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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

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

Healthcare Stocks

Telix (ASX:TLX) Could Be A Turnaround Story (Investing for FY26)

Illuccix Still Prints, Gozellix Adds a New Growth Leg Telix saw a small rerate this morning after releasing its full year results, and for us it comes back to two core priorities the company is executing on. First, the imaging business is performing well. Illuccix, its main prostate imaging product, is continuing to show strong growth.…

ByCharlie YouldenFebruary 20, 20260Comments

Tech Stocks Technology

Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit

Megaport Network Engine Is Working Megaport had a strong half, but there were a few areas in the financials and operating performance that the market may still punish in the near term. What really mattered this half came down to three core things. First, Megaport core network business accelerated. That is the engine of the story, and…

ByCharlie YouldenFebruary 20, 20260Comments