Sectors: Technology
Amazon is the undoubted underperformer of the 3 having struggled to make significant gains over the last year. Amazon had a relatively tough last quarter due to supply chain issues, rising wage costs / labour shortages and the elevated costs of goods the e-retailer sells but via its Amazon Web Services (AWS) and Amazon Marketplace it should…
Microsoft has been jostling with Apple to be the world’s largest listed company but at $US2.4trillion its slipped behind of late. MSFT is an impressive growth stock with the expansion of its cloud ecosystem delivering excellent revenue growth with improving long term margins i.e. a rare and delightful combination. The company’s stable earnings…
Apple is probably on many a child’s wish list for Christmas and this $US2.8trillion behemoth continues to move from strength to strength even as the business experiences supply chain issues. The company delivered a slight miss on revenue when it reported in November but the markets shrugged this off as a short-term anomaly which will be rectified…
ALL has performed admirably post COVID and unfortunately this has proved to be one position where MM took profit too early but we’re always prepared to repurchase a stock at a higher level if we feel the reasoning is correct i.e. it’s all about portfolio performance with a manageable degree of risk, not ego! The gaming technology company released…
Life360, Inc. is a United States-based company that operates a platform for families. The Company’s Life360 application includes features that range from communications to driving safety and location sharing. Customers can download the Life360 App for free and upgrade to one of two premium subscription offerings, including Life360 Plus and Driver Protect. These premium offerings provide access to safety and driving monitoring features. Families can create private Circles to share each other’s current location, places visited, driving data and other activities performed throughout the day. Life360 notifies Circle members on location activity and offers direct messaging features to facilitate co-ordination for the family. Life360 protects families through safety-related features, such as help alerts, crash detection, crime reports and roadside assistance.
Elon Musk’s Tesla has corrected 25% over recent weeks catching my attention in the process although we are very wary of the stocks volatility and escalating competition on a number of fronts. The companies undoubtedly performing strongly but questions remain around the stocks valuation:
AD8 -6.21%: the audio-visual technology business struggled today after announcing a small bolt on acquisition of Belgium based video technology business Silex Insight. The acquisition will cost just $US6.5m upfront with another $US1.5m earn out tied to increased revenues in the business over the twelve months after completion. The deal comes with 8…
Global Data Centre Investment Fund is an Australia-based managed investment scheme. The Company’s investment objective is to provide investors with exposure to medium to long term capital growth and income from a portfolio of data center businesses and assets. It invests in a pool of digital infrastructure assets not usually available to retail investors. It invests directly into data center business and assets by taking equity positions of between 20-50 million Australian dollars. The underlying portfolio of data centers within the Company includes data centers in Asia Pacific that are exposed to hyperscale cloud growth and regional/edge data centers in Europe and the Pacific. The Company focuses on providing unitholders with income and capital returns from investing in a diverse portfolio of digital infrastructure assets. Its subsidiary, FibreconX Pty Ltd, offers dark fiber services utilizing its own optimized duct network.
Catapult Group International Ltd (Catapult) is an Australia-based company engaged in creating the platform of solutions for teams and athletes. The Company operates through three segments: Wearables, Video Analytics and New Products. The Wearables segment designs, develops and supplies wearable technology and analytic software to athletes and sports teams. The Video Analytics segment develops and provides digital and video analytic software solutions to elite sports teams. The New Products segment develops prosumer product and entry into the prosumer market. The Company offers various solutions, including wearable technology, video analysis, performance data and video, athlete management and content licensing. The Company provides live game data to support the National Rugby League (NRL) broadcast commitments through their partnership with Telstra.
