blackwattle investment partners

Latest news and analysis on blackwattle investment partners

Equities

Tencent - Quality franchise on discount valuations

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system
Sunny Bangia
Blackwattle Investment Partners
Asset Allocation

Outlook for global equities, tech, US housing, India & more | Sunny Bangia

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China
+9
Murdoch Gatti
York Wealth Management
Reporting Season

South32 is unloved right now and that might be the best thing for long term investors

Depressed commodity prices and rising costs are taking their toll at South32 but commodities is a sector where being contrarian can pay off.
BHP
S32
James Marlay
Livewire Markets
Equities

Long and Short Opportunities within the ASX

Blackwattle Investment Partners' Ray David discusses the best Long and short opportunities currently on the ASX following reporting season.
AX1
CAR
+2
Ray David
Ray David
The Rules of Investing

Blackwattle's Ray David is raising red flags about market darling CSL

Plus, the company with the best suite of assets on the ASX
BHP
CSL
IPL
+3
The Rules of Investing
Livewire Markets
5