By Alex Pollak, CIO Loftus Peak   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 … Read More

By Alex Pollak, CIO Loftus Peak From the Australian Financial Review Now is the time to be extremely wary of value investments. The unprecedented change we are living through means that … Read More

Amazon on Friday 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 Coles … Read More

Read the piece as written by Phil Baker in the AFR on 6 May 2017 here OR read the original written by Alex Pollak below Fund managers are closing shop (Altair), calling the … Read More

By Alex Pollak – Chief investment officer – Loftus Peak What next for Snapchat? After a disastrous earnings call, the stock fell 25% and came within 25c of breaching its issue … Read More

By Anshu Sharma, Portfolio Manager and Analyst, and Alex Pollak, Loftus Peak. Apple jumped around 4% on the back of above-market quarterly revenue numbers and a stock repurchase which over time … Read More

By Alex Pollak, Chief Investment Officer, Loftus Peak Amazon in the past 24 hours has confirmed it will launch a full scale retail offering in Australia – it is now calling … Read More

Tesla blew through car production expectations this quarter – it had made just over 25,000 vehicles by 31 March – putting it on track to make 500,000 cars by 2018, according … Read More

Not really discussed in all the coverage on fintech in Australia is the impact of the Revised Payment Service Directive (PSD2) in the UK and Europe, forcing banks there to open their … Read More

Adrian Turner nailed it yesterday at the AFR Summit, saying that 40 per cent of Australia’s jobs will disappear in 10 years. “The fourth industrial revolution is under way and the … Read More