Nick Griffin is the chief investment officer of Munro Partners. Mr Griffin will present an investment idea at the Sohn HeartsHas the sell-off in the global tech giants been overdone?right now. After a decade of strong growth, with most of them reaching $US1 trillion in market cap, they have ultimately become more sensitive to the macroeconomy than they have been previously due to their enlarged size. As the economy slows, so too has their revenue growth.
While the sell-off does look overdone, the decision from here is which one of these companies can manage costs to a slowing revenue environment and ultimately improve shareholder returns. For us, Amazon and Google have the management teams and the opportunity to do this and look best placed to solve this over the coming quarters. Meta, on the other hand, looks likely to be stuck in the penalty box until the metaverse investments start to pay off … if at all.
A company we like but had missed in the previous semiconductor cycle is Marvel Technologies. The company focuses on networking products that are vital to how we connect to the cloud. As cloud computing grows, Marvel grows, and we see nothing to suggest this opportunity has gone over the medium term.Short exposure is relatively small currently, but for the ones we do have, there are two main areas we are currently focused on.
Source: Energy Industry News (energyindustrynews.net)
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