Technology & Telecommunications
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Investors coming out on top in M&A shakeup
Lachlan Mackay
February 17, 2020
T-Mobile and Sprint stock surged 12 per cent and 78 per cent respectively after the Wall Street Journal reported that they are expected to be given the green light on their US$26 billion merger. continue…
by Lachlan Mackay Posted in Companies, Technology & Telecommunications
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Why the government’s new NBN bill is bad policy
Andreas Lundberg
December 6, 2019
The Minister for Communications, Paul Fletcher MP, recently reintroduced the Telecommunications (Regional Broadband Scheme) Charge Bill 2019 to Federal parliament. The purpose of the bill is to introduce a levy of $7.10 per month on any home or business that opts not to use the National Broadband Network (NBN) to connect to the internet. For several reasons, I think this is bad public policy. continue…
by Andreas Lundberg Posted in Technology & Telecommunications
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Uniti continues to Unify at an electrifying pace
David Buckland
August 26, 2019
In interviewing Gary Rollo and Dominic Rose, Portfolio Managers of the soon to be launched Montgomery Small Companies Fund, I asked them specifically whether they would have “theoretically” purchased Uniti Wireless (ASX: UWL) back in mid-March 2019, and if so what weighting they would have made it in the portfolio. continue…
by David Buckland Posted in Companies, Technology & Telecommunications
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Why technology is the big advantage for small companies
Gary Rollo
August 20, 2019
Technology once presented a major barrier to entry and often stifled competition. So what changed? We see the explosion in the cloud as a catalyst for why we believe small companies represent an attractive area of investor opportunity. continue…
by Gary Rollo Posted in Technology & Telecommunications
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The autonomous age is still some way off
Roger Montgomery
July 5, 2019
Anyone hoping to see the widespread use of autonomous vehicles (AVs) will have to wait quite a while longer. Because, despite the hype, there are still numerous hurdles – financial, technological and social – to overcome. continue…
by Roger Montgomery Posted in Technology & Telecommunications
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Recently listed US tech stocks about to face their moment of truth
Roger Montgomery
June 28, 2019
Many high-profile US tech companies – like Uber, Pinterest and Lyft – are about to see the expiry of their share lockups, which are akin to our escrows. If the past is anything to go by, this should lead to some precipitous share price falls. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications
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Australian Launch for Flying Uber
Lachlan Mackay
June 19, 2019
Although unprofitable Uber has been the centre of divergent opinions since going public, it is hard to fault the company’s ambition. Uber’s goal of becoming the on-demand transportation network of the future continued to take shape at their Elevate Summit in Washington, D.C. last week. The company extended plans for Uber Air, their proposed flying taxi network. continue…
by Lachlan Mackay Posted in Companies, Technology & Telecommunications
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Staying a Step Ahead of Artificial Intelligence
Amit Nath
June 13, 2019
By now we have all heard the term “Artificial Intelligence” (AI) which can be thought of as the simulation of human intelligence by computer systems. To get a sense for this let’s consider “natural intelligence” or the way people learn. continue…
by Amit Nath Posted in Companies, Stocks We Like, Technology & Telecommunications
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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
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When Machines Rule the World
Amit Nath
May 23, 2019
As the human race advances through an ever-increasing word of automation and technological breakthroughs, many have grown concerned about what lies over the horizon. Specifically, industries that have historically been labor intensive, insulated from automation and globalization, are increasingly in the cross hairs. continue…
by Amit Nath Posted in Technology & Telecommunications
