Perth’s Global Investing Club Big Data & Investing – A Great Mix! (Feb 2016)

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WHAT WILL WE BE TALKING ABOUT?

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What is Perth’s Global Investing Club?

How big is it?

What is big data?

How powerful is it?

What types of companies will be the winners from the big data revolution?

PERTH’S GLOBAL INVESTING CLUB

For anyone interested in learning about international listed shares (beginner to expert investors all welcome)

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What?Learn about and discuss remarkable long term global investing trends

Who?

Why?Sponsored by AtlasTrend – “Simple Worldwide Investing For Everyone”

WHAT IS BIG DATA?

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“The use of computing power to analyse large amounts of data in order to reveal patterns and trends”

HOW BIG IS BIG DATA?

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▪ In 2013: 4,400,000,000,000 gigabytes of digital data worldwide

▪ By 2020: 10x increase to 44,000,000,000,000 gigabytes

HOW POWERFUL IS BIG DATA?

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https://www.youtube.com/watch?v=qry_zGZFjOc

REAL LIFE BENEFITS FROM BIG DATA

Faster cancer research

Better medical diagnosis (particularly rare diseases)

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Retailers Improving customer service e.g. targeted coupons & offers

Better inventory control

Health

Financial

Services

Better risk control

Improved investment management

SOME INTERESTING BIG DATA LINKS

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Fight against cancer:

http://www.forbes.com/sites/bernardmarr/2015/06/28/how-big-data-is-transforming-the-fight-against-cancer/

How risky is a borrower:

http://newsroom.cisco.com/feature-content?articleId=1725302

How big data won Jeopardy:

https://www.youtube.com/watch?v=DywO4zksfXw

A game changer in the retail sector:

http://www.forbes.com/sites/bernardmarr/2015/11/10/big-data-a-game-changer-in-the-retail-sector/

WHAT TYPES OF COMPANIES WILL BE THE WINNERS FROM BIG DATA?

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Data has to be

Stored Transmitted Analysed

▪ Data centres e.g. Equinix

▪ Data transmission equipment e.g. Mellanox

▪ Data analytics software e.g. IBM

WHAT TYPES OF COMPANIES WILL BE THE WINNERS FROM BIG DATA?

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Companies using big data to deliver better products & services

Healthcare

Travel

Retail

Financial

Services

Online

INTERNATIONAL SHARES PROVIDE BIG DATA EXPOSURE

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No large Australian listed big data companies

Multi-billion dollar big data companies listed mainly in US and Europe

Look

Globally

Global

Shares

Returns

Diversified international shares (MSCI World Net Return Index) returned 20.2% per annum over 3 years (to 31 Jan 2016 in A$ terms)

Do you think big data shares will outperform?

VISIT ATLASTREND FOR MORE DETAILS

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Register for free 30 day membership

www.atlastrend.com/register

Curated list of companies researched and selected by AtlasTrend that are benefitting from the big data revolution all within AtlasTrend’s actively

managed Big Data Big investment fund

www.atlastrend.com/trends/big-data-big-trend