microsoft

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

When it comes to the crème de la crème of the investment world, very few companies compete with the likes of Tesla, Tencent and Microsoft. Those who invested in these...

Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...

Cashless society, the shift to the cloud and food delivery are three structural growth trends sweeping global markets. 2020 saw the tailwinds fanning these trends...

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...

In the 1990s Microsoft capitalized on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive...

Fund managers approach the running of their portfolios in a variety of ways. For example, some may liken it to the running of an elite sporting team where you maximise...

Overnight we saw the tech based NASDAQ rally +1.4% to fresh all-time highs with the cloud based stocks continuing to offer huge support to the group e.g. Amazon (AMZN...

Whether you’re investing in ASX small caps, global large caps, or somewhere in between, one challenge that all investors face is how to narrow down a huge universe of...

If Netflix is the new broadcast TV, then TikTok may be the new cable TV, serving users with a “seemingly” random and endless feed of 15 second-ish videos. A Chinese...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

Who would have thought that, just four months after the market’s March nadir, many stocks would not only have recovered, but be at new all-time highs? Or that...

Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in...

It was a prospect that seemed all but unimaginable just a few weeks ago. Amid what is shaping to be the greatest downturn since the Great Depression, the US market has...

The US S&P 500 Index has rallied ~6% from mid-August lows to be back at all-time highs. This is a classic example of the equity market climbing the wall of worry. Back...

In our latest update, we’ll discuss our ongoing investment and thesis around Infrastructure as a Service (IaaS) within the cloud computing market. We're going to...

In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers...

We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of...

The FAANG stocks (Facebook, Amazon, Apple, Netflix and Google/Alphabet) led the market up and participated in the recent correction. Their latest profit reports are an...