Data: the new oil. Here are the companies with the biggest wells

May 26th, 2017 Disruption - With Alex Pollak

In 2007 four of the world’s top 10 companies were oil companies, with some of the world’s biggest reserves of oil, today five are data companies – with some of the world’s biggest reserves of data.

We need to talk about Snapchat

May 18th, 2017 Disruption - With Alex Pollak

What next for Snapchat? After a disastrous earnings call, the stock fell 25% and came within 25c of breaching its issue price of US$17.

Amazon and Google report strong growth

April 28th, 2017 Disruption - With Alex Pollak

Amazon and Google, two of the world’s top ten biggest listed companies, jumped around 4% in the aftermarket on the back of above-market quarterly revenue numbers released overnight; they showed organic growth of 23% and 22% respectively.

Look out Coles and Woolies, Amazon is coming

April 21st, 2017 Disruption - With Alex Pollak

While Amazon’s direct threat is obvious, our legacy supermarkets risk cannibalising themselves as they try to compete. Alex Pollak reports on the challenge retailers face in a rapidly changing environment.

Tesla might not make as many cars (yet) but its margins are higher than legacy brands and growing

April 7th, 2017 Disruption - With Alex Pollak

Tesla’s stock price is up 28% since the beginning of the year, as the market digests the possibility that its target of 500,000 cars by 2018 is achievable.

RPSD2 – the slow burn on bank valuations

March 31st, 2017 Disruption - With Alex Pollak

The playbook for fintech disruption of Australian banks is emerging in Europe, with banks there being forced to provide customer bank details to third party payment providers from next year

Technology is not taking our jobs

March 17th, 2017 Disruption - With Alex Pollak

Worried about a robot taking your job? Alex Pollak reports you’re job might change, but technology makes life better, not worse.

Global managers – looking for love in all the wrong places

March 7th, 2017 Disruption - With Alex Pollak

If you were to look quickly, the ups and downs of reporting season would suggest that things are pretty much the same, or even slightly better. But unfortunately it isn’t so.

Apple rallies as the story fades

February 8th, 2017 Disruption - With Alex Pollak

The Apple price has popped almost 39% in the past year, including 10% in the days around the result a couple of weeks ago. This has less to do with the underlying numbers, which actually weren’t that great (more on that later) and more to do with the building excitement around the iPhone 8, which will be released around the tenth anniversary of the first iPhone in September of this year.

Can Trump disrupt disruption?

November 10th, 2016 Disruption - With Alex Pollak

Markets rallied on the back of the Trump victory, and probably correctly in the near term as the US will almost certainly commit to a series of expensive infrastructure projects to re-energise the mining industries and even possibly build a wall on the Mexican border. However ill-advised the spending targets, it is right to say … Continue reading “Can Trump disrupt disruption?”




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