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.
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.
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.
Sumit Gautam avoids the word ‘bubble’ when describing the frenzy surrounding AI, but warns of the dangers of getting caught up in the hype.
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.
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.
Munro Partners partner Kieran Moore believes London-listed money transfer company Wise could see its share price lift 50 per cent by 2025.
The growing importance of Asia was evident at the Sohn Hearts & Minds Investment Leaders Conference, with fund managers tipping three Hong Kong-listed shares.
When the drama series Billions was looking for inspiration, it turned to hedge fund boss Daniel Loeb.
Rapid technological developments are changing the face of healthcare – and making money for those who know where to look.
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.
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.
The world’s highest-profile tech investor is bruised — but bullish — over disruption, markets and Bitcoin hitting $US1.5m.
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.
The Sohn Hearts & Minds conference at the Sydney Opera House on Friday comes at a volatile time for markets.
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.
LISTEN | Kelly Bayer Rosmarin was caught between customers and selling the telco’s strategy.
Mining stocks are poised to rise amid tight supply for key commodities such as copper, nickel and uranium, says Terra Capital founder Jeremy Bond.
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.
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.
Serial entrepreneur and tech expert Scott Galloway sees profound losses and opportunities in a world remade by the pandemic.
Paradice’s David Moberley is excited about the “game-changing” opportunities for Australia’s foremost health care stock.
The brightest stock for 2021 is a Chinese manufacturer behind Nike, Adidas, Uniqlo and Puma, says Cooper Investors’ Qiao Ma.
A Chinese payments group whose founder owns 40 per cent is the hot stock pick from Tekne Capital’s Beeneet Kothari.
Regal’s Todd Guyot is watching one Aussie furniture retailer with expectations its share price could double in the next three years.
Jun Bei Liu sees a pocket of sharemarket opportunity in the threat of China trade tariffs on Australian goods.
Nick Griffin has his eye on an “under-appreciated” grocery stock that he tips as the big sharemarket winner of 2021.
Hamish Corlett expects communications platform Slack’s share price to grow 25-30 per cent per annum.
The rise of telehealth and online medicine as a result of the COVID-19 pandemic brings opportunities for savvy investors.
Pershing Square’s founder has revealed how a portfolio hedge via credit default swaps proved very profitable.
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.
Original URL: https://www.theaustralian.com.au/topics/sohn