Technology & Telecommunications
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THE GICS SHIFT
Roger Montgomery
September 7, 2018
We think the following note we received from one of our research subscriptions, McAlinden Research Partners is of interest and worth republishing in its entirety. continue…
by Roger Montgomery Posted in Consumer discretionary, Technology & Telecommunications
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Three global stocks and why we like them
Roger Montgomery
August 31, 2018
Recent press has been dominated with reporting season and that reality TV show known as Federal Parliament. For serious domestic investors, the press has probably not been an ideal source of information on investment opportunities elsewhere. So, to bring you up to speed with what we like elsewhere in the world continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Technology & Telecommunications
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Charging Returns
Roger Montgomery
August 8, 2018
Electric and autonomous vehicles capture the imagination and the headlines. Like many earlier technologies, such as the internal combustion engine and commercial aircraft, Electric Vehicles (EVs) promise to change the course of human history. But it is easy to mistake excitement about the technology for a free ride to investing success. History shows that new technology, even technology that has changed the world, has not necessarily made for good returns.
continue…by Roger Montgomery Posted in Technology & Telecommunications
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I am not a Robot
David Buckland
August 7, 2018
I have just had a few very stimulating days at the Byron Writers Festival, and was blown away by the panel discussion on Artificial Intelligence (AI), entitled “The Role of Humans in the Technological Age”. continue…
by David Buckland Posted in Technology & Telecommunications
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Beware tech companies that could go the way of the knocker-upper
Roger Montgomery
July 31, 2018
When it comes to investing in tech companies, it’s essential to distinguish between two types of businesses. On the one hand are hardware companies, which can end up fighting for market share and, eventually, relevance. On the other are platform companies, which benefit no matter which technology ends up winning. continue…
by Roger Montgomery Posted in Technology & Telecommunications
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You want to see disruption? Take a look at 3D printing
Roger Montgomery
June 20, 2018
The relentless pace of technological disruption shows no signs of abating. The latest major disruptor is 3D printing, which looks set to revolutionise the way we make almost everything – from cars to houses, and even human body parts. continue…
by Roger Montgomery Posted in Technology & Telecommunications
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Is it safe to buy Telstra shares again?
Roger Montgomery
June 18, 2018
Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications
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Thank cheap money for all the Tech
Roger Montgomery
May 31, 2018
There can be virtually no doubt that we are in a golden age of technological advances that promise to change the world. From 3D printers churning out both metal objects and human organs, to digital advertising targeting customers based on their moods, continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications
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Thinking about an Autonomous Future
Tim Kelley
May 30, 2018
Autonomous vehicles and the evolution of Transport as a Service (TaaS) are topics that we have spent a significant amount of time thinking (and writing) about in the past year or so. We see these developments as having a profound impact in many industries and have begun to remove from our portfolios businesses that we see as being on the wrong side of them. continue…
by Tim Kelley Posted in Technology & Telecommunications
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Are new batteries the latest way to lose money?
Roger Montgomery
April 12, 2018
It’s easy to be excited by new technology, like artificial intelligence, 3D printing, autonomous electric vehicles, and ride sharing. And for investors, new tech brings so many exciting opportunities to speculate – and lose. Which brings me to the recent wave of speculation in commodities for making the latest batteries, like cobalt and lithium. continue…
by Roger Montgomery Posted in Technology & Telecommunications
