Baidu was up 5% last week, and is now up more than 15% in the past few months. The press suggested this is on the back of talk of an expansion … Read More
What is the difference between a technology investment and a disruptive one?
What is the difference between a technology investment and a disruptive one? Investors always assume that disruptive businesses are technology businesses. Amazon started as a constituent of the technology sector, … Read More
Uber scores second place in China, closes in on US$60b+ float
Uber yesterday admitted defeat in China, folding its business into that of its major competitor, dominant China ride-sharing service Didi Chuxing. But it’s hardly humiliating – Uber will emerge with a … Read More
Netflix: a disruptor loses its edge
Netflix fell 12% in after-hours trade in the US on Monday night to US$85.90. It’s likely to go lower, in my view. Here is the problem. The company yesterday reported a … Read More
What Pokemon Go really means
Nintendo (Tokyo 7974) jumped another 17% today, hitting a high of 26,460 Yen per share, and has now doubled in two weeks. At this value, the company is worth US$34b. That … Read More
South Australian manufacturing: The election swing toward protectionism won’t help
There is a clear message in this election in the swing toward fringe parties as represented by Pauline Hanson and Bob Katter. And a clear message to Malcolm Turnbull from the … Read More
The VW scandal, and why we need to overhaul the “safe investment” definition
Students of disruption in big companies will be familiar with how this is playing out. Big company comes to party late after realising another company is poised render it obsolete. Announces … Read More
Microsoft Buys LinkedIn | Ross Greenwood Interviews Alex Pollak on 2GB
Ross Greenwood from 2GB speaks to Alex Pollak from Loftus Peak on Microsoft’s acquisition of LinkedIn Press the play button to listen to the interview.
Elon Musk makes a mistake
And his stock will open down 10% tonight in the US just to make sure he knows it. Musk’s Tesla contracted to buy Solar City last night in a deal worth … Read More
Does your portfolio manager hold shares in oil and car companies like Exxon and Ford? You might want to read this… by Alex Pollak, Loftus Peak CIO
There hasn’t been much in the way of serious comment about the investment implications of the electric and autonomous car. The media disruption story, the poster child for what went wrong … Read More
Fairfax disrupted. What’s next?
Fairfax finished its round of redundancies last night, with 30 forced out of a total of 100. Nobody should be surprised to learn that this won’t be the last round – … Read More