Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
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Cloud megatrend with Montgomery Investment Management
MP3•Episodio en casa
Manage episode 265048249 series 2599485
Contenido proporcionado por Ord Minnett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ord Minnett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30% per annum. But what does this mean for Australian companies? Gary Rollo, Portfolio Manager at Montgomery Investment Management, joins the EL&C Baillieu podcast to explain cloud computing and the investment opportunities it presents, including: • What the cloud is and why companies are migrating to it; • The size of the addressable market and the potential duration of this megatrend; • How the cloud lowers barriers to entry for small companies and what this means for innovation; and • Key stock picks that play to the cloud theme – NextDC (NXT), Megaport (MP1), and Bigtincan (BTH). Tune in to hear Gary discuss how the cloud is a significant enabler of growth for Australian small companies.
…
continue reading
29 episodios
MP3•Episodio en casa
Manage episode 265048249 series 2599485
Contenido proporcionado por Ord Minnett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ord Minnett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30% per annum. But what does this mean for Australian companies? Gary Rollo, Portfolio Manager at Montgomery Investment Management, joins the EL&C Baillieu podcast to explain cloud computing and the investment opportunities it presents, including: • What the cloud is and why companies are migrating to it; • The size of the addressable market and the potential duration of this megatrend; • How the cloud lowers barriers to entry for small companies and what this means for innovation; and • Key stock picks that play to the cloud theme – NextDC (NXT), Megaport (MP1), and Bigtincan (BTH). Tune in to hear Gary discuss how the cloud is a significant enabler of growth for Australian small companies.
…
continue reading
29 episodios
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