Alphabet

Exploring implications of a forced divestiture of Google's ad tech business amid EC & DoJ antitrust complaints.

They say bad things come in threes. For this tech giant, the unholy trinity comprises rising interest rates, a slowing economy, and fewer advertising dollars being...

As bottom-up stockpickers, we go where our most compelling individual investment ideas take us. Sometimes the stocks that we find attractive are classified by others...

Stock prices of some of the world’s 10 biggest tech firms have taken a bath in recent weeks, but investors write them off at their peril, writes ETF Securities’ Kanish...

With the latest US CPI reading over 5%, we have been receiving a number of questions from investors about what this means for the future composition of our...

While Alphabet is primarily known for the Google search box that allows us to find any information on the internet quickly and simply, it is the immense data...

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...

In 2014, Peter Thiel, the founder of PayPal and Palantir, gave a lecture at Stanford University called “Competition is for Losers”. Thiel argued there was only two...

People don’t visa their lunch. They pay for it with a credit card. Teenagers don’t McDonald's a hamburger. They eat one. Someone doesn’t coca-cola a drink. Nobody says...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

Global equities saw fit to focus on the positives last week, taking heart in the Fed’s renewed pledge to support growth and in the awe-inspiring ongoing strength in...

The Australian tech sector has been a massive driver of investor returns in recent years, with the likes of Afterpay putting in big gains as it enjoys global success....

Alphabet. Amazon. Microsoft. We all know who they are, we all use their technology, but what does the future have in store for some of the worlds most recognisable...

In early 2019 we asked the five top-performing fund managers from Buy Hold Sell for their #1 stock pick for 2019. With one quarter to go, it’s time to check in on...

Markets continue to obsess over the trade war. For our parts, we remain focused on finding and backing businesses that we think have the potential to...

If you've seen the movie you know how the story goes: Facebook was created on a university campus to connect and profile students and teachers. Just over 15 years on...

There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...

Alphabet’s first quarter result demonstrated a slowdown in websites revenue (advertising revenue from Google websites). The quarterly number only came in 1% below...

In December I published an article concluding that Google’s Waymo autonomous car division was well ahead of the competition. I stand by that assessment, and its hardly...

Apple made history on 2 August 2018, becoming the first company ever to reach one trillion US dollars in market value. Five weeks later Amazon followed, crossing the...