Sectors: Technology
CAR has corrected more than 20% since its late 2024 high, a slower pullback than many growth names of late but meaningful nonetheless.
Of the MAG7 what would be you top picks in the current pullback? Are you targeting any for the international equities portfolio and when would you enter?
TTD has dropped almost 50% since its results. Is this a table thumping buy at these prices?
Looking for your thoughts on Service Now. After the pullback on lacklustre FY25 revenue growth is this looking like reasonable entry or could we see further declines towards $800?
To the MM team,
Please can you provide me your latest thinking on PMV. Most of the financial metrics look solid. But, I am aware that PMV is a very different business now to what it was 6 months ago.
Then, if possible I would also like to hear your thoughts on 360. It seems a great business with the major concern being a lack of a sustainable moat (i.e. the big IT platforms could provide the same service as a free add-on).
Regards,
Charles
Hi guys
Your thoughts on the sell off from wtc. Richard white is still there and although they guided revenue to be at the bottom end they still maintain profit will be at the top end.do you see this as a good buying opportunity
Thanks
Tony
Hi MM
I need to take a loss and unfortunately have a number of holdings to choose from! Generally speaking, focusing on the quality of the business and future prospects which of the following would be on the chopping block for selling AD8, WTC , COH ,TPG or MIN?
Thanks
Shares of NVDA struggled overnight even after the chip goliath exceeded fourth-quarter expectations on the top and bottom lines.
Continuing the car theme from APE, the math is simple: more turnover in the auto market equals increased revenue for CAR. Subscribers know we like CAR but exited the stock on valuation grounds in December; the subsequent weakness has partly addressed this issue, with the stock having already retreated over 15% from its high.
AI behemoth NVDA reported at 8:20 a.m. this morning and the report is solid. Q4 revenue and forecast were ahead of targets, and the CEO’s comments pointed to strong demand for their new products, implying that the A1 buildout remains upbeat.
