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
What Amazon’s purchase of Wholefoods in the US really means for Coles and Woolworths
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
Crunch time for Australian bank investors?
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
We need to talk about Snapchat
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
Knowledge networks, and how they work
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
Amazon brings its “Flywheel” to Australia
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
The bull case for Tesla
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
PSD2 – the slow burn on bank valuations
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
Why the ‘technology eats jobs’ argument is wrong
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
Global managers – looking for love in all the wrong places
If you were to look quickly, the ups and downs of reporting season would suggest that things are pretty much the same, or even slightly better. This isn’t so. Telstra has … Read More
Apple rallies as the story fades
The Apple price has popped almost 39% in the past year, including 10% in the days around the result a couple of weeks ago. This has less to do with the … Read More