The News is Bad and the Facts are Good
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The News is Bad and the Facts are Good
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概要
The news is bad and the facts are good – KKR CEO ScottNuttall's words from late 2024 perfectly describe many stocks in Montaka's portfolio today.
In this Spotlight Series episode, Lachlan Mackay and Tim Le dissect recent financial results from Amazon, Meta,Spotify, REA Group, and DoorDash. Across the board, the results were exceptional and competitive positions continue strengthening – yet stock prices are down significantly.
We explore why the market simultaneously fears both AI oversupply AND total disruption – two mutually exclusive scenarios. While short-term prices detach from reality, the team remains focused on fundamental earnings power and sees substantial upside ahead.
Disclaimer: Issued by Montaka Global Pty Ltd ABN 62604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professionalfinancial advice before making any financial decisions.
#Investing #TechStocks #AI #FundamentalAnalysis#ValueInvesting