The usual suspects are behind the glass in the police line-up for the savage assault on the Aussie market. Some people reckon its yuan devaluation, which signals the beginning of the … Read More
What Netflix coming to Australia really means
It could be argued that Netflix means nothing for Australian television viewers – all programming is already available free, stolen or bought – and yet… Foxtel has just paid up big … Read More
Retirement, Investment and the internet: What you really need to understand
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How much exposure to banks is enough? | Alex Pollak for SMH
Written by Alex Pollak. Originally published on The Sydney Morning Herald, May 22 2015. Investors considering taking up the NAB 2-for-25 rights issue need to consider just one thing – whether … Read More
Investing in disruption and Tesla – Livewire Interviews Alex Pollak
“The term ‘disruption’ has become particularly popular and in vogue when looking at new and emerging businesses. Alex Pollak is a regular contributor to Livewire and focuses on investing in disruptive businesses.”
Investors hold their breath as Apple, Facebook, Google earnings season begins
The big disruptive names – Facebook, Google , Apple – have been gyrating in recent days as Wall Street tries to work out whether they will disappoint in the current earnings … Read More
The significant risks of not investing in disruption
Can you imagine a world that does not have a mobile phone? Or where the internet doesn’t exist? And yet it is only 8 years since the first iPhone, while Google … Read More
Apple up 10% if the watch launch goes well overnight…
A lot has been said about all the fun things the Apple Watch can do for you (give you the gain on the your stock portfolio, let you know when your … Read More
Tech-wreck as NASDAQ goes through 5000? – Not this time… Published SMH 3/3/2015
The Nasdaq went through the magic 5000 last night (it closed at 5008), just 1% less than the record close of 5048.6 reached on 10 March 2000, after which the index … Read More
Can Telstra really maintain a 45% valuation premium to Apple? | By Alex Pollak, published in SMH and AFR
Apple shares jumped another 1%+ last Thursday, and ended the week at US$127, or a market capitalisation of $US740 billion, which is a record high for any company ever. What drove … Read More
Why Amazon shares jumped $60 to US$364 this week, and could go higher
The market bid up Amazon 20% on the decision by Amazon to break out the numbers behind Amazon Web Services (AWS) its cloud-based web hosting business. AWS formed a major part … Read More
Here’s what moved the Google stock price 10% this week. And why it could cut 10% off the value of Telstra – published Australian Financial Review 28/1/2015
The Google stock price jumped 10% in early January, on well-sourced reports (now confirmed) that the company is partnering with the two US mobile phone companies to offer what’s known as a … Read More