Oscar Oberg

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Since around September 2018, economic data in Australia has weakened, largely due to the flow-on effect of falling house prices on... Show More

Lachlan MacGregor

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 controversial. But I underestimated how much Tesla’s promotion of its own efforts were confusing customers and potentially investors about their place in the... Show More

Buy Hold Sell
Buy Hold Sell

Over the past four years more than 50 fund managers have delivered over 1000 calls on our weekly Buy Hold Sell video series. We've reviewed the data to see if the fundies were delivering results and which of them had been the best performers. The results were solid with the top... Show More

Lachlan MacGregor

Autonomous transport still seems like science fiction: we know it is bound to come eventually, yet it is difficult to imagine in our daily lives. But self-driving cars are becoming a reality rapidly and this month Alphabet (Google) took us a step closer to that future. Waymo, Alphabet's autonomous car... Show More

Lachlan Hughes

The ‘Dotcom’ crash of 2001 was a good old fashioned bubble. Many people were swept up in the euphoria as their expectations about future profits turned out to be nothing more than unfounded hope. For many Australians, it is a case of once bitten, twice shy. Roll forward 17 years,... Show More

Stuart Pearce

Much has been written about the FAANGs - Facebook, Amazon, Apple, Netflix and Google (Alphabet). With a combined weighting of almost 5% in the MSCI World Index, and returns of 43.3% over the year they have largely driven US and global indices. Not so much has been said about the... Show More