Bannan backs travel stock to soar
A former darling of the Australian sharemarket has been tipped for a revival by one high profile fund manager at the Sohn Hearts & Minds conference.
SOHN
‘This stock is going to take off’: top share picks from SOHN
One stock is at a 20-year low after a ‘woeful’ time, another is a Queensland-based small cap ripe for a boom. These are the top picks from experts at this year’s SOHN conference.
Tech investor cautious about over-hyped AI
Sumit Gautam avoids the word ‘bubble’ when describing the frenzy surrounding AI, but warns of the dangers of getting caught up in the hype.
Webster Financial ‘avoided mistakes of US bank failures’
The US financial sector is not without its problems but Ravi Chopra backs Webster Financial Corporation as his stock pick for the 2023 Sohn Hearts & Minds Conference.
ARK founder Wood backing bitcoin
Tech investment guru Cathie Wood is a high conviction bitcoin enthusiast, so it was fitting she chose a related product as her hot pick for the year ahead.
Wise tipped to soar by Munro Partners
Munro Partners partner Kieran Moore believes London-listed money transfer company Wise could see its share price lift 50 per cent by 2025.
Asian market proves its worth with three picks
The growing importance of Asia was evident at the Sohn Hearts & Minds Investment Leaders Conference, with fund managers tipping three Hong Kong-listed shares.
How the real Bobby Axelrod made his Wall Street billions
When the drama series Billions was looking for inspiration, it turned to hedge fund boss Daniel Loeb.
Hot stocks to ride the next healthcare trends
Rapid technological developments are changing the face of healthcare – and making money for those who know where to look.
Crypto price ready to soar: ARK backs bitcoin trust
Rolling coverage of the hottest stocks tips from the world’s best money managers. The world’s love of chips sees Bayberry Capital’s Angela Aldrich pitch a food processing group, while Ellerston Capital homes in on healthcare.
ARK’s Wood is wary about the tech giants
She’s a big fan of Tesla and Meta but ARK Invest chief and founder Cathie Wood says some of the tech giants which make up 30 per cent of the S&P 500 are vulnerable to disruption.
Why stock picker Cathie Wood can’t stand Google
The world’s highest-profile tech investor is bruised — but bullish — over disruption, markets and Bitcoin hitting $US1.5m.
Future Fund weighs up AI productivity riddle
A year on from the start of ChatGPT, the Future Fund hasn’t decided how to play this phase of the AI revolution but is open to the possibility it will be a major boost to productivity.
Stock stars in the house
The Sohn Hearts & Minds conference at the Sydney Opera House on Friday comes at a volatile time for markets.
Advancing medicine in scientist’s DNA
When genomic scientist Daniel MacArthur had the opportunity to set up a new Centre for Population Genomics in Australia in 2019, he jumped at the chance.
Optus misses mark during closed analyst briefing
LISTEN | Kelly Bayer Rosmarin was caught between customers and selling the telco’s strategy.
Bond bullish on commodity stocks, uranium
Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.
How Munro will pick its next stock winner
Global growth fund manager Munro Partners will have a difficult task choosing a single company to tip to an audience of industry heavyweights at the Sohn Hearts & Minds conference.
Big thinkers in hunt for brain cancer cure
Melbourne scientist Misty Jenkins has had a long-time interest in immunology. But it was a neuroscientist friend who urged her to focus her skills on seeking a cure for brain cancer.
How Covid split the world in two
Serial entrepreneur and tech expert Scott Galloway sees profound losses and opportunities in a world remade by the pandemic.
Biggest health stock ‘still underrated’
Paradice’s David Moberley is excited about the “game-changing” opportunities for Australia’s foremost health care stock.
Mobile payments stock on a tear
A Chinese payments group whose founder owns 40 per cent is the hot stock pick from Tekne Capital’s Beeneet Kothari.
The hot stock powering Nike, Adidas
The brightest stock for 2021 is a Chinese manufacturer behind Nike, Adidas, Uniqlo and Puma, says Cooper Investors’ Qiao Ma.
The retail stock to watch in 2021
Regal’s Todd Guyot is watching one Aussie furniture retailer with expectations its share price could double in the next three years.
Share value amid China trade threat
Jun Bei Liu sees a pocket of sharemarket opportunity in the threat of China trade tariffs on Australian goods.
This grocery stock is ‘underappreciated’
Nick Griffin has his eye on an “under-appreciated” grocery stock that he tips as the big sharemarket winner of 2021.
Slack shares have room to grow
Hamish Corlett expects communications platform Slack’s share price to grow 25-30 per cent per annum.
Why telehealth stocks will soar
The rise of telehealth and online medicine as a result of the COVID-19 pandemic brings opportunities for savvy investors.
How Bill Ackman dodged the Covid bullet
Pershing Square’s founder has revealed how a portfolio hedge via credit default swaps proved very profitable.
The stock that returned 500%
Top picks of 2019’s SOHN Investment Conference have put the broader market to shame, with one hot stock returning more than 500 per cent.
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