Ausbiz – Roger pops the market bubble myth 

In my recent interview with Ausbiz, I discussed the current state of the stock market and addressed the question of whether it is in a bubble. I noted that the typical euphoria seen in market bubbles is absent and highlighted that both the U.S. and Australian market gains, along with current initial public offering (IPO) trends, do not align with typical bubble indicators.

I mentioned the positive results from reporting season of companies like Audinate (ASX:AD8) and Life360 (ASX:360), which have outperformed expectations due to their innovative models and growth potential. Additionally, I pointed out the promising prospects of small-cap stocks, such as Lovisa (ASX:LOV), Macquarie Technology (ASX:MAQ), and Megaport (AXS:MP1). You can watch the full interview here: AusbizRoger pops the market bubble myth

The Montgomery Small Companies Fund owns shares in Life360, Lovisa, Macquarie Technology, Megaport and AudinateThis blog was prepared 8 March 2024 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Life360, Lovisa, Macquarie Technology, Megaport or Audinate, you should seek financial advice. 


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