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Funds management
It is “anyone’s guess” what Elon Musk will do as the new owner of Twitter but Meta stocks still show promise after a 70% share price drop, according to Platinum....
Funds management
Platinum investment specialist, Julian McCormack, has expressed concerns about the future earnings of US technology stocks. ...
Funds management
Meta, the owner of Facebook and Instagram, is one of the “world’s best businesses”, according to Forager, and the firm is increasing its weighting while it is out of favo...
Funds management
The $14.2 billion Magellan Global fund is among more than 40 funds exposed to Meta, which saw its worst one-day loss since listing in 2012 at the end of last week when it...
Funds management
With headwinds emerging and business growth expected to slow in the future, Facebook is now a value stock, according to Antipodes....
Funds management
Changes to privacy permissions has forced Forager Funds Management to look closely at its social media holdings, particularly with Twitter which has struggled to reach it...
Funds management
Facebook is a case of “show over substance” in its failure to act on environmental, social and governance issues, according to Bell Asset Management....
Financial planning
The corporate regulator is reviewing select finfluencers to understand their business models and how the financial services laws apply to their activity....
Funds management
Antipodes is questioning the future growth of technology firms Alibaba and Facebook as both firms come under regulatory scrutiny. ...
Outsider
It will surprise no one that Outsider is not “on” Facebook. He is definitely on what most would know as “Wrinkly Facebook” aka LinkedIn, but he has never thought that Fac...
Funds management
The firm is watching the potential impact that EU legislation will have on Facebook and other social media companies, having already reduced a stake in Alibaba....
Funds management
Shares in Facebook have risen 25% since the start of 2020 but every company that has a similar growth profile as the social network is trading higher, according to Capita...
Funds management
Technology funds have proved resilient as funds have regained COVID-19 sell-off losses and one fund manager believes growth prospects are stronger for technology than oth...
Funds management
There is a seismic shift taking place in technology which will be a benefit for the Munro Global Growth fund, although the outlook is “murkier” for what the new normal wi...
Funds management
Several ESG funds invest in Facebook, but given the actions the company has taken, can investors feel comfortable with their money being invested in it despite the social...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...