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
Malcolm and the unicorns – first published in The Sydney Morning Herald
Malcolm Turnbull is absolutely right to be throwing the switch to innovation – Australia is not going to mine or bank its way into an improvement in its long term growth … Read More
Atlassian – worth a lot more than US$3.3b?
The F1 (effectively a prospectus without a price) for Atlassian reveals a lot of figures, but is silent on the main one – how much the business might be worth. I … Read More
Weak data in China? Not in these names…
The world has been very nervous about China in the past two months, with a series of weak data prints (lowest quarter industrial sector growth in 20 years at 5.8%, bearish … Read More
