Inflation is here and so interest and other costs will rise, which means that margins will be squeezed. Less of each dollar of revenue will go to shareholders, making returns harder … Read More
Companies spearheading disruption hit value territory
Estimated dollar content of silicon in the car as at 2030. Note: BOM = bill of materials – i.e. cost of goods sold Source: McKinsey, Intel Semiconductors sell off The semiconductor pull-back … Read More
Inflation is here. Set quality to max.
It was a bad month for markets all around, as the US Federal Reserve finally leaned into its job – getting inflation out of the system. Its mechanism for doing this … Read More
The disruption strategy that outgrew Tesla
Below is Vesna Poljak’s Australian Financial Review Monday Fundie article ‘The disruption strategy that outgrew Tesla′ which was originally published in the Australian Financial Review on 14 Feb 2022. For the … Read More
Disruption: Would you like chips with that?
Reading time: 4 minutes It was all about “chips” – semiconductors – in 2021and likely also in 2022. We (internally) break down our portfolio into three categories – those that produce the tools … Read More
Loftus Peak features in AFR – 14 disruptive trends you need to know about in 2022
Below is an extract from Tony Featherstone’s Australian Financial Review article ‘14 disruptive trends you need to know about in 2022′ which was originally published in the Australian Financial Review on … Read More
Adviser Webinar recording “A ‘Peak’ into the Future”
If you have missed out on our FASEA CPD accredited webinar – ‘Disruption: A “Peak” into the Future’ held on the 17 November (12pm Sydney time) and would like to receive … Read More
Loftus Peak on Livewire: The next dominant theme of the decade
Earlier this week, Loftus Peak CIO Alex Pollak sat down with with Bella Kidman and Nick Griffin of Munro Partners to discuss the dominant themes of the next decade; including semiconductors, … Read More