Technology & Telecommunications
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Beware tech companies that could go the way of the knocker-upper
Roger Montgomery
July 31, 2018
When it comes to investing in tech companies, it’s essential to distinguish between two types of businesses. On the one hand are hardware companies, which can end up fighting for market share and, eventually, relevance. On the other are platform companies, which benefit no matter which technology ends up winning. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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You want to see disruption? Take a look at 3D printing
Roger Montgomery
June 20, 2018
The relentless pace of technological disruption shows no signs of abating. The latest major disruptor is 3D printing, which looks set to revolutionise the way we make almost everything – from cars to houses, and even human body parts. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Is it safe to buy Telstra shares again?
Roger Montgomery
June 18, 2018
Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Thank cheap money for all the Tech
Roger Montgomery
May 31, 2018
There can be virtually no doubt that we are in a golden age of technological advances that promise to change the world. From 3D printers churning out both metal objects and human organs, to digital advertising targeting customers based on their moods, continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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Thinking about an Autonomous Future
Tim Kelley
May 30, 2018
Autonomous vehicles and the evolution of Transport as a Service (TaaS) are topics that we have spent a significant amount of time thinking (and writing) about in the past year or so. We see these developments as having a profound impact in many industries and have begun to remove from our portfolios businesses that we see as being on the wrong side of them. continue…
by Tim Kelley Posted in Technology & Telecommunications.
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Are new batteries the latest way to lose money?
Roger Montgomery
April 12, 2018
It’s easy to be excited by new technology, like artificial intelligence, 3D printing, autonomous electric vehicles, and ride sharing. And for investors, new tech brings so many exciting opportunities to speculate – and lose. Which brings me to the recent wave of speculation in commodities for making the latest batteries, like cobalt and lithium. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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They took our jobs
Lisa Fedorenko
March 28, 2018
“Whatever your job is, the chances are that one of these machines can do it faster or better than you can.” Sound familiar? It’s from a tabloid (the Daily Mirror) back in 1955. This was first instance where the media headlines fuelled fears that artificial intelligence (a term coined by mathematician John McCarthy), would lead to mass unemployment. continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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AI is here, and it’s about to change the world
Roger Montgomery
March 12, 2018
Artificial Intelligence (AI) is no longer the stuff off sci-fi movies. From SIRI to self-driving vehicles, it’s now part of everyday life. So far, we’ve mainly seen the benefits. But many experts are warning that, unless society takes control of the technology, the downside could be massive. continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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The future of transportation
Scott Shuttleworth
January 30, 2018
One theme that we’re paying particular attention to at Montgomery is the prospect of autonomous cars – once thought as an unlikely futuristic scenario, it now appears that at least in the next 30 years this technology will become widely available.
continue…by Scott Shuttleworth Posted in Manufacturing, Technology & Telecommunications.
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Positioning for an electric vehicle future
Tim Kelley
November 24, 2017
As we have written previously, it seems reasonable to expect that the rate of adoption of electric vehicles (EVs) will increase markedly in years to come. Within a handful of years, it is thought that advancing technology will make EVs competitive with internal combustion engine (ICE) vehicles on a lifecycle cost basis, and at that point they should start to become a meaningful fraction of total vehicle sales. Looking further, due to their very low operating costs, EVs lend themselves to Transport as a Service (TaaS) applications, and the use of autonomous electric vehicles in these applications has the potential to offer dramatically lower transport costs compared with current alternatives. continue…
by Tim Kelley Posted in Technology & Telecommunications.
