markets
Asset Allocation

Investing In Private Growth Tech Businesses | Dan Winter & Rowan Grant

Murdoch speaks with Dan Winter & Rowan Grant, the founders & PM's at Arbor Capital about investing in private tech.
Murdoch Gatti
York Wealth Management
Buy Hold Sell

Buy Hold Sell: 5 growing small caps for FY24

In today's episode, WAM's Tobias Yao and Tyndall's Tim Johnston analyse the small caps that could become tomorrow's leaders.
BHP
CSL
MP1
+4
Buy Hold Sell
Livewire Markets
Equities

"All bear markets end" – what history tells us about the prospects of growth companies

TDM's 2023 market memo emphasises what we believe is a simple truth: if we own high quality businesses at great prices, time is our friend
Tom Cowan
TDM Growth Partners
Education

Does quality growth investing still deliver?

Global quality growth stocks underperformed during 2022. This was due to a perfect storm of excessive valuation levels, rapidly rising interest rates, and the very...
Tim Richardson
Pengana Capital Group
8