Technology & Telecommunications
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Bubble watch #8
Roger Montgomery
April 29, 2014
Following on from the very bearish view of future returns from technology stocks held and published by Seth Klarman at the beginning of the year – he noted Amazon.com was trading at 515 times earnings, Netflix at 181 times, Tesla Motors at 279 times, and LinkedIn at 145 times – we thought you might be interested in similarly bearish views of the US hedge fund team at Greenlight Capital lead by David Einhorn (pictured). continue…
by Roger Montgomery Posted in Economics, Technology & Telecommunications.
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Quick Byte #3: Xero
Roger Montgomery
April 16, 2014
The third and final instalment of our Quick Bytes series is in. And this time, we’re summarising the notes we made at the UBS Emerging Companies conference on accounting software provider Xero.
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Revisiting: TPG Telecom
Russell Muldoon
March 26, 2014
As an update to our last post on TPG Telecom (TPM:ASX) in December last year, the read-through from the business’ continued growth (as reported in accounts that were released on Tuesday) is that the future continues to shape up in a promising way. In short? TPG will be a major player in the Australian telecommunications sector – regulatory change notwithstanding.
by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Is the NBN shaping up to be a white elephant?
Tim Kelley
March 20, 2014
The National Broadband Network is a huge undertaking, with expected costs north of $40b. While the vision is admirable, the reality is starting to look very untidy.
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications.
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Carsales has plenty of potential
Roger Montgomery
March 20, 2014
In this article for the Switzer Super Report, I look at the success of Carsales, and the outperformance of online list providers in general. Read here.
by Roger Montgomery Posted in Technology & Telecommunications.
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Looking for intrinsic value
Tim Kelley
March 7, 2014
These are trying times for value investors. There’s nothing we enjoy more than finding a high quality business trading at a discount to its intrinsic value, but lately, they seem to be thin on the ground. continue…
by Tim Kelley Posted in Companies, Technology & Telecommunications.
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MEDIA
One day, you’ll be glad you feel old and tired
Roger Montgomery
February 28, 2014
In this article for Cuffelinks, I discuss Facebook’s recent $21 billion acquisition of instant messaging app, WhatsApp. Read here.
by Roger Montgomery Posted in On the Internet, Technology & Telecommunications.
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Is $1.00+ unreasonable for BigAir?
Russell Muldoon
February 28, 2014
When BigAir Group Limited (ASX:BGL) was trading in the low $0.70 range back in September last year, we asked a relatively simple question: was $0.80+ unreasonable for BGL? Our thoughts at the time can be found here. continue…
by Russell Muldoon Posted in Companies, Technology & Telecommunications.
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An Australian World-Beater
Tim Kelley
February 24, 2014
Infomedia (ASX:IFM) is small and not very liquid. Stockbrokers dislike illiquidity, so it doesn’t receive a lot of analyst coverage, and many people may not have heard of it. continue…
by Tim Kelley Posted in Companies, Technology & Telecommunications.
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Credit Corp Maintains Momentum
Russell Muldoon
February 3, 2014
For those who have been reading our quarterly updates for the past few years on Credit Corp Group Limited (CCP), we must be beginning to sound like a broken record. We certainly feel like one. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Technology & Telecommunications.
