Alphabet

In December I published an article concluding that Google’s Waymo autonomous car division was well ahead of the competition. I stand by that assessment, and its hardly...

Apple made history on 2 August 2018, becoming the first company ever to reach one trillion US dollars in market value. Five weeks later Amazon followed, crossing the...

Autonomous transport still seems like science fiction: we know it is bound to come eventually, yet it is difficult to imagine in our daily lives. But self-driving cars...

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...

Buybacks can support stock prices by reducing share counts and boosting earnings per share, although that is no guarantee of producing a rising share price....

The FAANG stocks (Facebook, Amazon, Apple, Netflix and Google/Alphabet) led the market up and participated in the recent correction. Their latest profit reports are an...

Strava is an app that styles itself as “the social network for those that strive”. Runners, cyclists and others use the app to track, share and compare their exertions...

Small and medium-sized fintechs could struggle to compete with Australia’s large banks. However, the global tech giants could cause major problems for the banks - if...

The Dow Jones Industrial Average, the broader S&P 500 Index and the tech-heavy Nasdaq Composite Index have set record highs in 2017. A common theory as to why US share...

It has been about 10 years since the Global Financial Crisis (GFC) began to unfold. Very few were prepared for the financial damage that ensued. And it has permanently...

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors...

This week the news was overrun with announcements by car makers expanding their electric vehicle ambitions. Elon Musk presented SpaceX's plans for colonisation of...

The ‘Dotcom’ crash of 2001 was a good old fashioned bubble. Many people were swept up in the euphoria as their expectations about future profits turned out to be...

Last Friday the US Technology Index fell almost 3%, with selling concentrated in the largest stocks: Facebook, Amazon, Netflix and Google (the so-called 'FANGs') plus...

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and...

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the...

As part of Livewire's 2017 Outlook Series we’ve asked 5 professional stock pickers for their views on the outlook for equities and their #1 stock pick for 2017. The...