Alphabet

In 2014, Peter Thiel, the founder of PayPal and Palantir, gave a lecture at Stanford University called “Competition is for Losers”. Thiel argued there was only two...

People don’t visa their lunch. They pay for it with a credit card. Teenagers don’t McDonald's a hamburger. They eat one. Someone doesn’t coca-cola a drink. Nobody says...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

Global equities saw fit to focus on the positives last week, taking heart in the Fed’s renewed pledge to support growth and in the awe-inspiring ongoing strength in...

The Australian tech sector has been a massive driver of investor returns in recent years, with the likes of Afterpay putting in big gains as it enjoys global success....

Alphabet. Amazon. Microsoft. We all know who they are, we all use their technology, but what does the future have in store for some of the worlds most recognisable...

In early 2019 we asked the five top-performing fund managers from Buy Hold Sell for their #1 stock pick for 2019. With one quarter to go, it’s time to check in on...

Markets continue to obsess over the trade war. For our parts, we remain focused on finding and backing businesses that we think have the potential to...

If you've seen the movie you know how the story goes: Facebook was created on a university campus to connect and profile students and teachers. Just over 15 years on...

There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...