WiseTech’s latest acquisition is bigger than its previous 55 combined. Integration could be challenging but the timing looks right.

WiseTech’s competitive position is incredibly strong and looks set to underpin formidable sales growth for the foreseeable future.

Earnings show persistent growth but shares are trading well above our fair value.

The shares are trading at a significant premium to our fair value.

Online marketplaces may face headwinds.

High flying share is more than priced for perfection.

CoStar Group raises the offer on the property portal.

Investors may be over optimistic about the prospects for a new revenue source.

Investors are fixated on delayed product rollouts but long-term growth prospects are strong.

Board members step down over differences on the role of former CEO Richard White.