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

What is disruption? Can businesses disrupt themselves? Why are disruptive businesses able to become so valuable in such a short time? Why can’t incumbents defend their own businesses against them? These … Read More

What if ride sharing services, in the end, were just as competitive as airlines, and with an airline-like model where no-one makes money because price becomes the most important factor in … Read More

The big investment lie right now is the safety of blue chip offshore consumer staple stocks, like Procter and Gamble and Johnson & Johnson. These companies have fashioned themselves into dividend … Read More