News

FIRB approval is an obstacle. Santos is Australia’s largest domestic gas supplier and a major LNG exporter, and there are ...
Little margin of safety in a world of rising risks.
We think Virgin’s offer price reflects benign industry conditions that are unlikely to remain so good forever.
Magnificent Seven companies have become synonymous with artificial intelligence, but some have more exposure to the AI ...
The end of the tax year looms large. And for some investors, this may have involved selling losers to offset capital gains ...
Figure 1 illustrates the top five ASX-domiciled equity ETFs that investors have recently retreated from (12 months to 31 ...
When the proverbial ‘shoeshine’ starts piling into an investment it is time to get cautious. We search for signs of bubbles ...
Certain qualities make a company more attractive to acquirers. Is hunting potential takeover targets and deal premiums a viable approach?
Sir Chris isn’t your average hedge fund manager. Most ASX companies probably wouldn’t fit his investing criteria, but this ...
Wide-moat Deterra Royalties DRR is an exception. Our wide moat for Deterra Royalties reflects its royalty on BHP’s Mining ...
Qantas is winding up its Singapore-based intra-Asia airline, Jetstar Asia, with a final day of operation on July 31, 2025.
If you’ve ever had trouble hitting a savings goal, you’re not alone. Savings rates have not recovered to pre-Covid levels, ...