WAAAX

The short answer is “very”. In the following interview, Dr Philipp Hofflin from Lazard Asset Management points to a tech wreck to demonstrate why a pullback in Aussie...

The founder of one of the ASX’s most unusual ‘tech’ companies is scathing about the business model of tech stocks with billion dollar-plus valuations, with the current...

In the second episode of 'Direct from the Desk', I'm joined by senior analyst Jules Cooper as we do a deep dive into the software business Altium (ASX: ALU). The stock...

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...

COVID-19 has caused unprecedented and widespread disruption, including to the long perceived safe haven sectors of infrastructure and healthcare. Against this back...

Altium is a highly profitable growth company that operates in the global engineering software applications market, with a specialisation in the Printed Circuit Board...

The popular WAAAX stocks – Wisetech, Appen, Afterpay, Altium and Xero - saw their collective market cap increase more than twenty-fold through the last three...

The US S&P 500 Index has rallied ~6% from mid-August lows to be back at all-time highs. This is a classic example of the equity market climbing the wall of worry. Back...

It's not just Afterpay that has slipped recently, a few of the WAAAX stocks seem to be melting. Yet this may just be part of a wider trend of capital switching from...

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...

The year was 1999. Keanu was stuck in a matrix, the Backstreet Boys "wanted it that way" and, as The Artist Formerly Known as Prince had so eloquently predicted...

NAOS Asset Management established its first listed investment company (LIC) in 2013 with 400 shareholders. Today, NAOS manages $260 million across three LIC vehicles...

When assessing the current landscape of the ASX, there has been a significant shift of investor dollars towards a highly select group of companies. Much has been made...

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...

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...

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,...