By Alex Pollak, CIO Loftus Peak Key Takeaways: This correction is just that – the problems we are facing are objectively nowhere near as large as those of the GFC At … Read More

Originally posted on MoneyManagement here. Money Management has found five funds investing primarily in global equities that have consistently outperformed the MSCI World Index. Money Management used FE Analytics to find … Read More

By Alex Pollak and Anshu Sharma (originally published in the ASX August Investor Newsletter) When Loftus Peak first began taking investor funds four years ago there was a perception that smartphones and … Read More

Why third quarter results pushed Apple to US$1 trillion in value Apple sales were boosted by an average selling price per iPhone which went from below US$600 to US$724. Quarterly revenue was … Read More

By Alex Pollak and Anshu Sharma (originally published on Firstlinks) The law of large numbers v runaway returns to scale There is a well understood principle in investment known as the … Read More

Key takeaways from Loftus Peak’s feature in the Australian Financial Review: The death of Moore’s Law (the idea that with time more transistors can be packed onto the one chip to … Read More

By Alex Pollak, CIO Loftus Peak Key takeaways Almost all companies fall in a downturn But those with the best metrics, like lowest gearing, can rebound much faster (read below for … Read More

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 Apple (which … Read More

To listen to the podcast interview between Alex Pollak and 2GB, click on the play button in the black bar below.

By Alex Pollak, CIO Loftus Peak 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 … Read More