The capitalisation of the Australian banks has more than doubled in the past three years. Can they really keep growing like they have, with regulatory pressure on capital requirements on the horizon?
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
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
Deep dive into Alibaba v. Amazon | Published in BRW 25/9/2014
Alibaba has been coming off from its first-day jump of 34 per cent, as investors in the US re-considered their weightings and how much growth was priced in. A run-around on the … Read More
Why they like Alibaba: US$327b in sales at 45% growth is simply staggering!
Now that Alibaba has popped 34% it’s all over for the company, right? Wrong. Actually, the numbers for the company even at US$231b valuation are, frankly, compelling. Alibaba derives its sales … Read More
How to invest in disruption: 3 trends you can invest in, and 3 you can’t | Alex Pollak writes in Smart Investor
First published in BRW and Smart Investor by Loftus Peak’s CEO Alex Pollak. Australian investors, especially self managed super funds, should consider diversifying their portfolios to include blue chip global disrupters like … Read More
As Big Auto and Big Oil get disrupted, the adjustment for investors won’t be small | Loftus Peak’s Alex Pollak writes in BRW
First published BRW and Smart Investor, 14 August 2014 and written by Loftus Peak’s CEO Alex Pollak. Australian investors, especially self managed super funds, should consider diversifying their portfolios to include blue … Read More
Tesla is worth half of General Motors and rising: disruption theme has a long way to go | Loftus Peak’s Alex Pollak writes in BRW
First published BRW and Smart Investor, 4 August 2014 and written by Loftus Peak’s CEO Alex Pollak. Australian investors, especially self managed super funds, should consider diversifying their portfolios to include blue chip … Read More
ABC’s Ticky Fullerton asks Alex Pollak about offshore investing | Video
Source: The Business | Duration: 10min 41sec
How to Invest in Tech Companies | Ross Greenwood Interviews Alex Pollak from Loftus Peak on 2GB
Ross Greenwood from 2GB speaks to Alex Pollak from Loftus Peak on how to invest in tech companies. Press the play button to listen to the interview. [/blockquote]