Technology & Telecommunications
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Bricks and Mortar v Online Retailing
David Buckland
May 29, 2015
In their report entitled “Total Retail 2015: Retailers and the age of Disruption”, PricewaterhouseCoopers surveyed more than 19,000 online shoppers in 19 different countries and across six continents. As online shopping continues to grow at the expense of store visits, four disruptive forces PwC focuses on include the evolution of the store, mobile technology, social networks and demographic shifts. continue…
by David Buckland Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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TPG ups it’s bid for iiNet
Scott Shuttleworth
May 7, 2015
We mentioned in a blog the other day our view that the market would be likely see TPG Telecom Limited (ASX: TPM) return with a new bid for iiNet Limited (ASX: IIN) – and yesterday morning they did. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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NewCarSales.com?
Ben MacNevin
April 29, 2015
Carsales.com (ASX: CAR) is the leading marketplace for used car sales in Australia, but can it dominate the new car space? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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An audacious bid for iiNet?
David Buckland
April 29, 2015
I have always admired Vaughan Bowen, the founder of M2 Telecommunications (ASX: MTU). In the ten and a half years since listing at $0.25 per share, M2 has paid out a total of $1.23 in dividends and its share price has grown 44 fold to $11.00, making it one of the best performing companies in the ASX. In 2011, twelve years after founding M2, Vaughan stepped down as CEO, passing the baton to Geoff Horth, and fortunately for the business he remained an Executive Director with a focus on acquisitions. continue…
by David Buckland Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Should you take a byte out of the market?
Roger Montgomery
April 28, 2015
Shares in US pop culture and technology company Apple are on the cusp of producing a market capitalisation of A$1 trillion. As the Nasdaq technology index closed at a record high last week – above the pre Tech Wreck highs for the first time – you might be interested in some bullish and bearish perspectives currently occupying the minds of more learned observers than us. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Scott Shuttleworth
April 21, 2015
As reported in the Sydney Morning Herald, iiNet (ASX: IIN) customers have reportedly experienced internet speed slowdowns from the later afternoon into the evening post the release of its Netflix offering. Note, watching Netflix doesn’t use up any of the users monthly data allowance. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Dodo… the share price that flies
Scott Shuttleworth
April 1, 2015
M2 Group Limited (ASX: MTU) has been a holding in our funds since the second half of the 2014 calendar year. Purchases were first made around August-September at approximately $7.50 with further purchases made in the beginning of 2015. As per the below chart, it seems we have done well for our investors. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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TPG – Ringing up growth
Scott Shuttleworth
March 27, 2015
Heathcare, telecommunications and financial services are three of only a handful of sectors enjoying tailwinds in the otherwise lacklustre Australian economy. TPG, the telephone and internet service provider we owe some thanks to for bidding for our iiNet shares, has just reported their results. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Is TPG Value.Able?
Scott Shuttleworth
March 20, 2015
As Roger discussed last week, TPG Telecom Limited (ASX: TPM) has made a bid for iiNet Limited (ASX: IIN) which as a result made its shareholders (including us) very happy.
We now ask post transaction, what could TPG be worth? continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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One man’s trash is another man’s treasure
Ben MacNevin
March 19, 2015
Whether willing or not, people are increasingly divulging their personal information through Apps and mobile devices, which means that competitive advantages will accrue to companies that can best collect and use this data. Investors are facing an increasingly difficult ethical dilemma – should returns come at the cost of personal freedom? continue…
by Ben MacNevin Posted in Insightful Insights, Technology & Telecommunications.
