Stock Market News & Analysis
stocks
Is this ASX share a value trap or bargain?
Cost-cutting the priority as underlying asset values falling on deaf ears.
stocks
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.
stocks
Taiwan Semiconductor earnings: Buoyant guidance backed by voracious AI demand
We’ve raised our fair value estimate of Taiwan Semiconductor stock.
stocks
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.
stocks
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.
stocks
ASX share ticks all the popular thematic boxes
The shares are overvalued as investors are overly excited about defence and gold exposure.
stocks
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.
stocks
12 picks for an income portfolio - Q4 2025 update
Eighteen months in and passive income growth has exceeded my target.
stocks
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.
stocks
Tough conditions for ASX listed wagering leader
Wagering continues to be challenged in Australia.
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