Latest News & Analysis
stocks
This ASX supermarkets business is now underperforming its largest competitor
Competition restrains long-term margins.
stocks
Berkshire Hathaway earnings: cash hits record $380 billion on stock sales and solid Q1 results
We think Berkshire Hathaway stock is moderately undervalued.
personal-finance
Spending big on AI: So where’s the proof it’s working?
Business leaders must reassess AI’s return on investment using new frameworks that reflect productivity, capability shifts and long-term value creation.
stocks
ASX miner weathers the storm with strong commodity prices
Lower volumes due cyclone activity but revenues hold steady.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
stocks
Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure
We’ve raised our fair value estimate of Lilly stock.
stocks
OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year
Plus, whichever AI company IPOs first defines what “good” looks like.
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