The US reporting season, which is currently in full swing, has dramatically illustrated the difference in the performance of traditional blue chip Australian companies relative to those that are disrupting them. … Read More
Start-ups or disruptive corporations? Where best to invest?
Big news in disruption in the next few days, with Amazon reporting Friday morning (Aussie time), Google the day after and Apple on Thursday. An equal dollar investment in all three … Read More
Who gets caught when the markets say ‘Gotcha!’ to fossil fuels?
We have been led to believe that the planet is the first victim of our slowness to move to renewable energy. It is the second. The first group affected are those … Read More
What’s under the hood of your Super Fund
This post was originally published on the SMH. Click here to read it on the SMH website. The release of quarterly super fund data today showing negative returns for balanced funds, including a … Read More
What is the next big disruptor?
The environment, including triple-bottom line reporting and even gender. “Of course.” You say. “I knew that.” You probably did. We have always thought of technology as the big disruptor, and it … Read More
VW’s car ‘accident’: Don’t waste a crisis
Quick quiz. By how much do VW, BMW, Daimler Benz and Ford exceed the value of Tesla? The equity in Tesla is valued at US$33b on the stock market. Daimler is … Read More
Banks year-end: forecast dividend growth slows
On Wednesday of next week, three of the four major banks will rule off their books for the year. Around four weeks later, they will announce results. And their dividends. For … Read More
CommSec Executive Series: Loftus Peak
CommSec’s Tom Piotrowski speaks with Loftus Peak Founder & CEO, Alex Pollak about the company’s investment strategy, and the main industries where disruptive business models are making an impact.
Why Apple shares will trade higher | Alex Pollak for SMH
Written by Alex Pollak. Originally published on The Sydney Morning Herald, September 24 2015. Everybody thinks that Apple is a hardware company, and it is… in part. But this is simplistic analysis, … Read More
Aussies dramatically under invested in the companies reshaping business | Livewire interview
“SMSF in Australia is very concentrated in domestic assets. Alex Pollak, CEO of Loftus Peak believes that “self managed super in this country is dramatically under invested in the companies that … Read More
Who is responsible for this savage beating?
The usual suspects are behind the glass in the police line-up for the savage assault on the Aussie market. Some people reckon its yuan devaluation, which signals the beginning of the … Read More