Silicon Valley

Latest

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  General

  Howard Marks: Lessons from Silicon Valley Bank

  Oaktree co-founder Howard Marks shares his insights on the significance of the developments surrounding Silicon Valley Bank, highlighting the differences between the current situation and the Global Financial Crisis

  26th Apr, 2023

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  General

  Expert: Gary Monaghan - 4 Asian stocks to watch 👀 | Fidelity

  Discover the hidden gems of the sharemarket as we explore the opportunities in Asian markets with Gary Monaghan, Investment Director of Fidelity's Asian equities range.

  30 March

  Sponsored by Fidelity

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  Are we in a banking crisis?

  It's natural to be worried. Is this the start of a run on the banks? A financial crisis? Or is this a lot of media hype? Most importantly, when it comes to American banks on the other side of the world - how concerned should we be here in Australia?

  22 March

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  General

  The wrong way to think about Moral Hazard

  This article goes a step further and argues that government guarantees of deposits create a moral hazard and the banking system would be more stable if the government did not guarantee any deposits at all. It is not an argument we necessarily agree with, but it is an interesting look at the Silicon Valley Bank issue from a slightly different angle and it certainly made us think.

  20th Mar, 2023

• General

  Lord of the operating models: Software's rule of 40

  This article took a look at the prevailing operating model in Silicon Valley - software as a service - and the venture capital rule of thumb - the rule of 40. The rule of 40 says that your growth rate and your profit should add up to 40.

  23rd Nov, 2022

• General

  The end of Silicon Valley's 20 year boom

  This article takes a look at the last 20 years of Silicon Valley and the trends in big tech. From the quiet post-Dot Com Boom days to the re-emergence of tech in the late 2000’s with companies like YouTube, Skype and Facebook reaching billion dollar valuations.

  21st Nov, 2022