The technology “war” has only just begun and will get worse. Big tech firms face numerous headwinds. Increasingly the tech giants are viewed as monopolists that are stifling smaller players, not paying their fair share of taxes, and facing too little regulation. We could well be heading into a new... Show More
In the past companies used to buy a database, install it on their hardware, and deploy it locally. But what we've seen over the last few years is the rise of cloud computing, a significant evolution in the way in which we save, store and access data, and that has... Show More
I chatted to Rod Drury , CEO of Xero about their move to the ASX, their growth over the last couple of years as well as some of the exciting technology driving the business forward. Show More
The launch of Amazon.com in Australia continues to occupy the attention of investors, and for good reason. Valuations for multiple stocks will continue to be adjusted as the market works through the longer term implications from entry of the online retailing behemoth. Show More
In this short video we discuss WTC’s full year results through the lens of providing logistic software solutions to more than 7,000 customers worldwide, across more than 125 countries. Show More
In a world post-2000, we find ourselves operating in the ‘new economy’ following the tech bubble and the GFC. Accordingly, the rules of the game have changed. Investors need to consider persistent low interest rates and low inflation, employment and labour participation shifts, and technological advancements, as well as ageing... Show More
As investors, we believe it is important to develop a framework so we can evaluate emerging technologies to protect and create value. In this article, we use the example of electric vehicles (EVs) to illustrate our approach towards analysing emerging opportunities and identifying the investment implications. We have focused on... Show More
It’s been an exciting quarter at Livewire; we’ve hosted the second Livewire Live investor forum at the ASX’s Exchange Square, and contributors have submitted more than 1,000 wires to the website. Financial markets have been no less interesting as they seesawed before and after the UK referendum, market commentators continued... Show More
In the latest episode of the Morgans Startup Series, I spoke with Niki Scevak, Founder of Blackbird Ventures. Blackbird is a venture capital fund that has invested in nearly 30 companies since inception only four years ago. The company recently announced a new $200m fund to help emerging companies grow.... Show More
The first blog on the road was from Texas. The second week looks at San Francisco, a city arguably at the peak of its power with money and power flowing to the many new technology stocks based there. We review some of the interesting themes that emerged from the Merrill... Show More