digital technology
A high quality opportunity off its highs
Tim Warner
Totus Capital
Are the changes in the tech sector structural or temporary?
Hue Frame
Frame Funds Management
If you're waiting for a dip in tech, here it is
Nicholas Plessas
Livewire Markets
The bear case on ecommerce stocks
Daniel Broeren
Watermark Funds
Microsoft and Massive Cloud Markets
Chris Demasi
Montaka Global Investments
Identifying the winners of the digital revolution
Andrew Macken
Montaka Global Investments
Will Spotify be a long-term winner?
Andrew Macken
Montaka Global Investments
Digitisation of everything
Lachlan Hughes
Swell Asset Management
Spotlight on GBST Holdings
Tobias Yao
Wilson Asset Management
As the moat gets wider the profits get larger
Charlie Aitken
Aitken Investment Management (AIM)
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