Partner: Loftus Peak
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General
Netflix, Disney, Streaming – and Murdoch
Viewers continue to shift out of pay TV. Streaming is disrupting the way TV is consumed and further changes are imminent – it is likely that within ten years all TV will be streamed.24th Mar, 2023
Source: Loftus Peak
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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
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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
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General
7 Tech Companies - Latest earnings releases review
In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.31st May, 2022
Source: Loftus Peak
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General
Disruption: Would you like chips with that?
New disruptive business models which have created so much value for shareholders would simply not have emerged but for the increasing sophistication and sheer grunt of the chips on which they run.29th Mar, 2022
Source: Loftus Peak