I was astounded to read this week that just one in five millennials have eaten a Big Mac. Millennials are flocking to more natural but better quality burgers the type Shake Shack sells. McDonald's focus on speed (nearly 70% of sales in the US are drive through) makes it difficult... Show More

We believe that investing with founders gives you an edge in the stockmarket. Behind every stock there is a company and behind every company are people. Why not invest with the best like Jeff Bezos and Mark Zuckerberg? Amazon and Facebook have outperformed for years they seem to be able... Show More

Mary Meeker just released her 2016 internet trend report. There are 213 slides we have included our favourites below. US internet advertising actually accelerated last year growing 20% vs 16% driven by mobile up 66% y/y. Google and Facebook were 76% of internet advertising growth. If you're in the print... Show More

Traditional media is dominated by the big 6 movie studios (Warner Bros, Fox etc) and 4 broadcast channels (NBC, Fox etc) however as we move online it reduces to two. Google and Facebook dominate the time we spend online. Top online activities are not just media viewing but also social... Show More

It's been 7 years since the GFC stockmarket bottom. How things have changed. Apple was only the 15th largest company in the world with a market cap of $74 billion on the 9th of March 2009. Today Apple has a market cap of $561 billion (including $216 billion cash) the... Show More

CES was just like last year drones, virtual reality and fitness wearables the only difference was the competition seemed to be twice as fierce. Apple and Microsoft famously don't exhibit at CES but Chinese companies are increasing their presence. Chinese exhibitors took up over 1/3 of the floor space up... Show More

As the markets slow down toward Christmas its always interesting to look back to see what topics and people made the news. We have put together a summary of the top searches around the world including Facebook's most talked about topics (US only), Google's top trending searches and Youtube's top... Show More

Ferrari completed its IPO two days ago generating a lot of excitement as you might not be able to own the car but you can buy the stock! As we all know its not only a car but a leading luxury brand. They are selling the dream. Most people would... Show More

Gift cards are the perfect present. It's the gift of choice and it's more thoughtful than cash. You can now buy gift cards for stocks. Blackhawk the largest distributor of gift cards (supplies the gift rack cards at the end of the aisle at your local Woolworths) has teamed up... Show More

There is a lot of disruption happening in the media world. Netflix has revolutionized the way we watch TV but another company is having a massive impact on media and that's Facebook. Facebook is new media it's a brilliant business model that doesn’t pay for shows you produce the content.... Show More

Gaming as a sport it's a controversial statement. I believe it's more of a competition similar to chess rather than sport. That said the lines are blurring gamers are now being subjected to drug tests similar to sports. Online video channels like Youtube and Twitch have made gaming the world's... Show More

A lesson that I’ve learnt as an investor and consumer is the power of digital ordering. The restaurant industry has benefited from smart phones allowing us to order on the go. The innovator in Australia has been Domino’s pizza. I see a similar opportunity in Starbucks as they roll out... Show More

It's been an interesting week in technology with Amazon and Google posting blowout earnings and Apple missing estimates. The three technology companies are also designing their own buildings with a case of headquarter (HQ) fever. As a general rule I tend to worry when a company designs their own HQ.... Show More

Google (GOOG) had one of the largest ever one day gains in terms of market value increasing by $65 billion last Friday. The GOOG co-founders Larry Page and Sergey Brin made more than $4 billion each on Friday. TGIF drinks are on them! The rise was nearly as much as... Show More

The upcoming spin off of Paypal (PYPL) means the company is single once again splitting up with Ebay on the 20th of July. Being independent will allow PYPL to truly partner with retailers in digital commerce. PYPL is uniquely positioned in digital payments handling one in every six dollars spent... Show More

As Greece continues to make headlines I thought it might be worthwhile to take a step back and look at other market trends. The venture capital firm Andreesen Horowitz put together a slide pack about technology funding. One slide hit home about the value created in private versus public markets.... Show More

China's stockmarket is the best performing in the world. The volatility in the past week has caught everyone's attention. In the months of April and May 24.9 million new stockmarket accounts were opened. As you can see below this increase is accelerating with over 4 million new accounts being opened... Show More

This past week English Premier League champions Chelsea played Sydney FC in front of a crowd of nearly 84,000 at ANZ stadium. It was a a big event the Premier league is the biggest football league in the world and its teams are global. It felt like more of a... Show More

I always look forward to Mary Meeker's Internet Trends presentation. This year's 197 slide blockbuster did not disappoint. I have included seven of my favorite slides below. Show More

Everyone is always looking for the next great stock tip from hedge fund gurus. But no one seems to bother to analyse the performance of corporate CEOs and how they invest. Warren Buffet's Berkshire Hathaway is the exception but companies like Google and Amazon have been also widely successful investors.... Show More