menu close
search-img

2fold: Take Stock with Zehrid Osmani

A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.

Podcast Podcast
Investment insights Investment insights
Future Generation Global

Stay up to date

Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.

Subscribe

This new episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.

Martin Currie is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.

Listen time 25 minutes.

Read the transcript.

Available on all major streaming platforms:


 

 

Back

Recommendations

icon Media
‘No from us’: Antipodes avoids SpaceX but likes this AI stock instead

Vihari Ross talks about the market’s hottest IPO, where she’s spotting opportunity to ride the chip boom and why she cashed out of Hyundai.

Read
icon Media
Plato, Munro invest in SpaceX as rival funds wait for the sellers

Munro Partners and Plato Investment Management are among the few Australian growth funds to invest in Elon Musk’s SpaceX IPO while most of their rivals are sitting back until the world’s hottest stock becomes cheaper.

Read
icon Media
This hedge fund is already preparing to sell its SpaceX stake

As retail investors scramble for a slice of Elon Musk’s blockbuster SpaceX float at the end of the week, one Australian hedge fund manager is planning to cash in as soon as he can.

Read
icon Media
Hedge funds double short bets on big four banks to a record $11b

Australia’s major banks are under a fresh attack from hedge funds who have doubled their short positions in the past six months to almost $11 billion.

Read