disruptive technology

Peter Wilmshurst

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

Clime Asset Management

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

Nikko Asset Management Australia

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

Patrick Poke

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

Chad Slater

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

Niv Dagan

There is growing speculation that the ASX will make it much harder for tech companies to float their respective businesses on the exchange. The "profit test" and "asset test", may increase from $3M to closer to $10M and the spread requirements may rise to $5,000 per investor (all yet to... Show More

Marsico Capital Management

The Marsico Capital Management team believe global growth will remain “lower for longer.” We find the best earnings growth opportunities exist in companies that are innovative and poised to show revenue growth contribution from market share gains, rather than dependence on the macroeconomic environment. We think that for the next... Show More

Kent Kwan

Right now, Tesla is revolutionising the car industry with its Model S battery powered electric car. In this report we explore why Tesla is trading at an astonishing US$28 billion valuation despite delivering only 31,655 cars globally last year. For context, Mercedes sold 2.5 million vehicles during the same time.... Show More

Intelligent Investor

The release of BlackBerry’s (TSX:BB) pager in 1999 followed by its first smartphone in 2000 revolutionised the corporate world. Allowing busy professionals to check their email when away from their desks, BlackBerries became so popular that they spawned the nickname ‘CrackBerries’. Between early 1999 and mid-2008 BlackBerry’s shares had increased... Show More