1) The document discusses how big data and investing are a great mix. It describes big data as the use of computing power to analyze large amounts of data to reveal patterns and trends.
2) Big data is growing exponentially, projected to increase from 4.4 trillion gigabytes worldwide in 2013 to 44 trillion gigabytes by 2020.
3) Companies that store, transmit, and analyze data like data centers, networking equipment, and analytics software providers stand to benefit from the big data revolution.
4) International shares provide exposure to large multi-billion dollar big data companies listed mainly in the US and Europe.
2. DISCLAIMER
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AFS License No. 233045). Any advice contained in this communication is general advice only. None of the information provided is, or should be
considered to be, personal financial advice. The content has been prepared without taking into account your personal objectives, financial situations or
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calling AtlasTrend on 1 800 589 778. Investment returns are not guaranteed. Past performance is not an indicator of future performance.
3. WHAT WILL WE BE TALKING ABOUT?
3
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?
4. PERTH’S GLOBAL INVESTING CLUB
For anyone interested in learning about international listed
shares (beginner to expert investors all welcome)
4
What?
Learn about and discuss remarkable long term global
investing trends
Who?
Why?
Sponsored by AtlasTrend – “Simple Worldwide Investing For
Everyone”
5. WHAT IS BIG DATA?
5
“The use of computing power to analyse large amounts of
data in order to reveal patterns and trends”
6. HOW BIG IS BIG DATA?
6
▪ In 2013:
4,400,000,000,000
gigabytes of digital
data worldwide
▪ By 2020: 10x
increase to
44,000,000,000,000
gigabytes
7. HOW POWERFUL IS BIG DATA?
7
https://www.youtube.com/watch?v=qry_zGZFjOc
8. REAL LIFE BENEFITS FROM BIG DATA
Faster cancer research
Better medical diagnosis (particularly rare diseases)
8
Retailers
Improving customer service e.g. targeted coupons & offers
Better inventory control
Health
Financial
Services
Better risk control
Improved investment management
9. SOME INTERESTING BIG DATA LINKS
9
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/
10. WHAT TYPES OF COMPANIES WILL BE THE
WINNERS FROM BIG DATA?
10
Data has to be
Stored Transmitted Analysed
▪ Data centres e.g.
Equinix
▪ Data transmission
equipment e.g.
Mellanox
▪ Data analytics
software e.g. IBM
11. WHAT TYPES OF COMPANIES WILL BE THE
WINNERS FROM BIG DATA?
11
Companies using big data to deliver better
products & services
Healthcare
Travel
Retail
Financial
Services
Online
12. INTERNATIONAL SHARES PROVIDE BIG DATA
EXPOSURE
12
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?
13. VISIT ATLASTREND FOR MORE DETAILS
13
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
