Uber: The network effect, in reverse
Do not expect Uber to right itself now that CEO Travis Kalanick has “resigned.” The company’s problems run far deeper, and the story has far from played out.
Listen to Interviews with Fund Managers
With 25 years experience in disruptive business models gained during a career with Macquarie Bank, Alex heads one of the best-performing teams in global listed technology investment in Australia. Alex was instrumental in bringing both Seek and Carsales.com.au to the Australian stock market.
With 25 years experience in disruptive business models gained during a career with Macquarie Bank, Alex heads one of the best-performing teams in global listed technology investment in Australia. Alex was instrumental in bringing both Seek and Carsales.com.au to the Australian stock market.
Why value investing isn’t what it used to be
Now is the time to be extremely wary of value investments. The unprecedented change we are living through means that the risks of value investing have never been higher.
What Amazon’s purchase of Wholefoods in the US really means for Coles and Woolworths
Amazon last week announced the US$14b acquisition of Wholefoods in the US, which has correctly been understood by the Australian market as a reason for the share prices of …
Crunch time for Australian bank investors?
Fund managers are closing shop (Altair), calling the top (Kelly) and selling out (Hunter Hall). In the five months since January 1, the Australian market has picked up just …
Data: the new oil. Here are the companies with the biggest wells
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 …
We need to talk about Snapchat
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
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 …
Look out Coles and Woolies, Amazon is coming
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 …
Tesla might not make as many cars (yet) but its margins are higher than legacy brands and growing
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
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 …
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