Listen to Interviews with Fund Managers

Read the Sustainability Blog

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.

Read Alan Kohler's Saturday Overview
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.

Filter By Tags:

Netflix share price falls 12% as competition increases

Strike one for Netflix was the news that Disney will no longer supply programming from the end of 2019. Strike two happened late last week when several credible sources …

Alex Pollak August 25, 2017 Disruption - With Alex Pollak No Comments

Tesla raises US$1.5b senior debt, Musk flags slowdown on equity issues

The news that Tesla will raise $1.5b in senior debt signals a new phase for the company – one in which equity issues are likely to be thin on …

Alex Pollak August 11, 2017 Disruption - With Alex Pollak No Comments

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.

Alex Pollak July 7, 2017 Disruption - With Alex Pollak No Comments

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.

Alex Pollak June 30, 2017 Disruption - With Alex Pollak No Comments

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 …

Alex Pollak June 22, 2017 Disruption - With Alex Pollak No Comments

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 …

Alex Pollak June 8, 2017 Disruption - With Alex Pollak No Comments

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 …

Alex Pollak May 26, 2017 Disruption - With Alex Pollak No Comments

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.

Alex Pollak May 18, 2017 Disruption - With Alex Pollak No Comments

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 …

Alex Pollak April 28, 2017 Disruption - With Alex Pollak No Comments

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 …

Alex Pollak April 21, 2017 Disruption - With Alex Pollak No Comments

Previous