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Downturns Aren't a Threat - They're a Gift
The real challenge isn't deciding whether to invest during a downturn - it's knowing what to invest in, how, why, and when.
NextDC: TechStock or REIT in Disguise?
Quick question: What do you think about NextDC as an investment? I've been getting a lot of questions about this, so I wanted to break it down for you—Value3 style.
Nvidia's Earnings:
Why the Dip Is a Golden Opportunity in Disguise
I've never hidden my enthusiasm for Nvidia and its pivotal role in the Artificial Intelligence (AI) revolution reshaping our world. I was laser-focused on Nvidia's latest earnings report - and it didn't disappoint.
Welcome to Value3:
The Next Evolution of Value Investing
If you're reading this, it means you're curious about investing in a way that actually works for the world we live in today. You're in the right place.
Healthspan Hub:
Dedicated to Living Younger, Longer
As the global population ages, the focus is shifting from lifespan to healthspan. Let's explore why the longevity economy is a prime investment frontier and how you can position yourself at the forefront of Medicine 3.0.
Healthspan Hub:
The Medicine 3.0 Revolution
Discover how Medicine 3.0 is disrupting outdated healthcare models and unlocking longer, healthier lives in the longevity economy.
Inside the Strategy: First Value3 Webinar + Live Q&A
A strategic breakdown of key investment ideas , highlighting the rationales and tactics designed to help us capitalise on the best investment opportunities of our lifetime.
Nvidia’s Moats and Powers + Tesla’s AI Leap
We explore Nvidia’s strategic advantages, Tesla’s AI revolution, and the rising potential of "Robots as a Service," highlighting why traditional metrics fall short for explosive growth companies.
Digital Twins & AI: The Future of Semiconductors
Dive into the key drivers of the AI boom with Nick Hume, our new Tech Lead in the US, — from the infrastructure and the key players to where we see the most meaningful risks and long-term opportunities.
Market Update & AI Investing Trends
Curious about where the markets are heading or how AI is shaking things up? We’ll cover fresh investing opportunities, the latest AI moves from Google, Microsoft, and Nvidia—and how we’re staying ahead at Value3.
The Costco Algorithm + Transient Moats Q&A
Get a clear look at the Costco Algorithm—what it is, why it matters, and why you need to understand it. Plus, explore transient moats in the networked economy as a smarter way to think about competitive advantage.
Super AI Singapore - The State of Play
From the Super AI Conference in Singapore, I share key takeaways from global tech leaders, standout moments, and what I believe matters most for long-term investors as AI continues to transform the landscape.
Next DC: Under the Microscope
Bruce Carmichael, our brilliant financial engineer, walks through NextDC’s financials using our V3 and KeyMet analysis tools.
Nvidia’s Growth Potential: A “Buy” Rating Insight
Our brilliant Financial Specialist, Bruce Carmichael, explains why we rate Nvidia a “Buy” based on a conservative 30% EPS growth rate and the potential for a 29% annual compounding return over the next five years.
Car Group: A Digital Classified Powerhouse
CAR Group has been one of the best performers over the past 5 years. But, how do the returns look going forward? Is it time to park CAR Group in the garage or shift it into high gear? Our Financial Specialist Carmichael dives into the Value3 valuation process to find out.