Quarterly Newsletter – Investing In Innovation: What Does History Tell Us?

January 2022 Newsletter | CPD NOW AVAILABLE | In this newsletter we analyse two topics. First, we discuss investing in innovation and how disruption can impact capital markets. Secondly, we discuss our views on NZME (New Zealand Media and Entertainment) which is New Zealand’s most established media business, and a core holding in the Auscap portfolio.


Multiple Choice Test - January 2022 Newsletter

This activity meets the guidelines for qualifying CPD, and has been accredited for continuing professional development by the Financial Planning Association of Australia but does not constitute FPA's endorsement of the activity. Accreditation number 25942 for 0.75 hours. * Pass rate of 80% required *

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Cathy Wood, Chief Investment Officer of ARK Invest, has spoken of the 5 major platforms of innovation she believes to be currently at work these are:
Carlota Perez notes in her 2002 book, Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages
Examples of previous disruption include:
From the 2800-odd auto companies at the peak, there were an estimated how many still in operation by 1930:
NZME stands for:
Radio Advertising was what percentage of NZME revenue in FY21:
NZME has a well established market position within New Zealand. NZME represents:
NZME online property classified business is called: