Investors Voice Category: Technology
17 months ago
While 2021 was gaming’s biggest year so far, several tailwinds are positioned to further accelerate industry growth and investment.
By
Tom Powell*
0 0
19 months ago
An early digital adopter, an astute and well-researched investor and an AIA member, Hannah Schwartz* shares her investing journey and discusses emerging trends and opportunities in the tech and cybersecurity...
By
Mansi Gandhi
1 1
3 years ago
Despite seeing double digit growth for close to a decade, cloud computing is still considered an emerging ‘theme’.
By
Drew Meredith
1 0
3 years ago
We revisited Altium on 14 April after the Company withdrew its previous guidance for the 12 months to 30 June 2020 (FY20).
By
Michael Gable
0 0
3 years ago
An out-there e-commerce company has become critical to China’s digital transformation.
By
Michael Collins
0 0
4 years ago
Privately managed money issued by profit-seeking global platforms has the potential to become a mainstream means of exchange worldwide, an achievement that could upend global finance.
By
Michael Collins
0 0
4 years ago
It's a $2.1 trillion per annum industry, split by software, devices, IT services, and data center. However, as many of you will know by now as you migrate to the cloud, say with the Microsoft 365 subscription, your data updates, file storage and security are all hosted and operated within the cloud.
By
Nick Griffin
0 0
4 years ago
NXT’s equity story is at the epicentre of two of the most powerful forces driving share prices over the past couple of years – the structural growth thematic of the move to cloud computing and falling/low-interest rates that have inflated the valuation of long duration asset business models like NXT.
By
Gary Rollo
0 0
4 years ago
Research has shown that the ideal number of stocks to hold in a portfolio is around 20.
By
Matthew Jones
0 0
4 years ago
When it arrives, 5G is expected to transform daily life because it will enable key developing technologies such as the internet of things, driverless cars, smart factories, and remote surgery.
By
Michael Collins
0 0
4 years ago
TV’s are now being manufactured with operating systems, meaning that the first screen that appears will be one that offers a series of apps like Netflix, HBO, Apple TV, Stan, Amazon Prime, and soon Disney+, rather than channels like Seven, Nine, TEN and the ABC.
By
Alex Pollak
0 0
5 years ago
Although America’s technology giants have attracted the headlines and enjoyed strong share price performance in recent years, there may be some reluctance by investors to jump on their bandwagon at this stage.
By
David Bassanese
0 0
5 years ago
There is a concern that these cobots will replace human workers, however, the early case studies are showing significant productivity benefits as they assist, rather than replace their human counterparts.
By
Ellerston Global
0 0
5 years ago
Technology companies can get very big, very quickly, reflecting the size of the global markets they are addressing and their ability to scale rapidly.
By
Paul Wilson
0 0
5 years ago
Our research suggests investors should be prepared for lower future earnings from Telstra and a substantial cut in the dividend and potentially a much lower Telstra ‘dividend yield’.
By
Andrew Lewandowski
0 0
5 years ago
One of the frustrations with listed investment companies, or LICs, is that they often trade for long periods at a discount to their net tangible assets, which reflects the current market value of the stocks in the portfolio.
By
Nathan Bell
0 0
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