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Technology & Telecommunications

Electric vehicles in the fast lane

Christopher Demasi

March 21, 2019
Electric vehicle sales are finally accelerating, and our global funds are well positioned to take a ride in the fast lane. According to Visual Capitalist it took five years to sell the first million electric vehicles (EVs), and in 2018 it took just six months. continue…

by Christopher Demasi Posted in Editor's Pick, Technology & Telecommunications

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Are the M2 Telecommunications team getting the band back together?

David Buckland

March 14, 2019
I believe Vaughan Bowen is one of Australia’s great telecommunications entrepreneurs. Vaughan was the founder of M2 Telecommunications, which proved exceptionally rewarding for its long-term shareholders. After floating on the ASX in October 2004 for $0.25, it proceeded to rally to $11.00 – whilst paying out an aggregate $1.23 in dividends – over the ensuing ten-and-a-half year period. continue…

by David Buckland Posted in Technology & Telecommunications

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The age of autonomous vehicles is closer than you think

Roger Montgomery

March 13, 2019
In a recent report by BIS Research*, the autonomous vehicle market was estimated at 6.6 million units in 2017 and is anticipated to reach 67.5 million units by 2028. This new technology will have a disruptive impact on jobs, not to mention firms linked to the auto industry, like Sydney Airport (think car parking revenues), Cabcharge, Transurban, Automotive Holdings, AP Eagers and Carsales, Bapcor, Super Retail Group and many others. continue…

by Roger Montgomery Posted in Technology & Telecommunications

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Smart phone sales show the growing strength of Chinese consumers

Joseph Kim

January 14, 2019
The latest global data on smart phone shipments reflect the massive spending power of Chinese consumers. They also point to the growing appeal of a number of Chinese tech companies. continue…

by Joseph Kim Posted in Technology & Telecommunications

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Content or capex? A tale of two telcos

Daniel Wu

November 14, 2018
AT&T and Verizon, the two largest wireless carriers in the US, offer an interesting and ongoing case study of corporate strategy in the face of structural disruption. Both companies face stagnation in their legacy wireless businesses, yet they have taken fundamentally divergent paths in their pursuit of new sources of growth. continue…

by Daniel Wu Posted in Technology & Telecommunications

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WHITE PAPER

THE MARVELOUS MR. MARKET

2018 was a year of rotations, corrections and volatility. Research presented in our latest Whitepaper shows that global equities have actually become cheaper – and arguably less risky – over the last four years. The upshot is that there are now many more attractive buying opportunities among global stocks.
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A very small growing fish in a very large pond

Stuart Jackson

October 30, 2018
Aristocrat Leisure Limited (ASX:ALL) has diversified its exposure beyond gaming machines over the last six years with a push into the online, and more recently the mobile games market. This began with its acquisition of social casino business Product Madness, and the internet gaming system and remote game server from GameAccount Network in late 2012 for around A$32 million. continue…

by Stuart Jackson Posted in Editor's Pick, Stocks We Like, 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.

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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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