tech stocks

James Marlay

I distinctly remember one investor telling me how lonely he felt undertaking the task of running his super. Alone with lots of information and no one to speak with or use as a sounding board. I’d never really thought about it until this man described the challenges of making important... Show More

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Peters MacGregor Capital Management

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping experience in China is quite different to Australia and the United States. Online shoppers in Australia typically buy discretionary items such as books, shoes and... Show More

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Clime Asset Management

At a tech conference recently, we heard from technologists and CEO’s of emerging ASX-listed companies on the edge of developing trends. Hearing them present on the changing landscape is fascinating but also has a way of making one feel uneasy with how new trends could affect investment markets. Two of... Show More

Jay Soloff

The equity market divergences in the US are becoming major points of discussion among analysts, as everyone tries to figure out what it all means for stocks. Basically, we have the divergence between the S&P 500 (up over 2% for the year) and the Nasdaq-100 (down roughly a percent year-to-date).... Show More