Daniel Wu

Senior Analyst
Milford Team Daniel Wu

Daniel is a Senior Analyst based in our Sydney office, focusing on global equities. Prior to joining Milford in November 2021, Daniel spent five years as an Analyst at Montaka Global Investments, a boutique long/short global equities manager, including two and a half years in New York covering a range of sectors as a generalist.

Prior to this, Daniel spent two and a half years as an Investment Banking Analyst at UBS and Goldman Sachs in Sydney, covering the infrastructure and TMT sectors, respectively.

Daniel holds a Bachelor of Commerce and Bachelor of Laws from The University of Sydney.

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An investment framework for generative AI

Daniel Wu,19 September 2023

Since OpenAI released ChatGPT to the public in November 2022, generative AI has taken the investing world by storm. Any

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Stock Story: Micron Technologies

Daniel Wu,5 May 2023

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Reshoring of the global semiconductor supply chain

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To say the US-China relationship has devolved over the past several years is a grand understatement. The two superpowers are

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A look at the strong growth in the video gaming industry

Daniel Wu,2 June 2022

Far from being the stigmatised pastime of one’s childhood, video gaming has gained widespread social acceptance in recent years and is finally receiving the recognition befitting an industry of its stature. It may be surprising to learn that video gaming is the largest segment within the global consumer media & entertainment landscape by a wide margin, with various third-party sources pinning industry revenues at US$180-200 billion and forecast to grow at a mid-to-high single digit rate over the foreseeable future

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Card networks: the Levi’s of the digital payment gold rush

Daniel Wu,23 February 2022

Since the beginning of the pandemic, fintech, and particularly digital consumer payments, has been the new hotness. While Australian investors

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