Latest News & Analysis
markets
Global Markets Report - 26 April
ASX set to open lower, after US benchmarks fell on inflation, interest-rates concerns.
stocks
Kogan grappling with muted consumer demand
Sales growth misses our expectations and we downgrade our earnings outlook for 2024 and 2025.
stocks
Tesla earnings plunge and shares surge
Our long-term thesis remains the same for the shares of the electric vehicle giant.
stocks
Are you an investment historian or a futurist?
Each approach has its advantages—and drawbacks.
markets
Global Markets Report - 24 April
ASX set to open higher, with US investors focus on earnings lifting US benchmarks.
stocks
Brambles shares fall on poor trading update
The shares had the largest one day fall in two years but our view remains unchanged.
stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove active investing is rewarded?
personal-finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes.
stocks
Will earnings from these 10 AI stocks live up to the hype?
What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
markets
Global Markets Report - 23 April
ASX set to open higher, after the US market recouped losses from last week.
personal-finance
What our analysts think of Buffett's forever stocks
Our latest Investing Compass episode dissects the stocks and what investors can learn from his shareholder letter.
stocks
20 US stocks to buy and hold forever
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
personal-finance
The most important decision a CEO can make
Capital allocation decisions are a key contributor to share price performance
markets
Global Markets Report - 22 April
ASX set to open higher, after tech stocks dragged the US market down on Friday.
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