Mar 11 2024 23 mins 4
On this episode of the Invest it Best podcast, Wilsons Advisory, Equity Strategist, Rob Crookston discusses his key insights from the recent reporting season (Feb/March 24).
Topics discussed;
- The theme of cost management supporting upgrades
- Australian tech stocks relative to US tech stocks
- The rule of 40% (what it is and why it's important)
- Why Rob is so attracted to data centres
- Forecasting for FY25
Read Rob's Reporting Season Wrap Report Here
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