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
The new definition of a retailer, and why Coles and Woolworths should worry
The biggest thing on the radar of Woolworths and Coles isn’t Aldi, it’s Amazon. Richard Goyder himself said so in his address to the Retailers Leaders forum a few weeks ago. … Read More
Aussie market underperforms US by 4.8% in the quarter to 31 March
Even before the bank-led sell off of today, the ASX 200 was doing badly. For the quarter to 31 March, it underperformed the US S&P500 by -4.8%, with the US index … Read More
Disruption doesn’t stop because markets fall…
It’s only a year ago that we highlighted the incredible progress made by US robotics pioneer Boston Dynamics with its four legged ‘robot cheetah’, and now we see the two legged … Read More
It’s the model, stupid…
It’s not about interest rates, or dividends or technical trends or any of the other hyped nonsense which passes for commentary, and last night we had the proof. Global indices fell, … Read More