Technology & Telecommunications
-
What Telstra’s proposed restructure means for shareholders
Roger Montgomery
March 26, 2021
If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications
-
Could the NBN be leapfrogged by 5G?
Andreas Lundberg
November 4, 2020
The rollout of Australia’s National Broadband Network (NBN) has copped plenty of criticism, and some of it’s probably justified. For a start, it’s neither particularly cheap nor fast – being ranked 61 in the world for average download speed, just behind Vietnam. Which leaves it vulnerable to being displaced by the new kid on the block: 5G. continue…
by Andreas Lundberg Posted in Editor's Pick, Technology & Telecommunications
-
The great digital acceleration
David Buckland
August 13, 2020
Despite the incredibly strong market recovery since the COVID-19 lows recorded in late-March, price moves have been far from uniform. Areas that have been hardest hit from various shutdowns include resorts and cruise lines, airlines, energy stocks and financials. At the other extreme, companies deemed to be clear beneficiaries from the work from home theme have enjoyed excellent share price moves. continue…
by David Buckland Posted in Companies, Technology & Telecommunications
-
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
-
WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
READ HERE -
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
-
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
-
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
-
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
-
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
