disruptive technology

PayPal laid bare its strategy last week at their investor day and it’s clear that consumer banking is squarely in its cross hairs. It has been a long journey for...

It’s said that it was more profitable to be a pick and shovel salesman during the California Gold Rush than it was to be a gold digger. In the war of attrition for...

2020 was a once-in-a-generation opportunity for pure-play ecommerce businesses, and there was a lot of money to be made by investors. However, as we move into 2021, is...

Investors love stories like that of global e-commerce giant Amazon – which two years ago became the first company to hit a trillion-dollar market cap. Far from its...

In 2020, the long debate of growth versus value still rages. Detractors of the style will argue that with interest rates so low, these companies are mere...

Catherine Wood’s ARK Invest has remained a fund to watch from its inception. Finding success through a focus on innovation, Wood and her team apply cutting-edge themes...

Innovation may have become a buzzword of our time, but there is no question that those companies doing it properly are coming out ahead. Particularly those mapping...

In 2019 the world spent roughly 5% of global GDP or $4 trillion on technology. By 2030, this is expected to double to more than 10% of GDP or an estimated $14...

Today Tubi Group (2BE) issued a downgrade to their FY20 prospectus forecasts. This is a very disappointing outcome and a clear thesis break as the risks, rather than...

Earnings season is the premier event of the investing calendar with more results to read than you can poke a stick at. With reporting now largely over, I think it...

Tubi Group (ASX:2BE) is a recent IPO, which despite trading at a premium, came to market with little fanfare or exposure. The cynic in me thinks this is likely since...

GBST Holdings (ASX: GBT) is a software company that provides information technology services to the capital market and wealth management sectors. This week, Bravura...

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...

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...