Elon Musk

Warren Buffett and Elon Musk might seem anathema, one a living legend of value investing and the other a growth stock poster-child. And yet, both are admired by the...

Plus, shares in battery graphite producer Syrah hitch an electric vehicle ride while Mincor looks set to follow suit in the name of nickel. Buying into one of the...

As natural resources equity investors, we believe the clean energy transition and its impact on materials demand should not be overlooked. This is a global, multi-year...

The next generation of Australia’s technology unicorns are galloping into sight, says Regal Funds Management CIO Philip King, and he’s betting at least a few of them...

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...

Shareholders and bondholders have bought the Tesla growth story. However, my column in The Australian notes that Tesla's significant debt, negative free cashflow and...

We have had a long-term position in lithium miners Orocobre (ORE) and Pilbara (PLS). We have varied our investment in these companies over the last few years, as their...