By Anshu Sharma, Portfolio Manager and Analyst, and Alex Pollak, Loftus Peak. Apple jumped around 4% on the back of above-market quarterly revenue numbers and a stock repurchase which over time … Read More

By Alex Pollak, Chief Investment Officer, Loftus Peak Amazon in the past 24 hours has confirmed it will launch a full scale retail offering in Australia – it is now calling … Read More

Tesla blew through car production expectations this quarter – it had made just over 25,000 vehicles by 31 March – putting it on track to make 500,000 cars by 2018, according … Read More

Not really discussed in all the coverage on fintech in Australia is the impact of the Revised Payment Service Directive (PSD2) in the UK and Europe, forcing banks there to open their … Read More

Adrian Turner nailed it yesterday at the AFR Summit, saying that 40 per cent of Australia’s jobs will disappear in 10 years. “The fourth industrial revolution is under way and the … Read More

If you were to look quickly, the ups and downs of reporting season would suggest that things are pretty much the same, or even slightly better. This isn’t so. Telstra has … Read More

The Apple price has popped almost 39% in the past year, including 10% in the days around the result a couple of weeks ago. This has less to do with the … Read More

Markets rallied on the back of the Trump victory, and probably correctly in the near term as the US will almost certainly commit to a series of expensive infrastructure projects to … Read More

Everybody knows Netflix and Stan. Fewer know about Foxtel Play, BigPond Movies, TEN Play, ABC iview and SBS On Demand. In the US, Netflix still rules, with a 40% market share, … Read More

Apple reported its first annual decline in sales in 15 years last week, which is focusing investors’ minds, as well as those of the management. You wouldn’t expect the world’s most successful … Read More

Do we need to widen the definition of infrastructure in the 21st century? Is it still just roads, ports, rail, electricity and the like, or should we be including the cloud – … Read More

Think about this. In a world where search is done by voice, a lot of the screen-based, visual and clickable data which is surfaced via a keyboard is suddenly obsolete. This … Read More