Latest News & Analysis
stocks
ASX player rallies on small guidance upgrade
Our fair value is maintained despite investor enthusiasm.
stocks
After earnings, is Alphabet stock a buy, a sell, or fairly valued?
With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.
stocks
Cisco earnings: AI orders and profitability look strong despite second-half choppiness
We’ve raised our fair value estimate of Cisco stock.
personal-finance
Inflation is the biggest destroyer of wealth
Investors must protect portfolios from the compounding impact of inflation on future living standards.
personal-finance
Unconventional wisdom: Two competing views on AI hype
The visionary vs the contrarian.
markets
Market Minute: Japanese markets react strongly; AI uncertainty expected
Japanese Prime Minister Sane Takaichi receives a resounding vote of confidence. In Australia, CommBank earnings jump nearly 7%, and the dollar rises over 71 US cents.
personal-finance
The Division 296 tax is still a quasi-wealth tax
Does the latest draft legislation penalise long term compounding for super funds?
stocks
ASX healthcare giant remains well positioned despite share slump
We welcome the CEO change at CSL but relatively soft plasma performance will postpone recovery
stocks
Australian bank remains overvalued despite strong result
When strong fundamentals meet persistent valuation headwinds.
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