Monthly Archives: June 2019

  • The conga line of loss making IPOs is a worry..

    Roger Montgomery
    June 4, 2019

    There are plenty of charts doing the rounds showing the rising percentage of companies listing in the US, that are losing money. Uber is perhaps the best recent example, which we wrote about and suggested it might be a great short selling opportunity. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick.

  • How soon will your mail be delivered in self driving trucks?

    Roger Montgomery
    June 3, 2019

    History has a long track record of demonstrating that when it comes to new technology it’s often, and perhaps even usually, the consumer that wins at the expense of investors. Continue…

    by Roger Montgomery Posted in Technology & Telecommunications.

  • Four implications of a falling Aussie Dollar

    Andreas Lundberg
    June 3, 2019

    Over the past year, the Australian dollar has fallen against the US dollar. It’s a trend I don’t expect will change any time soon. This has important consequences for many Australian businesses and for investors. Continue…

    by Andreas Lundberg Posted in Foreign Currency.

  • Eclipx Group Limited comes clean

    David Buckland
    June 1, 2019

    In releasing their half-yearly results for the six months to March 2019, the Eclipx Group (ASX: ECX) management has come clean. After spending a combined $246 million on the Right2Drive and GraysOnline acquisitions in May 2016 and August 2017, respectively, they have now been written down by $118 million.  Continue…

    by David Buckland Posted in Companies.