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Reporting season is underway, so this week we'll be looking at which companies not only met their optimistic earnings targets but knocked them out of the park, as well...

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...

The diagram below, showing the traditional newspaper value chain, is from the ACCC’s Digital Platforms Inquiry Report. It illustrates the control traditional print...

Questions about free speech on social media, internet companies’ policies on user expression, and government intervention in the tech industry are becoming impossible...

Unless you've been living under a rock or happened to be searching for this article on Facebook (too soon?), you probably know about the Australian government's...

In 2014, Peter Thiel, the founder of PayPal and Palantir, gave a lecture at Stanford University called “Competition is for Losers”. Thiel argued there was only two...

A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...

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...

Steer clear of company boards prioritising “polite chats over robust engagement”, and mistrust the adage “this time it’s different,” says Daniel Moore, co-portfolio...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...