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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

Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models

The Real AI Bottleneck Is Data, Not Models Fortif AI Fortif AI surged 14% to 32c this morning after announcing that its newly acquired business, Nol8, is building an agentic AI data plane. We started writing on Fortif a couple of months ago around its acquisition strategy, and more recently the company delivered its first profitable…

ByCharlie YouldenFebruary 16, 20260Comments

Uncategorized

Austal (ASX:ASB) Investors Jump Ship After US Accounting Shock

Investors Bail, But US Shipbuilding Demand Has Not Austal has seen a sharp price fall after flagging an accounting overstatement in its US business. The company identified that some incentive payments tied to the T ATS program had been recognised by Austal USA “along the way”, using a percentage of completion approach, even though those same…

ByCharlie YouldenFebruary 13, 20260Comments

Blue Chip Stocks Healthcare Stocks

Cochlear (ASX:COH) Down 16% on a Softer Half, What the Market Is Really Pricing

Cochlear had a softer start to its half yearly result, with sales of A$1.1 billion down around 1%. The bigger issue for investors was underlying net profit, which appears to have been the key driver behind the 16% drawdown and the broader selling pressure. Net cash remained solid at A$173 million, although it was down…

ByCharlie YouldenFebruary 13, 20260Comments

Tech Stocks Technology

WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years

Why WTC Is More Volatile Than Xero and Megaport WiseTech is trading at its cheapest level in five years. And it is not happening in a vacuum. Investors have already felt the bloodbath across SaaS lately. Today alone, WiseTech opened down 15%, while Xero was down 4% and Megaport was down 4%. So the question investors are…

ByCharlie YouldenFebruary 13, 20260Comments

Mining Stocks

New Frontier Minerals (ASX:NFM) The Smart Part of This Deal Is Metallium (ASX:MTM)

Canada Exposure, Metallium Processing, One Thesis New Frontier Minerals has signed a binding option and staged earn in agreement to acquire up to 90% of the Pomme REE-Nb Project in Quebec, roughly 500 km northwest of Montreal. What we like about this move is it adds a Canadian rare earths and niobium asset in a strong…

ByCharlie YouldenFebruary 12, 20260Comments

Healthcare Stocks

Pro Medicus (ASX:PME) Down 16% on a Great Result, Here’s Why

A Premium Multiple Leaves No Room for “Good” Pro Medicus fell 16% despite what, on the surface, looked like an exceptional half yearly result. A lot of investors will be asking the obvious question: how can a company print a strong result and still get sold off that hard? The core principle here is asset pricing.…

ByCharlie YouldenFebruary 12, 20260Comments

Tech Stocks Technology

AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?

The Market Saw $133m, Not the $285m Story AMP had a sharp fall early this morning, and it felt like the market was laser focused on statutory numbers this reporting season. Statutory NPAT fell 11%, largely because of the size of the below the line items that hit reported profitability. What’s interesting though is the underlying picture…

ByCharlie YouldenFebruary 12, 20260Comments

Mining Stocks

Great Dirt Resources (ASX:GR8) Up 130% on a $1.45m Cornerstoned Raise

Placement Locked In, Sentiment Explodes Great Dirt Resources saw a significant re-rating today, up 130%, after locking in binding agreements to raise $1.446 million via a share placement. The company is issuing 9.3 million shares at $0.155 to raise roughly $1.4 million. Management said demand was strong, with new investors coming in, including Australian high net…

ByCharlie YouldenFebruary 11, 20260Comments

Tech Stocks Technology

Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?

AGL Telco Deal Is EPS Accretive, But Dilution Is the Debate Aussie Broadband had a sharp surge this morning, up 20%, after announcing it will acquire AGL Energy Limited’s telco business, described as AGL Telco, including its customers and assets. What comes with this network is a meaningful base of services: 218,000 NBN Co Limited services,…

ByCharlie YouldenFebruary 11, 20260Comments

Uncategorized

CSL Releases 1H26 Results Following CEO Exit Shock And Has More Than Halved in 2 Years! What’s Real vs Noise?

CSL Releases 1H26 Results:A Volatile Print, But Not a Broken Franchise Investors should brace for a bumpy ride with CSL right now. The sudden CEO exit in the final minutes of trading, followed closely by the release of its half-year results, has made this interim season feel a lot more volatile than usual. That said, when you…

ByCharlie YouldenFebruary 11, 20260Comments