amazon

At this point, saying that e-commerce is a long-term trend with substantial scope for further consumer adoption feels like stating the blindingly obvious. However, the...

Robert Luciano of VGI Partners spotted the enormous growth potential of Amazon back in 2013 when it was trading at ~US$250. At the time, there were two trains of...

The year 2020 is one that will stand out in the history books, most notably for the COVID Pandemic but also the seismic shift in the geopolitical landscape. On the...

Overnight we saw the tech based NASDAQ rally +1.4% to fresh all-time highs with the cloud based stocks continuing to offer huge support to the group e.g. Amazon (AMZN...

Presenting recently on the state of the market and its behaviour, I was asked about some of the most risky elements currently at play. I’ve written previously about...

In the Darwinian world of capitalism, the capacity to design superior organising systems can be a powerful source of competitive advantage. For new phenomena to...

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,...

Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in...

A look back at the NASDAQNot to be overshadowed by the larger New York Stock Exchange (NYSE), the NASDAQ is the world’s second-largest stock exchange based on...

It was a prospect that seemed all but unimaginable just a few weeks ago. Amid what is shaping to be the greatest downturn since the Great Depression, the US market has...