tesla

Around three months ago, we wrote an article entitled “Is the sharemarket correctly pricing in fundamentals?” In that article, we compared the market capitalisation of...

Martin Ward knows people and numbers. Growing up in the UK, it was these skills that would take him through the Middle East and Singapore before settling into the...

In a wire we posted last year we discussed the primary elements that lead to the burst of the tech bubble and why FAANGS + M felt like a new euphoria that reached...

Abnormally low-interest rates have been the most important factor governing financial markets for more than 10 years. Initially, these rates rescued debt markets....

With apologies to George W. Bush^ for the title of our note, sometimes it is easy to underestimate how quickly, ‘slow’ and ‘consistent’ foundational change is...

2020 was a year of shocking, frustrating, and sometimes thrilling firsts. The first global pandemic in a lifetime. The first time a company hit $2 trillion. The first...

With an increase of more than 1,500% over the last year, shares in automotive company NIO (NYSE: NIO) have been attracting widespread attention as competition...

Editor's Note: On 8 January 2021 Tesla's Elon Musk pipped ahead of Amazon's Jeff Bezos on the Bloomberg Billionaires Index, officially making him the new world's...

Friedrich Nietzsche told us, ‘The future influences the present just as much as the past.’ Events that haven’t happened yet have a great influence upon the world we...

As natural resources equity investors, we believe the clean energy transition and its impact on materials demand should not be overlooked. This is a global, multi-year...

The next generation of Australia’s technology unicorns are galloping into sight, says Regal Funds Management CIO Philip King, and he’s betting at least a few of them...

Catherine Wood called the 2020 Tesla (TSLA) bull run, and her conviction in disruptive innovation remains strong still. The founder, CEO and CIO of ARK Investment...

Each year, the leading investment minds from overseas and locally gather for the Sohn Hearts & Minds Conference. In past years the conference has featured Howard...

It's a relatively unknown asset class locally, but convertible bonds, which combine characteristics of both equities and bonds, held up remarkably well during the...

Demand for hydrocarbons is driving a quarter-decade investment opportunity, despite a revolution in electric vehicles and renewables over the longer term, says Lazard...

Structural headwinds COVID-19 has wreaked havoc on the global economy, adding to a growing number of headwinds which include high levels of debt, an ageing...

Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. We have...

The valuations (and possible fates) of two of the world’s best-known car manufacturers took a surprising change this month. If one wanted to identify a growth company...

Some commentators have gone as far as saying capitalism is broken as the share market is a on a tear when the economy is suffering so badly. Whilst the recent surge...

It was a prospect that seemed all but unimaginable just a few weeks ago. Amid what is shaping to be the greatest downturn since the Great Depression, the US market has...