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Strike one for Netflix was the news that Disney will no longer supply programming from the end of 2019. Strike two happened late last week when several credible...

Do not expect Uber to right itself now that CEO Travis Kalanick has “resigned.” The company’s problems run far deeper, and the story has far from played out. Case...

Now is the time to be extremely wary of value investments. The unprecedented change we are living through means that the risks of value investing have never been...

Amazon on Friday announced the US $14b acquisition of Wholefoods in the US, which has correctly been understood by the Australian market as a reason for the share...

On Friday the 9th June, the AFR ran an excellent article on the new breed of superannuation funds hitting the Australian market place, most of whom are targeted...

What next for Snapchat? After a disastrous earnings call, the stock fell 25% and came within 25c of breaching its issue price of US$17. Those that didn’t take the...

The Economist this week makes reference to data as the new oil – the fuel on which the new economy runs. Last week, we made observations about knowledge networks, with...

Amazon and Google, two of the world’s top ten biggest listed companies, jumped around 4% in the aftermarket on the back of above-market quarterly revenue numbers...

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...

Tesla blew through car production expectations this quarter – overnight it released production figures showing it had made just over 25,000 vehicles by 31 March –...

Not really discussed in all the coverage on fintech in Australia is the impact of the Revised Payment Service Directive (PSD2) in the UK and Europe, forcing banks...

Adrian Turner nailed it yesterday at the AFR Summit, saying that 40 per cent of Australia's jobs will disappear in 10 years. "The fourth industrial revolution is under...

Over the last 40 years, investors have enjoyed a golden era, able to generate returns of close to 7.50% p.a. in investment grade credit, and over 10% p.a. in equities,...