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Articles tagged as "Technology"

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...

Orbis: Tech can be contrarian - if the price is right

By Rob Perrone on 26 Sep 2017

We are contrarian investors, and technology shares are often popular. Given that, you might expect us to shun them. At times, we have: when tech stocks trade...

Orbis: We welcome the rise of passive investing

By Ben Preston and Rob Perrone on 11 Nov 2016

The Wall Street Journal ran a series this month commemorating the rise of passive investing. The articles make ‘the case for the triumph of passive’, calling...

Investing: a history of bubbles

By Jonathan Brodie on 30 Jun 2012

'Invest in stocks? Forget about it.' - USA Today headline, 8 May 2012. As contrarian investors, we cannot help but take notice when one of the most widely re...

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