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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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