technology

The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes...

It wasn't until I read Ray Dalio's 'Principles' book that I knew how long he had been visiting China, and how closely he has been involved with its economic story. (I...

Many investors are increasingly comparing this current cycle with the late 1990s tech boom and bust. The similarities are straightforward, i.e. rapid and unsustainable...

Alphabet’s first quarter result demonstrated a slowdown in websites revenue (advertising revenue from Google websites). The quarterly number only came in 1% below...

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...

With stocks near all-time-highs, there is steadily accumulating evidence that this may be a historic time to sell. PMIs are diving. PMIs give false signals (eg 2016...

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...

Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing....

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly,...