Technology & Telecommunications
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Uber is in the Driver’s Seat
David Buckland
May 25, 2016
Uber is a classic disruptive business model, offering a service of convenience and generally lower prices to their passengers and additional work for their “partner drivers”. Taxi drivers are protesting as the value of their “plates” suffer from structural decline. continue…
by David Buckland Posted in Insightful Insights, Technology & Telecommunications.
