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As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...

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...

Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think...

It has been about 10 years since the Global Financial Crisis (GFC) began to unfold. Very few were prepared for the financial damage that ensued. And it has permanently...

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors...

This week we saw Apple’s share price suffer a hangover from the launch of the iPhone 8 and iPhone X. Tesla surprised the market with the rumour that it is partnering...

With plenty of buzz about the FANG stocks, the next time you think of the word FANG, think about the underlying power of the business models and applying this to other...

Last Friday the US Technology Index fell almost 3%, with selling concentrated in the largest stocks: Facebook, Amazon, Netflix and Google (the so-called 'FANGs') plus...

Could a television show about Hugh Hefner, the Playboy founder, form part of a competitive threat to Australian retailers Coles and Woolworths? Amazon thinks it...

In part one of this three-part series, we explained how buying companies where management has their own wealth on the line can help you beat the market. In this...

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the...