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Unforgettable Evening on the Golf Course
- 11 February 2025
- 5 MIN READ
Jupiter Wealth Advisors Limited hosted its 2nd Annual Golf Clinic, and what a memorable event it turned out to be! It was an absolute privilege to see our clients step away from their demanding schedules to unwind and showcase their enthusiasm for golf in a fun and inspiring setting.
With the legendary Nick Tarratt as our host and the incredible Jeev Milkha Singh and Shiv Kapur guiding our golf enthusiasts, the event was truly one to remember. Their expertise and passion for the game elevated the experience for everyone involved.
A heartfelt thank you to all who joined us, whether to play, cheer, or simply connect. We deeply value these relationships and are grateful to have such a strong Jupiter family.
Special thanks to Continental International Group for their invaluable support in making this event a success.
Here's to many more moments of camaraderie, celebration, and growth together!
Key takeaways
01
The Magnificent 7 (i.e. Apple, Microsoft, Amazon, Alphabet, Meta, NVIDIA and Tesla) by November 2025, constituted about 37% of the S&P 500. This makes the markets particularly vulnerable and sensitive to any chatter around AI being a bubble.
02
While there could be some similarities with the dot-com bubble of the 90s, there are many differences too. To begin with, it must be noted that while valuations at the moment do look elevated, these valuations are not just driven by expanding multiples. We are also seeing earnings growing. This was not always the case in the 90s bubble.
03
The capital spends by the top AI stocks have been large, but it is important to see the capex as a percentage of their revenue as well as their cash from operations (CFO). The incumbent firms have solid cash flows and growth momentum.
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