What is an Exabyte, exactly? It’s 1 million terabytes or, if you’d prefer; 1 billion gigabytes. According to the Australian Bureau of Statistics, Australians have downloaded nearly 1 exabyte of data in just three months from April to the end of June 2014. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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Amongst the doom and gloom in some sectors, one business that has reported strong figures and is held by Montgomery Investment Management is Burson Group Limited (ASX: BAP). The stock has done well since its listing in early 2014. Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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We’ve been looking into the Medibank Private IPO (apologies readers, I won’t be giving out any hints as to our intentions) and noted a small but quite interesting detail. As the firm lists, its management will be receiving a generous increase in their pay packets. Continue…

by Scott Shuttleworth Posted in Health Care, Insurance.

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The Hong Kong business of REA Group Limited’s (ASX: REA) Realestate.com has been one of a few dull spots on an otherwise bright canvas for quite some time. Through a well-executed move, they seem to have changed their prospects in the country. Continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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One of the requirements for the Coalition’s Multi-Technology Mix National Broadband Network (the NBN) is the takeover of Telstra Corporation Ltd’s (ASX: TLS) copper network. The Government and Telstra are currently in contract negotiations, but the telco has already provided (in principal) agreement for a deal with a present value of approximately $11 billion. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.

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The rewards in the stock market can be vast – why else would we spend so much time on it? But the risks can often go overlooked as we dream of retiring down at the beach tomorrow. One risk I’d like to highlight is catastrophe risk. Continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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REA Group Ltd (ASX: REA) announced that they are partnering with News Corp (Nasdaq: NWS), a majority owner of REA, to acquire US-based company Move Inc (Naqdaq: MOVE) for a total of US$950 million. As per the chart below, Move Inc has an interesting history, and has most recently benefitted from the recovery in the US housing market. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Property.

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Yesterday we attended TPG Telecom Limited’s (ASX: TPM) FY14 full-year results presentation. I’ve compiled some short notes on their results below, as well as some more comprehensive thoughts on the expansion of their fiber-to-the-basement (FTTB) network. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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by Scott Shuttleworth Posted in Insightful Insights, On the Internet.

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