Hey Google! Which ASX small caps are exposed to the unfolding home automation boom? The answer is the minnows Buddy Technologies (BUD, 5.4c) and Quantify Technology Holdings (QFY, 0.8c), although we caution that both have disappointed in the past. For the Adelaide-based 'cloud' minnow Buddy - previously Buddy Platform - now... Show More
I have just returned from Fidelity’s annual bespoke Silicon Valley bus tour, where the team has spent time with 26 companies and their top management. Despite all the market noise around the recent NASDAQ sell-off, this trip has provided confirmation that the pace of innovation coming out of this part... Show More
I chatted to Rod Drury , CEO of Xero about their move to the ASX, their growth over the last couple of years as well as some of the exciting technology driving the business forward. Show More
When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More
I found this short video from PM Capital’s CIO, Paul Moore, really thought-provoking, and have pulled out a few quotes for you to highlight some points that jumped out (with full video below). These include a warning on rising rates, calling technology crowded, and the systemic risk from ETF's... Show More
In this 2 1/2 minute clip, I chatted with Bevan Slattery about the history of Superloop, the reasons he is so excited on Asia as well his personal tech interests for 2018. Show More
In a recent interview, Platinum Asset Management CIO, Andrew Clifford, delivered some important insights on Chinese market opportunities. We have pulled out five key takeouts for you below. Show More
The five biggest listed stocks in the US are all tech stocks, with an aggregate market cap of US$3 trillion, roughly the same as the GDP of Germany. Nick Griffin from Munro has likened this vast tech sector to being in ‘an arms race’, and speaking at Livewire Live, he... Show More
Dr Bernard Meyerson, IBM’s chief innovation officer, was in the room in 2011 when his company’s powerful artificial intelligence (AI) computer, Watson, famously won Jeopardy, defeating the game show’s two most successful contestants. “There was an incredible euphoria. Watching the system do that was mind blowing” Meyerson said in a... Show More
CB Insights reports there are now 196 private companies around the world valued at $1B+. This year, 21 companies have joined the global unicorn club. Collectively, these companies are worth approximately $678B. Combined, they have raised approximately $142B. The largest share of the world’s unicorns (17%) are in e-commerce and/or... Show More
