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Staying a Step Ahead of Artificial Intelligence
Amit Nath
June 13, 2019
By now we have all heard the term “Artificial Intelligence” (AI) which can be thought of as the simulation of human intelligence by computer systems. To get a sense for this let’s consider “natural intelligence” or the way people learn. continue…
by Amit Nath Posted in Companies, Stocks We Like, Technology & Telecommunications
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Googling Alphabet’s Earnings
Christopher Demasi
May 24, 2019
I thought it would be worth spending some time addressing Alphabet’s most recent quarterly financial result, not only because it’s businesses are massive in scale and value, with operations that are important to billions of people around the world (FYI Alphabet owns Google and YouTube), but also because Alphabet is an important holding in the Montaka long portfolio. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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Alibaba keeps growing strongly
Christopher Demasi
May 22, 2019
Last week Alibaba, the world’s largest retailer and e-commerce company, reported financial results for the final quarter of its fiscal year 2019. Alibaba’s Chinese online retail platform continued to grow strongly and drove astounding performance. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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Is it time to break up the tech giants?
Daniel Wu
May 15, 2019
Last week the New York Times published an opinion essay penned by Facebook co-founder Chris Hughes, who calls for the breakup of the social media giant. Hughes, who left Facebook over a decade ago, levels a range of criticisms at the company and Mark Zuckerberg – chief amongst them the overwhelming power that Zuckerberg wields, but also his cavalier attitude towards privacy in the quest for “domination” and Facebook’s stifling of innovation and competition. continue…
by Daniel Wu Posted in Companies, Stocks We Like
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Where to for Avita Medical?
Joseph Kim
May 6, 2019
One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device called RECELL, which produces a “suspension” of spray-on skin cells using a small sample of the patient’s own skin to help treat burn patients and skin defects. continue…
by Joseph Kim Posted in Companies, Stocks We Like
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The Principles of the Father of WeChat
George Hadjia
April 8, 2019
Allen Zhang, known as the “father of WeChat” in China, created arguably the most important app in China. WeChat, which is owned by Tencent (HKEx: 700), commands much of the attention of Chinese netizens as they peer into their smartphones, enabling users to do things such as book cinema tickets, pay for a restaurant meal, and countless other activities. continue…
by George Hadjia Posted in Companies, Stocks We Like
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Farewell TradeMe
Stuart Jackson
April 1, 2019
On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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The wide-body is dead, long live the wide-body!
Christopher Demasi
February 25, 2019
Airbus, one half of the global duopoly in passenger jets, recently released its financial results for 2018. Along with the release, the company announced that it will cease production of the world’s largest passenger airliner, the A380. That’s good news. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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IDP Education continues to be a high-class business
Stuart Jackson
February 18, 2019
International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December 2018, IDP maintained its record of producing very strong, high quality results. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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