After a two week break Matthew Kidman of Centennial Asset Management hosts two new panelists, in Marc Whittaker of Investors Mutual, and Joe Magyer of Lakehouse Capital. Technology and software companies are a growing part of the market, the panel discuss four home-grown software companies with big aspirations.

Key points 

  • In some cases expectations for tech stocks had run far too high, a number of the companies have now come back to earth.
  • Keep an eye out for companies that may be reliant on raising more funds to sustain their growth.
  • In some cases the valuations are high but there appears to be some attractive growth prospects.
  • Joe describes one company as a ‘beautiful stock’.
  • We even learn which tech company has caught the attention of the award winning smallcap team at Investors Mutual.

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