
Australian Investors Podcast
5 ASX shares to watch: NDQ, KGN, ABY, SOL & CTD
Oct 6, 2023
Scott Phillips, TMF Analyst, discusses five ASX shares to watch: Betashares NASDAQ 100 ETF (ASX:NDQ), Kogan.com Ltd (ASX: KGN), Adore Beauty Ltd (ASX: ABY), Washington H. Soul Pattinson & Co. Ltd (ASX: SOL), and Corporate Travel Management Ltd (ASX: CTD). Topics include the impact of AI on investing, the origin of Motley Fool, Corporate Travel Management's response to COVID-19, and the importance of long-term focus in investing.
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Quick takeaways
- Investing in tech themes like AI, robotics, cloud computing, and cybersecurity through technology ETFs is important for long-term growth.
- The e-commerce trend will continue to disrupt the retail industry, providing significant growth opportunities for companies like Kogan and Adore Beauty.
Deep dives
Scott shares five companies on his watchlist
Scott discusses five companies, including an ETF, Sol Patinson, and Kogan, that he has on his watchlist. He highlights the importance of investing in tech themes like AI, robotics, cloud computing, and cybersecurity through technology ETFs. He also emphasizes the growth potential of e-commerce, with a focus on companies like Kogan and Adore Beauty. Scott believes that the e-commerce trend will continue to drive the success of these businesses in the long term.