Last month we began our look at the question of whether it was even possible to measure innovation. We believe the answer is a resounding ‘yes’, and as a reminder we present once again Holon’s Six Core Pillars of...
Many investors would have heard about the recent dramatic collapse of the Terra USD stablecoin peg which led to the loss of US$16 billion of investor capital. While this event triggered a large spike in investor fears over digital...
David Fedirchuk: Can you tell us your background and how you ended up with Holon? Jonathan Hooker: I started with Holon around about two and a half years ago. Before that I was actually consulting at the University of...
David Fedirchuk : Heath, thank you fitting us in during this very busy time. With everyone back at work for 2022, I wanted to pass on some of the more common questions we get asked through our online channels...
As we approach another fast-moving year in crypto, so much is new, but there are still old questions being asked. Many investors remain totally baffled by the number of digital assets available. What exactly is the point of so...
Since Holon’s beginnings in 2018, the digital asset conversation has evolved rapidly. Back then, Bitcoin was a dirty word, and the scandals of Initial Coin Offerings only demonstrated the ‘wild west’ attitude of an immature crypto-world. Skepticism by the...
Most financial commentators think stocks are overvalued and that global growth is slowing as we emerge from 18 months of Covid-19 lockdowns. We don’t think so. In fact, we believe society is about to enter a period of explosive...
Investors no doubt have seen the massive shift to online digital streaming over the last five years with the likes of Netflix, Disney, Apple, and Amazon. A less well-known company that fits this thematic is Roku, which is digitising...
One of the more misleading terms in the digital asset space is ‘mining’. The term stems from Bitcoin mining, where people use it to describe the process whereby, after allocating computer resource to the Bitcoin Network, you ‘find’ (or...
In March this year, this seemingly simple pixelated image below, Cryptopunk #3100 an NFT, sold for a staggering $US7.58 million. Source: https://www.larvalabs.com/cryptopunks/details/3100 … Welcome to the strange world of NFT’s! NFT stands for Non-Fungible Token. (Fungible essentially means...
When it comes to data storage, most investors would have heard of, and probably used, Dropbox to share files. But few would have heard of newer storage providers, ‘Fleek’ and ‘Slate’. These three companies/technologies illustrate a stark divide. Dropbox...
Holon Global Investments Limited provided a submission to the Senate Select Committee on Australia as a Technology and Financial Centre’s Third Issues Paper. As a result, we were invited to participate in the Committee’s public hearing on 6 August...
Chinese equity markets have again seen heavy selling pressure over the past month following a series of policy announcements from the Chinese government targeting anti-competitive behaviour in its domestic economy. Western commentators have been quick to label each of...
The Commonwealth Bank (CBA), Australia’s largest bank and company (with a market cap of A$175bn), recently rallied to all-time highs, crossing the A$100 mark. But we don’t believe these moves are based on fundamentals. In this article we compare...
Tokenomics: How do you value Filecoin? Many investors are considering adding cryptocurrencies to their portfolio, or even increasing their allocation. At the same time, crypto prices have been volatile. So investors are naturally asking the question: ‘What is it...
Submission 10 Holon Global Investments Limited provides the following submission to the Senate Select Committee on Australia as a Technology and Financial Centre regarding its Third Issues Paper. Executive Summary Holon Global Investments Limited believes that the accelerating evolution...
Traditional value stocks have rebounded strongly from their 2020 lows, with the MSCI US Value Index up 40% over the past 12 months and investors believing they are undervalued and likely to benefit from stimulus-related spending. Investors rotated away...
Filecoin has been labelled the Airbnb of cloud storage and, within the digital asset space, there is a lot of excitement about the potential of Filecoin. But what does it mean to be the Airbnb of cloud storage, and...
In a world of crypto and buy-now-pay later (BNPL), Visa — and even the very notion of credit cards — might be starting to seem old fashioned. But the company is actually well placed to benefit from the accelerating...
There is no doubt that tech investors have had a tough time recently. Technology stocks have slumped in reaction to the surge in US 10-Year bond yields towards 1.75% in April, triggered by fears of a shift in central...
If you walked out your front door and took 30 ‘exponential’ steps, let’s say west, where would you land? Would you be in NSW? In Perth? South America? You would, in fact, travel 26 times around the planet. Not...
“Show me the incentive and I’ll show you the outcome” -Charlie Munger. Web 3.0 innovation, Filecoin, is a decentralised cloud platform that is set to become the ‘Airbnb’ for cloud storage. Like Airbnb, Filecoin lets you rent out storage..
Last October, billionaire founder of Alibaba, Jack Ma, made a controversial speech slamming China’s financial watchdogs. The next day, Alibaba’s 33% owned ANT financial Hong Kong and Shanghai dual listing was cancelled by the Chinese Government. Rumours also circled...
