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
This infographic outlines the ambitious roadmap for facebook’s next ten years, including solar-powered drones delivering global internet access, training neural networks through its open source system, and the 'Brain-Computer interface project' to let you type with your thoughts... Show More
This Bloomberg article focuses on the growing interest in Australian companies from offshore acquirers. There was $76.1 billion of cross-border M+A last year, with health care, education and tech in focus, while Industrials and utilities are now in the cross-hairs. Goldmans is now reportedly seeking to double its principal investments:... Show More
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 potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More
In our ‘Internet Dealbook’ we track Angel, VC, PE and M+A activity across Internet and technology-related companies. Last year Australia saw $2.9b in investment and acquisition activity across the 120 deals tracked from public sources, and the outlook for 2017 is very positive. Show More
McKinsey recently revisited their 2011 research on the potential of data and analytics to reshape entire industries. They argue that the opportunity has grown significantly since then, and that adoption has been very uneven. The gap between the leaders and the laggards is wider than ever as a result. As... Show More
A key change across the Antipodes Partners’ Funds over the quarter has been a broadening of the technology cluster to take advantage of observed valuation dispersion. Similar to the technology bubble and subsequent “tech wreck” at the turn of the century, the market’s focus has narrowed around higher growth “winners”... Show More
Australian initial public offerings significantly outperformed the broader sharemarket in the third quarter, with the IT sector dominating both in terms of the number of floats and returns. Show More
Are we being inundated with technology floats? Show More
Aggressive valuations among technology companies are hardly a new phenomenon. The widespread concerns over high pre-IPO valuations today recalls debates over the technology bubble at the turn of the century. A sharp decline in the venture-capital funding for US-based companies in the first quarter of the year feeds into that... Show More
In The AFR I explain why Microsoft's Bill Gates, Tesla's Elon Musk, celebrated Cambridge University physicist Stephen Hawking, and nobel prize winning scientists think the single greatest existential threat to humanity is evolving a successor to our species in the form of "strong" artificial intelligence. My columns will occasionally flesh-out... Show More
Aussie market delivered another positive day despite global investors selling on currency and market strength. The low turnover day like today was caught between optimistic local investor and pessimistic global investor. The last 3 years of daily returns will tell you that there is less than 3% probability of getting... Show More
