Our thoughts on the Ant Group IPO

Chinese payments and fintech giant Ant Group is expected to IPO at a valuation exceeding US$200 billion. This marks the first time a large Chinese payments platform has filed standalone financials publicly, which should provide investors with some interesting insights.

Googling Through Alphabet’s Bag of Bulging Businesses (Part II)

There appears to be a common thread running through Google parent, Alphabet’s strategic vision and execution across the markets it enters and operates. It is well known that Alphabet has been a highly disruptive force in online digital advertising, however it appears this is not a one-off situation. There are several similar industry entry strategies, at varying stages of development, within Alphabet’s portfolio today.

Salesforce – compounding-as-a-service

Salesforce has proved to be a mission-critical application for businesses and rightfully regarded as one of the most disruptive innovators in the enterprise software space.

REA group is winning with data

Every time property seekers come to its website, Realestate.com.au is learning more and more about them to deliver a continually improving and personalized experience

Googling Through Alphabet’s Bag of Bulging Businesses (Part I)

There appears to be a common thread running through Google’s parent Alphabet’s strategic vision, and execution across the markets it enters and operates. It is well known that Alphabet has been a highly disruptive force in online digital advertising, however, it appears this is not a one-off situation. There are several similar industry entry strategies, at varying stages of development within Alphabet’s portfolio today.

The Invisibility of Risk

Many may not realize but investing, is far more complex and random than a game like Russian roulette that has a set of defined and calculable probabilities.

Is the Aussie strong or the greenback weak?

Putting aside the large dip and rebound in March and April, the Aussie has continued to appreciate by around 10 percent in the last three months against the US dollar. So where to from here?