Holon Global Investments recently announced that we had become a selected shareholder in the Avanti Financial Group, Inc (Avanti Bank) through their $US37 million Series A capital raising round. The investment meant that we joined an elite club of...
Technology stocks surged at the start of 2020, with the main US technology barometer (US Nasdaq 100 index) rising 97% in the 12 months following Covid-19’s original lockdowns in mid-2020. Through late February and March however, most tech stocks...
Six D thinking: The two sectors set to deliver investors explosive ‘exponential’ growth Most investors have a natural bias to investing in their local market and in what they understand. It is not easy to find the time
I started my investment career a month before the tech wreck in April 2000. If there was one major lesson I learned over the last twenty years, it’s that I should have been more focused on the fundamental changes...
The regional Queensland centre of Rockhampton is not generally a place you associate with Australian tech innovators, but it is where one of Australia’s leading internet entrepreneurs and experts grew up. Bevan Slattery is far from a household name,...
With the soaring price of Bitcoin investors could be forgiven for being a little anxious about the best way to invest in Bitcoin. After all, private keys, blockchains and decentralisation can be intimidating concepts. This is particularly true at...
There is growing talk that technology stocks are overvalued and vulnerable to a crash in 2021, with the Nasdaq Composite Index up 60% since January 2020 and 110% since the Covid-19 market lows in March 2020. But while some...
I recently made the startling discovery that in just two months, more than 50,328 trackers and ads tried to target me on the internet. They were snooping on my activity and collecting and storing my data on an industrial...
Most investors believe that while inflation remains a risk, it has been relatively benign for some time. Official inflation figures show prices have been rising at a steady clip of around 2% per year. But the reality is much...
Investors would no doubt have seen headlines around Christmas about the remarkable surge of Bitcoin. The digital currency is now trading at $33,472, after rising 156% in just three months. The recent Bitcoin move is remarkable, and it is...
Many investors might not know that Rod Drury started cloud accounting software giant Xero in an Auckland apartment. Despite those humble origins, the company has surged to 2.45 million subscribers for its cloud products around the world and a...
Even though we had a significant lead time in understanding their value propositions, many Australian investors still underestimated the global investment opportunity of companies such as Afterpay and Xero. But it’s not just Australians who underestimate the world outside...
There is no doubt that 2020 was one of the most remarkable years of most investors’ lives. The Covid-19 pandemic has changed the world. Global economies are struggling and policy makers are spending and printing unprecedented sums of money...
Most investors are no doubt aware of the impact of Web 1.0 (the birth of the internet delivering things like websites) and Web 2.0 – which gave us the likes of blogs and social media – have had on...
We believe that we’re seeing the emergence of a new parallel global financial system being built from the ground up, underpinned by market-based money. ‘Bitcoin’ represents a technological breakthrough and paradigm shift in monetary policy. Is Bitcoin the future...
Jonathan caught up with Tim Lea, Founder & CEO of Fractonium. Fractonium is developing a funding platform that turns traditional Corporate Funding on its head. By tokenising the fractional ownership of assets, revenue flows and debt, we enable organisations...
Who should read this? You have to put your money somewhere – how do financial advisors providing asset allocation advice for their clients and self-directed investors navigate the road ahead? We evaluate the success of the 60/40 asset allocation...
Today The Mega Cap 7 The hard infrastructure assets required to power the global digital economy are mostly owned and operated by 7 global technology companies: Alibaba Amazon Apple Facebook Google Microsoft Tencent They have a market capitalisation of...
Jonathan caught up with Tonya Ehlmann, Director of Strategy and AI/ML for Object Computing Inc. (OCI). OCI are the innovators, shaping the future of how AI & Ml is used in global fortune 500 companies, including the financial sector. Their...
Jonathan caught up with Robert Viglione, Co-founder and President of Horizen and CEO at Horizen Labs. Horizen are the innovators, shaping the future of blockchain technology and unlocking its power for real-world use cases. Their conversation covered...
Jonathan caught up with Steve Kokinos, CEO at Algorand. Algorand are the innovators shaping the future of finance. Their conversation covered the Trilemma of blockchain, Atomic Transfers, Smart Contracts in Layer-1 and the following questions were discussed: ...
Jonathan caught up with Graeme Moore, Head of Tokenization at Polymath for Episode 1 of The Innovators. Polymath are the innovators shaping the future of security tokens. Their conversation covered STO innovation, and the following questions were discussed:...
The accelerated evolution of connectivity, most notably the rise of the internet and smartphones, and recent advances in digital infrastructure, such as cloud computing and distributed ledger technology, has radically shifted business models. Organisations can now deliver products and...
Transformative innovation is not just ‘new ways of doing things’, but that it significantly changes the nature of ‘doing things’ themselves. There is no more profound example than the evolution of connectivity, most notably the rise of the internet...
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