tesla

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...