Investors have gotten ahead of themselves with shares trading at a 94% premium to fair value.

This company dominates its industry and could be flirting with regulatory intervention.

More clarity on the path forward in the UK.

Shares are trading at a 61% discount to our fair value.

The shares sold off after the announcement of the Melio Payments acquisitions.

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.