A global leader with a lovely tailwind
Nikki Thomas, discusses why McDonald’s transformation is expected to provide an earnings tailwind.
Global Webcast: December 2018
Jonas Palmqvist discusses the global market drivers for the December quarter.
Are Tesla’s autonomous cars equal to Google’s?
Lachlan MacGregor explains why Tesla is lagging behind Google’s Waymo in the race to deliver fully autonomous vehicles.
We are already in an earnings recession, and its likely to get worse
Jeff Thomson discusses the changing landscape of global earnings
Why Apple’s stock just fell 8% and what it might mean
Lachlan MacGregor discusses Apple’s reduced guidance and the factors which have caused this.
2018 was the year the tech giants stumbled
What happened to tech stocks in 2018? Lachlan MacGregor discusses.
The world’s most valuable car company doesn’t make cars
Lachlan MacGregor explains why Google’s Waymo could become the most valuable car company in the world.
Maccas keeps modernising
Nikki Thomas, CFA explains how McDonald’s has transformed its menus and its business model to become an attractive investment opportunity.
This week in Tech: Is your iPhone slower after updating?
Will Apple’s customers upgrade their phone, or will the ‘iPhone Supercycle’ fizz? Lachlan MacGregor shares his thoughts.
