At a tech conference recently, we heard from technologists and CEO’s of emerging ASX-listed companies on the edge of developing trends. Hearing them present on the changing landscape is fascinating but also has a way of making one feel uneasy with how new trends could affect investment markets. Two of the presenting companies have done fantastically well for investors, returning more than 16x and 50x investors’ money (excluding dividends) over the last 5 years. Listed tech stocks can be particularly risky, therefore the key is to confidently identify businesses that can capture and retain demand and whose competitive position gets stronger through time. We provide a quick overview of the IT sector and share three tech companies we think are of high quality. (VIEW LINK)
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