So, what happens in a crash, again?
Why is disruption working as an investment strategy? Is it actually different this time or just an extended build-up to a new tech crash? Alex Pollak investigates.
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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.
How Apple’s buyback creates a 27% increase in EPS
Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies, now that …
Pricing growth – why simple doesn’t work. Amazon, Apple and the Aussie market
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 …
Byton – the US$1.1b electric car start-up you have never heard of
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 trouble with index investing
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 …
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 …
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 …
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.
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 …
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