The big disruptive names – Facebook, Google , Apple – have been gyrating in recent days as Wall Street tries to work out whether they will disappoint in the current earnings … Read More
The significant risks of not investing in disruption
Can you imagine a world that does not have a mobile phone? Or where the internet doesn’t exist? And yet it is only 8 years since the first iPhone, while Google … Read More
Apple up 10% if the watch launch goes well overnight…
A lot has been said about all the fun things the Apple Watch can do for you (give you the gain on the your stock portfolio, let you know when your … Read More
Tech-wreck as NASDAQ goes through 5000? – Not this time… Published SMH 3/3/2015
The Nasdaq went through the magic 5000 last night (it closed at 5008), just 1% less than the record close of 5048.6 reached on 10 March 2000, after which the index … Read More
Can Telstra really maintain a 45% valuation premium to Apple? | By Alex Pollak, published in SMH and AFR
Apple shares jumped another 1%+ last Thursday, and ended the week at US$127, or a market capitalisation of $US740 billion, which is a record high for any company ever. What drove … Read More
Why Amazon shares jumped $60 to US$364 this week, and could go higher
The market bid up Amazon 20% on the decision by Amazon to break out the numbers behind Amazon Web Services (AWS) its cloud-based web hosting business. AWS formed a major part … Read More
Here’s what moved the Google stock price 10% this week. And why it could cut 10% off the value of Telstra – published Australian Financial Review 28/1/2015
The Google stock price jumped 10% in early January, on well-sourced reports (now confirmed) that the company is partnering with the two US mobile phone companies to offer what’s known as a … Read More
Drilling down on oil rout – AFR on-line | by Alex Pollak, 23rd December 2014
An awful lot has been written about the drop in the price of oil, and the resultant fall in the value of companies which at first glance should be the beneficiaries … Read More
2GB’s Ross Greenwood speaks to Alex Pollak on the European Union proposal to tax companies like Apple, Google
Listen to Loftus Peak CEO Alex Pollak on 2GB with Ross Greenwood discussing the European Union’s proposal to tax companies like Apple and Google.
The car that’s driving Xi Jinping | Alex Pollak writes in Smart Investor and BRW Nov 2014
A lot of politicians have managed to miss the import of the very pointed comments made by Xi Jinping and Barack Obama about cutting carbon emissions. The Chinese aren’t just talking. … Read More
Fading blue chips
The term blue chip, in relation to stocks, was first coined by Dow Jones reporter Oliver Gingold around 1923. It was a reference to the highest value poker chips (which represented … Read More
Why Facebook shares are twice as expensive as Google’s | Alex Pollak writes in BRW
First published BRW and Smart Investor and written by Loftus Peak’s CEO Alex Pollak. “A few years ago, users of internet services began to realise that when an online service is free, … Read More