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Charlie Youlden

508 articles published

Tech Stocks Technology

7 ASX Stocks Positioned to Win as Financial Services Battle for Talent Reaches Crisis Point

Australian financial services companies are facing their most acute talent shortage in over a decade. A recent study by the Financial Services Council found that 78% of finance firms cited talent acquisition as their primary operational constraint in 2025, up from 43% just three years earlier. This is not just an HR problem. It is…

ByCharlie YouldenFebruary 25, 20260Comments

Healthcare Stocks Tech Stocks Technology

Nanosonics (ASX:NAN) Revenue Up 9%, But Operating Leverage Still Missing

Nanosonics Investors Want Margin Accretion, This Half Did Not Deliver It Nanosonics saw its share price fall 7% to around $3.35 today after what looked like a fairly moderate half year result. The business delivered broad based growth, but profitability was slightly softer, which is where the market seemed to focus. Here is the quick snapshot. …

ByCharlie YouldenFebruary 24, 20260Comments

Market news

ARB Corporation (ASX:ARB) Down 15% as Margins Reset and Earnings Slide

ARB Corporation A Small Revenue Dip, A Big Profit Hit, Here’s Why ARB Corporation had a sharp 15% fall today after its result, with the numbers showing a clear reversal in revenue momentum and profitability. From our read, demand itself was not the main problem. The bigger issue was margin pressure as costs normalised, which brought…

ByCharlie YouldenFebruary 24, 20260Comments

Market news Mining Stocks

Monadelphous Group (ASX:MND) A Clean Beat, Revenue Up 45%, Profit Up 52%

Monadelphous Group Earnings Quality Improves as Construction Surges Monadelphous Group had a strong re rate on its half year result, with the share price pushing up to around $34, up 12% from today’s open. For dividend focused and growth investors, this looked like a genuinely pleasing update because it signalled a step change in activity across…

ByCharlie YouldenFebruary 24, 20260Comments

Market news

If you decide to start investing in 2026, here’s how you should approach it

If you want to start investing in 2026 to say it is a turbulent environment is an understatement. An undercurrent of market jitter persists, with many people facing an economic hangover from the inflation of the past years. Many individuals also feel significant financial strain, and they aren’t confident they could withstand a recession. However,…

ByCharlie YouldenFebruary 24, 20260Comments

Tech Stocks Technology

Electro Optic Systems (ASX:EOS) A 20% Re Rate on Confidence, Not Clean Earnings

Contracted Revenue Up 238%, Market Looks Through the Noise Electro Optic Systems had a pretty substantial re rate, up 20%. On the surface, FY25 looks like a mixed earnings print, and the price action suggests investors are anchoring to one core line item, contracted revenue. At the same time, there were a number of accounting…

ByCharlie YouldenFebruary 23, 20260Comments

Market news

Trump’s 15% Global Tariff, Why Markets Barely Blinked

Trump’s New 15% Import Tariff On Saturday, Donald Trump announced a new 15% global tariff on virtually all imports entering the US, effective immediately. What has stood out so far is how muted the market reaction has felt versus prior tariff headlines. That could be telling us something about positioning, fatigue, or simply that investors now…

ByCharlie YouldenFebruary 23, 20260Comments

Tech Stocks Technology

Nuix (ASX:NXL) Looks Cheap on 6x EBITDA, Is the Turnaround Real?

The Nuix Flywheel Is Turning, Bigger Deals, Better Margins Nuix is one to keep on the watchlist. At first glance, it is coming off a profitable start to H1 FY26 and, on an EBITDA multiple of roughly 6x, it screens as cheap for a SaaS style business that appears to be building momentum. Revenue reached $121m,…

ByCharlie YouldenFebruary 23, 20260Comments

Market news

Long-term vs. Day Trading: Choosing Your Winning Strategy for Your ASX Portfolio

When it comes to investing in the Australian Securities Exchange (ASX), two predominant strategies often emerge: long-term investing and day trading. Each approach has its own set of advantages and challenges, making the choice between them a critical decision for any investor. Whether you’re a retail investor looking to grow your wealth or an experienced…

ByCharlie YouldenFebruary 20, 20260Comments

Market news

Guzman y Gomez (ASX:GYG) Strong Numbers, Brutal Sell Off, What Broke?

Revenue Up 23%, Stock Down 10%, Here’s Why GYG was a big IPO in 2024, but since then the stock has had a volatile run. It is now down roughly 55% from earlier levels, and it fell a further 10% after today’s result. What makes this interesting is that the operating numbers were actually strong: Revenue was…

ByCharlie YouldenFebruary 20, 20260Comments

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7 ASX Stocks Positioned to Win as Financial Services Battle for Talent Reaches Crisis Point

Nanosonics (ASX:NAN) Revenue Up 9%, But Operating Leverage Still Missing

ARB Corporation (ASX:ARB) Down 15% as Margins Reset and Earnings Slide

Monadelphous Group (ASX:MND) A Clean Beat, Revenue Up 45%, Profit Up 52%

If you decide to start investing in 2026, here’s how you should approach it

Electro Optic Systems (ASX:EOS) A 20% Re Rate on Confidence, Not Clean Earnings

Trump’s 15% Global Tariff, Why Markets Barely Blinked

Nuix (ASX:NXL) Looks Cheap on 6x EBITDA, Is the Turnaround Real?

Long-term vs. Day Trading: Choosing Your Winning Strategy for Your ASX Portfolio

Guzman y Gomez (ASX:GYG) Strong Numbers, Brutal Sell Off, What Broke?

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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