The ASX’s biggest AI winner this year isn’t a tech company
You have to admire how a sprawling global business has been reshaped to be part of a strong investment thematic. You also have to believe to justify the valuation.
Anyone who thinks big listed companies are stale, inflexible and boring needs to tune into Goodman Group.
In the space of a year, the warehouse giant has gone full data centre developer, promising to repurpose land and warehouses, and capitalise on one of the hottest investment themes – artificial intelligence – globally.
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Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies. Connect with Anthony on Twitter. Email Anthony at a.macdonald@afr.com
