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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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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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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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.
continue…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.
