digital technology

The bear case on ecommerce stocks

Daniel Broeren
Daniel Broeren
Watermark Funds

Microsoft and Massive Cloud Markets

Chris Demasi
Chris Demasi
Montaka Global Investments

Identifying the winners of the digital revolution

Andrew Macken
Andrew Macken
Montaka Global Investments

Will Spotify be a long-term winner?

Andrew Macken
Andrew Macken
Montaka Global Investments

Digitisation of everything

Lachlan Hughes
Lachlan Hughes
Swell Asset Management

Spotlight on GBST Holdings

Tobias Yao
Tobias Yao
Wilson Asset Management

As the moat gets wider the profits get larger

Charlie Aitken
Charlie Aitken
Aitken Investment Management (AIM)