Appen (ASX:APX) is one of Australia’s high-flying tech stocks – which collectively go under the WAAAX acronym. Its share price has almost tripled over the past year as many investors ride the Oz tech story. But to my mind, the company’s valuation looks extremely stretched.According to its own description, Appen... Show More
In December last year, I wrote an article entitled “Nothing Terribly Wrong” talking about the market fears being overdone. At the time the ASX 200 was down 12% from the top. In hindsight, a marvellous thing, I wrote it ten days before the market bottomed. The markets have bounced. Let... Show More
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
After recent market volatility, Portfolio Manager Uday Cheruvu writes on some ways to get to the bottom of a tech company's true value. Show More
In the latest Morgans Startup Series, I chatted to Rod Bishop from Jayride. Jayride Group Limited (ASX Code:JAY) is an e-commerce marketplace for travellers to compare and book ground passenger transport. Show More
To the chagrin of UK motorists, Smart Parking was on to what Arthur Daly would dub a nice little earner: sign up a client such as a shopping centre, install technology such as automated number plate recognition and reap the rewards from issuing infringement notices. Show More
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
We have updated our key picks in the tech sector following last month’s reporting season and ahead of potential catalysts we can see. Our updated key picks are: Show More
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
Silicon Valley law firm Fenwick and West recently analysed 37 investments in privately held companies valued at $1 billion+ during the 12 months to March 2015. They found that “the one thing common to every one of these funding deals… is that in every case (all 37 of them!) investors... Show More