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Charlie Youlden

Charlie is an Associate Equity Research Analyst covering ASX small caps across technology, mining and industrials.

His investing journey began in 2020 with large-cap US technology stocks, before he went on to complete a Commerce degree in Finance and Marketing at UTS, the Wall Street Prep Financial Modelling course, and Columbia Business School’s Value Investing course.

Charlie’s goal is to make investing clear, digestible and genuinely useful for everyday retail investors, helping them make better decisions with more confidence.

666 articles published

Tech Stocks Technology

Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?

Shares In ReadyTech Under Pressure In Light of a Soft Half Any investors owning shares in ReadyTech (ASX:RDY) will have had a rough 12 months. The stock has fallen from a high of $3.30 to around $1.20, which puts it down roughly 57%. The latest interim result did little to help sentiment, with the company delivering…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology Uncategorized

Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

Big Step in Drone Stealth With Graphene Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene enhanced composite materials can materially reduce a drone’s radar visibility. In laboratory testing, sample materials delivered up to a 20dB reduction in radar reflection, with the team now working to optimise performance toward 30dB. The core objective…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology

DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results

Earnings Beat, Then a $21.7m Contract, Momentum Stays Hot DroneShield appears to have timed this very well, announcing a new major contract just one day after releasing its strong earnings result. The company disclosed a A$21.7m European reseller deal, made up of six separate contracts with a combined value of A$21.7m. From a market messaging perspective,…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Rubin Targets 10x Cheaper Inference, That’s the Real Story Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company in the world and the clear leader at the frontier of AI. It is remarkable to see how far the business has come over the past…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology

WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies

The Layoffs Are Integration, Not AI Panic Coming across coverage of WiseTech this reporting season, we have seen a lot of dramatic phrasing such as “first AI jobs bomb,” which frames the situation as if this is purely an AI-driven wave of replacement. In our view, those headlines are far more attention-grabbing than they are reflective…

ByCharlie YouldenFebruary 25, 20260Comments

Uncategorized

DroneShield (ASX:DRO) Revenue Up 276%, The Business Crosses the Profit Chasm

Hardware Wins, SaaS Ambition, The Earnings Quality Upgrade DroneShield has now crossed the commercial profitability chasm, and FY25 was clearly a step up year for the business. The company has moved from proving demand to proving it can scale profitably. That is an important shift. At the same time, it feels like much of that progress…

ByCharlie YouldenFebruary 25, 20260Comments

Tech Stocks Technology

WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26

Cheapest Multiple in 5 Years, But the Market Wants Proof WiseTech is a company we have been covering at Stocks Down Under for a while, and we were surprised to see the stock open up today. On the surface, the result was strong. Revenue growth was impressive. But the market also had to digest a materially…

ByCharlie YouldenFebruary 25, 20260Comments

Market news

Forecasts for the Key ASX Sectors in 2026

The Australian Stock Exchange is seeing all the different sectors performing at all levels of speed. In 2026, investors ask which sectors lead, which ones are undervalued shares, and what trends to pay attention to this year. Let’s cover what analysts and brokers have predicted for key sectors in the Australian stock market outlook for…

ByCharlie YouldenFebruary 25, 20260Comments

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