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Sunday, 23 February 2020
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Tesla has stunned the doubters, especially those shorting the stock. To understand the share prices of these disruptive companies, look to the big picture of changes to whole-of-world issues.
Investors in Tesla at current prices are not neglecting the obvious. Disruptors come at a high price because they do not carry the sunk costs of infrastructure and outdated distribution models.
Disruption investing is not the same as investing in technology. It's about knowing which companies are best placed to capitalise on the next big trends, and the winners are not always obvious.
With Apple through to US$1 trillion, and Google, Amazon, Microsoft hot on its heels, could these megacaps be experiencing ‘runaway returns to scale’?
A lot has been said about the fun things the Apple watch can do for you, and very little about the information you provide to it. This highly personalised data has Apple and app developers salivating.
An investment with any fund manager should be part of an asset allocation decision, but what happens when your equity manager decides to do a major switch to cash? It messes up your plan.
If billions of dollars of retirement savings were lost by a government agency in a national super scheme, the cost and risk would be passed back to the government and ‘caveat emptor’ would be history.
We tend to call any change a 'disruption', but the vast majority of so-called disruptive technologies are variations on a theme. Many innovations are really high-risk, low-probability investments.
The best way to preserve your SMSF’s favoured status is to make sure the fund’s annual return reaches the ATO on time. There are new rules this year that every SMSF trustee should know.
Arguments between segments of the super industry do not foster public confidence. SMSFs are suitable for many who seek control of their own financial destiny, but it's not a competition.