Stock Market News & Analysis

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Unconventional wisdom: Three ways we have it better than professional investors
Individual investors have all the advantages over the professionals but too many of us squander them. .
Unconventional wisdom: Three ways we have it better than professional investors
Unconventional wisdom: Three ways we have it better than professional investors
stocks
Humbling year for undervalued ASX listed share

Humbling year for undervalued ASX listed share

Disappointing results but well-telegraphed fiscal 2025.
stocks
Nvidia earnings: Raising Fair Value as export controls aren’t slowing it down

Nvidia earnings: Raising Fair Value as export controls aren’t slowing it down

Gaming products a bright spot amid lost China revenues.
stocks
Ambitious plan to turn around Telstra

Ambitious plan to turn around Telstra

Telstra investor day vindicates recent stock rally.
stocks
Is WiseTech’s $3.2 billion purchase the right move?

Is WiseTech’s $3.2 billion purchase the right move?

WiseTech’s latest acquisition is bigger than its previous 55 combined. Integration could be challenging but the timing looks right.
stocks
Increased uncertainty after ASX listed company makes poor acquisition

Increased uncertainty after ASX listed company makes poor acquisition

The widely criticised transaction also results in a lower fair value.
stocks
Apple: Latest tariff threat creates uncertainty, but we see it primarily as a negotiating tactic

Apple: Latest tariff threat creates uncertainty, but we see it primarily as a negotiating tactic

Despite short-term bluster from the administration, we expect an investment deal to be reached that avoids blanket iPhone tariffs.
stocks
ASX kingmaker stock upgraded to Wide Moat rating

ASX kingmaker stock upgraded to Wide Moat rating

WiseTech’s competitive position is incredibly strong and looks set to underpin formidable sales growth for the foreseeable future.
stocks
Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?

Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?

Looking at geopolitical risks, firm-wide supply constraints, and global AI demand, here’s what we think of Nvidia stock.
stocks
Fish oil glut causes ASX stock to plunge 30%

Fish oil glut causes ASX stock to plunge 30%

Investors savaged Nufarm stock as oversupply of fish oil hit prices in a key product line. We think the reaction is overdone.
stocks
Not enough growth to justify price of overvalued ASX share

Not enough growth to justify price of overvalued ASX share

Earnings show persistent growth but shares are trading well above our fair value.
stocks
Cheap ASX leader prioritising market share over profits

Cheap ASX leader prioritising market share over profits

Investors overreact to trading update and we view share drop as unwarranted.
stocks
Ask the analyst: Are markets ignoring Santos’ LNG business?

Ask the analyst: Are markets ignoring Santos’ LNG business?

A reader asks whether the tendency of Santos shares to move with oil prices suggests a misunderstanding of its business.
stocks
After earnings, Is Uber stock a buy, a sell, or fairly valued?

After earnings, Is Uber stock a buy, a sell, or fairly valued?

With record high profitability and a growing user base, here’s what we think of Uber stock.
stocks
Alibaba earnings: Results in line, with cloud business to drive growth

Alibaba earnings: Results in line, with cloud business to drive growth

We estimate that the rising adoption of Quanzhantui should help Alibaba enhance monetization until fiscal 2026.
stocks
Overpriced ASX tech leader

Overpriced ASX tech leader

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