Stock Market News & Analysis
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Goldman Sachs Earnings: Valuations remain stretched
We raise our fair value estimate for Goldman Sachs stock.
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Major ASX listed miners overvalued
We’ve adjusted our fair values after updating our commodity price assumptions.
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Undervalued ASX share with pathway to positive cash flow
Higher sales and a new loan facility increase our conviction.
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Taiwan Semiconductor earnings: Buoyant guidance backed by voracious AI demand
We’ve raised our fair value estimate of Taiwan Semiconductor stock.
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Ahead of earnings, is Netflix a buy, a sell, or fairly valued?
Watching sales growth and the potential for a major acquisition, here’s what we think of Netflix stock.
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Apple: Gemini partnership lets AI-worried investors breathe a sigh of relief
We believe a competitive—if not leading—AI feature suite will reinforce Apple’s wide-moat mobile device ecosystem.
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ASX share ticks all the popular thematic boxes
The shares are overvalued as investors are overly excited about defence and gold exposure.
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AI stocks winners, laggards and losers for 2025
AI stocks flew high in 2025 despite year-end volatility. Palantir and Lam look overvalued, but opportunities remain.
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12 picks for an income portfolio - Q4 2025 update
Eighteen months in and passive income growth has exceeded my target.
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Undervalued by 17%, this US cybersecurity leader is a buy for 2026
Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.
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Tough conditions for ASX listed wagering leader
Wagering continues to be challenged in Australia.
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Chart of the Week: Inflation fears dampen sentiment on retailers
Rising inflation is the fly in the ointment.
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