tech stocks

The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high-quality companies with years of...

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...

Investors rejoice, equity markets are showing sustained signs of normality after the rollercoaster ride of last year, according to Epoch Investment Partners managing...

Once the darlings of the ASX, the WAAAX stocks have recently tumbled from their throne. It would appear the hullabaloo around inflation (utter kryptonite for stocks...

The global leader with more start–ups and R&D than anywhere else. We are well and truly progressed in the momentum of a prolonged technological revolution.Investing...

As we reflect on the first quarter of 2021, we believe we find ourselves in a rather heterogeneous market. In some pockets, we are seeing hot speculation in SPACs,...

The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021. But where will the biggest gains be found? In beaten-down cyclicals,...

The tremendous performance of the U.S. equity market over the past six months has confounded many investors. Yet, look under the surface and it might make more sense....

In the 1990s Microsoft capitalized on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive...

The year 2020 is one that will stand out in the history books, most notably for the COVID Pandemic but also the seismic shift in the geopolitical landscape. On the...

In 1976, US economist, Herbert Stein, famously stated that “If something cannot go on forever, it will stop.” His observation could well be applied to the ballooning...

In my latest episode of the Morgans Startup Series podcast, I speak with Paul Wilson, co-founder and managing partner of Bailador Technology Investments [ASX:BTI], a...

When it comes to the high multiple tech stocks with ‘cloud’ based subscription models, investors can’t be accused of taking the “Mr in between’ approach. The profit...

Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this...

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...

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...

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...

After recent market volatility, Portfolio Manager Uday Cheruvu writes on some ways to get to the bottom of a tech company's true value. In 2000, when OneTel was the...