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Alex Pollak

Think about this. In a world where search is done by voice, a lot of the screen-based, visual and clickable data which is surfaced via a keyboard is suddenly obsolete. This means very big changes for the business models of Google, Apple and Amazon for starters. Show More

Alex Pollak

Netflix fell 12% in after-hours trade in the US on Monday night to US$85.90. It’s likely to go lower. Here is the problem. The company yesterday reported a 40% shortfall on its own 2.5m subscriber growth number estimate for the quarter. Show More

Alex Pollak

The F1 (effectively a prospectus without a price) for Atlassian reveals a lot of figures, but is silent on the main one – how much the business might be worth. I am not in possession of any broker information, don't work for the company, nor have I received any company... Show More