In this Friday Fundie feature from Equity Mates, our co-founder and co-portfolio manager Armina "Arms" Rosenberg shared seven under-the-radar stocks currently on our watchlist at Minotaur Capital, Australia's first AI-powered global hedge fund. Our global equities strategy focuses on uncovering little-known opportunities across international markets through rigorous equity research and disciplined portfolio management.
Arms discussed a diverse mix of holdings, including Australian medtech Artrya, Japanese cloud accounting player Freee, Korean subscription business Coway, US-listed JOYY, semiconductor supplier Kokusai Electric, VTuber agency COVER, and Korean games studio Shift Up. Each represents a niche opportunity that many investors have overlooked.
On Kokusai Electric, Arms noted:
"I think this is the best picks-and-shovels story most people have never heard of. Kokusai makes the batch ALD machines that deposit atom-thin layers inside memory chips, and it holds roughly 80% of that global market."
We believe combining AI with fundamental analysis helps us identify compelling opportunities others may miss. As always, please do your own research before making any investment decisions.
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