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
Drilling down on oil rout – AFR on-line | by Alex Pollak, 23rd December 2014
An awful lot has been written about the drop in the price of oil, and the resultant fall in the value of companies which at first glance should be the beneficiaries … Read More
The car that’s driving Xi Jinping | Alex Pollak writes in Smart Investor and BRW Nov 2014
A lot of politicians have managed to miss the import of the very pointed comments made by Xi Jinping and Barack Obama about cutting carbon emissions. The Chinese aren’t just talking. … Read More
Fading blue chips
The term blue chip, in relation to stocks, was first coined by Dow Jones reporter Oliver Gingold around 1923. It was a reference to the highest value poker chips (which represented … Read More
Why Facebook shares are twice as expensive as Google’s | Alex Pollak writes in BRW
First published BRW and Smart Investor and written by Loftus Peak’s CEO Alex Pollak. “A few years ago, users of internet services began to realise that when an online service is free, … Read More
Deep dive into Alibaba v. Amazon | Published in BRW 25/9/2014
Alibaba has been coming off from its first-day jump of 34 per cent, as investors in the US re-considered their weightings and how much growth was priced in. A run-around on the … Read More
Why self managed super funds need to diversify outside of Australia
Alex Pollak, CEO of Loftus Peak, was interviewed by Peter Switzer on Sky News Business on Wednesday the 24th of September. Watch the full interview below. Loftus Peak On Switzer from … Read More