In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon is up 71% and …
Alex Pollak from Loftus Peak looks into a syndicate of Chinese investors that have raised US$240m in first round funding for a US$1.1b car factory in Nanjing, China, and …
The Name of the Rose is Umberto Eco’s masterpiece whodunit set in a 14th century monastery (bags of sex and grisly violence with some serious semiotics thrown in). The …
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 …
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 …
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.
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.
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 …
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 …
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 …
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