Vas Piperoglou

Upon returning from a business trip last week we caught an Uber. Being value investors we have a keen appreciation for value in all aspects of our life and we have been early adopters and frequent users. The only downside is we no longer receive 'investment advice' from cab drivers.... Show More

Ned Bell

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More

Glennon Capital

A couple of days ago the Australian Bureau of Statistics released the latest retail sales figures, touching on many of the retail segments services by the ASX listed retailers. Overall sales increased 3.1% for January and 3.4% for the year, and continued to reduce from the strong 6% growth rates... Show More

Livewire Exclusive

Changing information, changing management, and aggressively sold-off shares; these are three things that can lead to major misconceptions in share prices, explains Marcus Burns from Spheria Asset Management. He identifies Cabcharge as an example. The introduction of Uber in Australia almost perfectly coincided with regulation reducing fees from 10% to... Show More

Perpetual Equity Investment Company

As a value investor I focus on individual stocks and frequently travel overseas to investigate global investment opportunities. I recently visited the US to explore stock specific ideas with a select group of companies in technology, gaming, housing and financial services. The meetings were insightful, with a number of investment... Show More

Wilson Asset Management

The sharing economy is growing at a rapid rate, as highly innovative companies transform existing industries or create new ones, such as Airbnb for accommodation or Airtasker for odd jobs. One of the most dramatic changes arising from this movement is occurring in the private transport sector, where ride sharing... Show More