The environment, including triple-bottom line reporting and even gender. “Of course.” You say. “I knew that.” You probably did. We have always thought of technology as the big disruptor, and it … Read More
VW’s car ‘accident’: Don’t waste a crisis
Quick quiz. By how much do VW, BMW, Daimler Benz and Ford exceed the value of Tesla? The equity in Tesla is valued at US$33b on the stock market. Daimler is … Read More
Banks year-end: forecast dividend growth slows
On Wednesday of next week, three of the four major banks will rule off their books for the year. Around four weeks later, they will announce results. And their dividends. For … Read More
CommSec Executive Series: Loftus Peak
CommSec’s Tom Piotrowski speaks with Loftus Peak Founder & CEO, Alex Pollak about the company’s investment strategy, and the main industries where disruptive business models are making an impact.
Why Apple shares will trade higher | Alex Pollak for SMH
Written by Alex Pollak. Originally published on The Sydney Morning Herald, September 24 2015. Everybody thinks that Apple is a hardware company, and it is… in part. But this is simplistic analysis, … Read More
Aussies dramatically under invested in the companies reshaping business | Livewire interview
“SMSF in Australia is very concentrated in domestic assets. Alex Pollak, CEO of Loftus Peak believes that “self managed super in this country is dramatically under invested in the companies that … Read More
Who is responsible for this savage beating?
The usual suspects are behind the glass in the police line-up for the savage assault on the Aussie market. Some people reckon its yuan devaluation, which signals the beginning of the … Read More
What Netflix coming to Australia really means
It could be argued that Netflix means nothing for Australian television viewers – all programming is already available free, stolen or bought – and yet… Foxtel has just paid up big … Read More
Retirement, Investment and the internet: What you really need to understand
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How much exposure to banks is enough? | Alex Pollak for SMH
The capitalisation of the Australian banks has more than doubled in the past three years. Can they really keep growing like they have, with regulatory pressure on capital requirements on the horizon?
Investing in disruption and Tesla – Livewire Interviews Alex Pollak
“The term ‘disruption’ has become particularly popular and in vogue when looking at new and emerging businesses. Alex Pollak is a regular contributor to Livewire and focuses on investing in disruptive businesses.”