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AI Summit 2024: Artificial intelligence bulls are sticking to Nvidia despite 600pc share price rally

AI Summit 2024: Artificial intelligence bulls are sticking to Nvidia despite 600pc share price rally
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Qiao Ma , Melbourne Based Munro Partners ,

Chanticleer podcast: US inflation impact, Guzman y Gomez's new investors, Qantas' Frequent Flyer point changes

This week, James and Anthony consider what the US inflation print means for US president Joe Biden, compare the turnover of a Guzman y Gomez store to its competitors, and discuss changes to Qantas’ loyalty program. ....

Joe Biden , Guzmany Gomez , Qiao Ma , Steve Eisman , Anthony Albanese , Commonwealth Bank Or Woolworths , President Joe Biden , Commonwealth Bank , Classic Rewards Plus , Classic Reward , Big Short , Ryan Stokes ,

Rate cuts don't matter to these 'fallen angel' stock picks

On Thursday morning, investors will be obsessing over what US inflation data says about rate cuts. But Munro Partners’ Qiao Ma won’t be one of them. ....

Western Australia , United States , Qiao Ma , Gabriel Radzyminski , Wall Street , Munro Partners , Sandon Capital , Onto Innovations , Comfort Systems , Fleetwood Australia , Chinese Year ,

Munro Partners sees its patience rewarded in performance

Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month. ....

Qiao Ma , Munro Global Growth Fund , Cap Fund , Applied Materials , Global Growth Small , Mid Cap Fund ,