Technology & Telecommunications
-
The headwinds affecting Australia’s Free to Air Television are strengthening
David Buckland
August 3, 2016
Name the Company which has been Australia’s number one player in its field for ten consecutive years, has recorded $2.54 billion of “Significant Losses” in the past four financial years and will likely see its Earnings Before Interest and Tax (EBIT) (excluding Significant Items) decline by 45 per cent over the five years to June 2017? continue…
by David Buckland Posted in Editor's Pick, Media Companies, Technology & Telecommunications.
-
Vocus Communications
Scott Shuttleworth
August 2, 2016
The ACCC has launched its investigation into Vocus Communications’ acquisition of Nextgen Group, calling for industry submissions into how the deal could impact competition in the sector. In this video, Scott Shuttleworth outlines Montgomery’s thinking on Vocus.
by Scott Shuttleworth Posted in Technology & Telecommunications, Video Insights.
-
Stocks We Like: Why we like Isentia
Roger Montgomery
July 26, 2016
The share price of media monitoring company, Isentia, has jumped around 50 per cent since listing in mid-2014. We’ve had a look at the company’s diverse businesses and international reach, and despite the price movements in 2016, we think there’s plenty for investors to be excited about.
by Roger Montgomery Posted in Stocks We Like, Technology & Telecommunications.
-
MEDIA
Monitor the media monitors: iSentia
Roger Montgomery
July 25, 2016
In this article for the Switzer Super Report, Roger writes about iSentia Group, a growing media intelligence software-as-a-service provider, catering to a large array of corporate and government clients. Read here.
by Roger Montgomery Posted in On the Internet, Technology & Telecommunications.
-
An in-depth look at iSentia
Scott Shuttleworth
July 15, 2016
With the recent commentary around iSentia and its future prospects, it seemed a timely occasion to provide some clarity and answer some questions regarding our thesis to investors and blog readers. continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
What’s the Go with Pokemon?
Ben MacNevin
July 15, 2016
You may be wondering why Pokemon is suddenly everywhere. Wasn’t that a fad 20 years ago? The popularity of the Pokemon Go app has not only turbo-charged Nintendo’s share price. It has also shown us, yet again, the significance of the ‘network effect’ – where a good or service becomes more valuable when more people use it. continue…
by Ben MacNevin Posted in Companies, Editor's Pick, Technology & Telecommunications.
-
How to value the Vocus/Nextgen deal
Scott Shuttleworth
July 6, 2016
Last week’s takeover by Vocus Communications of Nextgen was the latest chapter in the consolidation of our telecommunications sector. On paper, it looks like a good deal. Do the numbers stack up? continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
-
The World’s Largest Employers
Ben MacNevin
June 17, 2016
CSLA has produced a table of the world’s biggest workforces to highlight how companies like Walmart, McDonald’s and Foxconn (a manufacturer of Apple products) are already moving towards large-scale automation. continue…
by Ben MacNevin Posted in Editor's Pick, Technology & Telecommunications.
-
Stocks We Like – Circuit board designer rides big tech wave
Roger Montgomery
June 16, 2016
Altium (ASX:ALU) designs software that is used to design circuit boards in a virtual environment. These boards are later manufactured, becoming the backbone of every electronic device. And devices of course are proliferating.
by Roger Montgomery Posted in Companies, Stocks We Like, Technology & Telecommunications.
-
Hold the phone – a telco stock we like
Roger Montgomery
June 6, 2016
It is said that investing in ‘growth’ companies can be riskier than large ‘blue chips’ companies. However many large blue chip companies are mature and don’t grow. What then could be riskier than being assured of zero growth? How would one maintain their purchasing power? continue…
by Roger Montgomery Posted in Stocks We Like, Technology & Telecommunications.
