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TikTok has changed the consumer experience forever with a hyper-personalised discovery experience that can beat the US incumbents.

Swell's Senior Analyst Sally Fang, breaks down the real impact of ATT on Meta's business model. This article addresses the key developments around the social...

The metaverse has become one of the hottest investment topics. Yet the theme has left many investors bemused. Some wonder what it is. While others wonder where the...

Companies in the healthcare, consumer staples and utility sectors hold the strongest appeal for calendar 2022, while Aussie banks are on the nose, according to the T....

Some the world’s largest technology companies are under intense scrutiny for their immense market power, data privacy concerns, supply chain management and...

What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for...

The short answer is “very”. In the following interview, Dr Philipp Hofflin from Lazard Asset Management points to a tech wreck to demonstrate why a pullback in Aussie...

Whether it's a ploy to shake off the bad publicity (and regulatory scrutiny) that has hounded Facebook over the past few years, or a new desire to be known as more...

Cloud computing, which involves renting someone else’s computer power or using software on the internet, is one of the fastest-growing technologies in the world. It...

Reporting season is underway, so this week we'll be looking at which companies not only met their optimistic earnings targets but knocked them out of the park, as well...

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

The diagram below, showing the traditional newspaper value chain, is from the ACCC’s Digital Platforms Inquiry Report. It illustrates the control traditional print...

Questions about free speech on social media, internet companies’ policies on user expression, and government intervention in the tech industry are becoming impossible...

Unless you've been living under a rock or happened to be searching for this article on Facebook (too soon?), you probably know about the Australian government's...

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...

A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...

The year 2020 is one that will stand out in the history books, most notably for the COVID Pandemic but also the seismic shift in the geopolitical landscape. On the...

Steer clear of company boards prioritising “polite chats over robust engagement”, and mistrust the adage “this time it’s different,” says Daniel Moore, co-portfolio...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...

Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. We have...