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  • Analysis | Musk Versus Apple Is a Fight Worth Having

    Analysis | Musk Versus Apple Is a Fight Worth Having

    The new Twitter Blue could be the staging ground for an important global battle.
  • The controversy over Apple's App Store explained

    The controversy over Apple's App Store explained

    Today Alec and Sascha ask - why is everyone angry at Apple?

    7 December

  • 3 learnings from earnings season: Big tech is shrinking, oil is growing & waste is flowing

    3 learnings from earnings season: Big tech is shrinking, oil is growing & waste is flowing

    Earnings season. It’s that time of year when publicly traded companies tell the public how they’re going. How much they’ve sold, did they make a profit, and what their plans are for the future. We’ve just got through earnings for the third quarter - that is July to September this year.

    10 November

  • Disruption continues despite ‘technical recession’
    General

    Disruption continues despite ‘technical recession’

    Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.

    18th Aug, 2022

    Source: Loftus Peak

  • Apple is building a demand-side platform
    General

    Apple is building a demand-side platform

    This article from Digiday has scrutinised recent Apple job postings and found they are hiring a team to build a demand-side platform (a demand-side platform is simply a software platform where advertisers can buy ad space - think Google Ads or Facebook Ads Manager).

    17th Aug, 2022

  • Half-year in review: is the worst over?
    General

    Half-year in review: is the worst over?

    Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.

    2nd Aug, 2022

    Source: Loftus Peak

  • Big Tech wants a piece of everything. Who’s going to stop them?

    Big Tech wants a piece of everything. Who’s going to stop them?

    Big Tech gets big by finding a market and just absolutely dominating it. Apple’s iOS has 25% market share. Microsoft Office enjoys 50%. Google Search owns their space with 90%. But none of these Big Tech companies are stopping anytime soon... They have an insatiable appetite for growth.

    30 July

  • Apple eyes fuel purchases from dashboard as it revs up car software
    General

    Apple eyes fuel purchases from dashboard as it revs up car software

    Apple is world class at building a beautiful product, collecting millions of users, offering a gateway for other companies to sell products to these users, and then clipping the ticket on the transaction. The latest development for the CarPlay will allow drivers to buy petrol directly from their car (with Apple taking a commission on the sale at some point we’re sure).

    19th Jul, 2022

  • Breaking down the supply chain - Apple, Maersk, Home Depot & more| Quartr Reporting Season

    Breaking down the supply chain - Apple, Maersk, Home Depot & more| Quartr Reporting Season

    As they say, there are 3 constants in life ... 1. Death, 2. Taxes ... and 3. A never-ending company reporting season! In this episode Bryce & Alec dissect a sampling of companies within the global 'supply chain' sector through the new app QUARTR which gives you access to these earnings calls and the CEO's and key stakeholders within these companies. Download the QUARTR app, you'll love it. You'll hear the CEO's from Apple, Maersk, Home Depot, Brambles, UPS, Wesfarmers, Taiwan Semiconductor Manufacturing Company & ASML discuss their current annual reports and future vision.

    7 March

    Sponsored by Quartr

  • Ren makes a (not so) bold prediction & Speccy returns
    General

    Ren makes a (not so) bold prediction & Speccy returns

    In this week's chat, Alec makes a very bold prediction involving Apple.Bryce and Alec go head-to-head on Woolies and Wesfarmers and the on market offer for API.The lads try to get their heads around crypto NFT property and land purchases, yep, you can now purchase land in the metaverse ... Speccy Magee gives us an update on how the rocket emoji indicator has gone over the last 12 months.

    6 December

  • Apple's 'Fortress of Secrecy' is Crumbling from the Inside
    General

    Apple's 'Fortress of Secrecy' is Crumbling from the Inside

    Long-time Apple watchers have noticed a change at the $2 trillion company. Employees are organising and pushing back on an executive team that has traditionally held a very tight grip on the decision-making at the company. One thing is being blamed for this power shift - Slack.

    10th Oct, 2021

  • Talk Money To Me | Meet Candice and Felicity

    Talk Money To Me | Meet Candice and Felicity

    Welcome to the very first episode of Talk Money To Me! Candice and Felicity give a brief overview of their careers to date, what their vision for the podcast is, and then share their first stock purchase stories - and reflect on the lessons they learned.

    3 September

  • The good, the bad and the huge dividends | Reporting Season | Everything you need to know
    News

    The good, the bad and the huge dividends | Reporting Season | Everything you need to know

    Episode #95 of Equity Mates on AusBiz TV

    11 Aug, 2021

  • Watchlist Wednesday | LaserBond (ASX: LBL), Xero (ASX: XRO) & Apple | w/ Owen Raszkiewicz

    Watchlist Wednesday | LaserBond (ASX: LBL), Xero (ASX: XRO) & Apple | w/ Owen Raszkiewicz

    Episode #85 of Equity Mates on AusBiz TV

    18 Jul, 2021

  • 6 high-conviction stocks from the experts for your watchlist

    6 high-conviction stocks from the experts for your watchlist

    You loved our last episode with two of our favourite picks from our Ausbiz show, that we decided to treat you again! This time we hear from two old friends of the show - Owen Raszkiewicz, the founder of Rask Invest, and Andrew Page, the founder and Managing Director of Strawman.com.

    18 July

  • Facebook v Apple on the future of internet privacy
    General

    Facebook v Apple on the future of internet privacy

    A battle over the future direction of the internet is being waged in the boardrooms of two of the internet’s biggest companies. In the ring are Mark Zuckerberg, CEO of Facebook, and Tim Cook, CEO of Apple. For years, the internet business model has been simple - gather as much data as possible about users and sell that data to third parties, mainly advertisers. Apple, led by Tim Cook, are looking to change that.

    31st Jan, 2021

  • Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets

    Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets

    In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy.

    9 July

  • Trading Talk: What's Happening In Markets & How We Are Investing

    Trading Talk: What's Happening In Markets & How We Are Investing

    Since we began this podcast in January 2017, global markets have been on an incredible run. 2017 was an uninterrupted climb higher and higher, and aside from one hiccup in February,

    25 November

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