Swell Asset Management

16/12/2022

Yesterday I was fortunate to sit down with Nadine Blayney from ausbiz, together with David Lane from Ord Minnett to discuss ten global companies and our outlook for each one in 2023 and beyond. The companies selected by Ausbiz viewers were Amazon, TSMC, Shell, ExxonMobil, NVIDIA, Ralph Lauren, Southwest Airlines, Walmart, Apple, and Tesla. A big thank you to Nadine and the team at Ausbiz for the opportunity and I hope viewers were able to make some sense of our ramblings.

https://www.ausbiz.com.au/media/the-call-thursday-15-december?videoId=26125§ionId=1993

25/10/2022

It’s one of the most common questions we are asked by prospective investors: “Is now a good time to invest?” And the answer isn’t always a simple yes or no. Click the link to learn more. https://hubs.la/Q01qz4lC0

20/10/2022

Always a pleasure catching up with Hans Lee from Livewire Markets. Netflix delivered an impressive result with revenue and profit beating expectations. In this interview, we discuss Netflix and its recently announced advertising partnership with Microsoft. I hope you find it useful.

In a world where interest rates are higher and wallets tighter, there is no doubt that consumers are cutting back, feeling dourer about the state of the global economy. All the news around torrential rain and the war in Ukraine is when we need an escape the most. It...

23/08/2022

Swell's Senior Analyst Sally Fang breaks down the real impact of ATT on Meta's business model in her latest article on Livewire Markets - link below. This article addresses the key developments around the social advertising industry, ATT changes and explains why we believe Meta is poised to accelerate its revenue growth over the long run.

Swell's Senior Analyst Sally Fang, breaks down the real impact of ATT on Meta's business model. Despite clear structural tailwinds behind mobile and social advertising growth, many headlines have expressed concern on Meta’s growth sustainability under macro headwinds and increasing competition fro...

02/08/2022

Always a pleasure to spend time with David Scutt from ausbiz discussing the latest reporting season and big tech. Despite near-term macro headwinds, the long-term outlook for these companies is strong. We discuss the latest results and our view in this video. The stand-out result from our perspective was Amazon.us, the largest position in the Swell Global Portfolio. If you would like to receive our investor insights please click on the link below.

https://signup.swellasset.com.au/fb

13/03/2022

A market fall is often followed by a recovery. Since 1972, a decline of 20% for the NASDAQ has been followed by 12.5% recovery in the next 12 months. Volatility provides opportunity.

10/03/2022

Amazon on Wednesday said its board of directors has approved a 20-for-1 stock split. It’s the first split since 1999 and the fourth since Amazon’s IPO in 1997. The company also said its board has authorized Amazon to buy back up to $10 billion worth of shares

09/03/2022

“No two countries run by women would ever go to war,” Meta Chief Operating Officer Sheryl Sandberg.

15/02/2022

Disney reported strong financial results for the quarter ended December with better than expected revenue and earnings. Operating income was almost $3.3 billion, up 145% from a year earlier. Disney’s theme parks business drove much of the upside surprise. Despite the lagging return of international visitors and lower than pre-pandemic level attendance and occupancy levels, the segment posted its second-best quarter of all time. This was primarily fuelled by increased spending per guest, up 32% year over year, reflecting positive yields from Disney’s investments in technology and innovative guest tools and offerings over several years.

27/01/2022