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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

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3 High-Conviction Tech Growth Picks for 2026

3 Tech Growth Picks Set to Lead the Next Wave Many investors are searching for high quality opportunities where the risk to reward profile offers genuine upside. Against a macro backdrop marked by rising unemployment and persistent inflation concerns, We believe 2026 will reward a more selective approach that prioritises strong fundamentals, durable business models,…

ByCharlie YouldenDecember 23, 20250Comments

Blue Chip Stocks Market news Tech Stocks Technology

NEXTDC or Coreweave, which is the better long-term Investment

Two Roads to Data Dominance Many investors, particularly those focused on growth and technology, already understand that data and the infrastructure supporting it have become a core driver of long term value creation. We agree with that view, but we think the more interesting question now is where that value ultimately compounds most effectively. In Australia,…

ByCharlie YouldenDecember 22, 20250Comments

Mining Stocks

Meteoric Resources (ASX:MEI) Surges 28% as Caldeira Wins Key Environmental Approval

Investors Reprice Meteoric Resources After Caldeira Rare Earths Licence Meteoric Resources (ASX:MEI) has seen a sharp rerating this month, with the shares surging 28% following progress at its flagship Caldeira rare earths ionic clay project in Minas Gerais, Brazil. Caldeira sits at the core of Meteoric’s valuation and stands out as one of the most…

ByCharlie YouldenDecember 22, 20250Comments

Healthcare Stocks Tech Stocks Technology

Is Telix Pharmaceuticals (ASX:TLX) Now Undervalued With Phase 3 China Clinical Success?

Why Telix Pharmaceuticals Pullback Could Be a Second Chance Telix Pharmaceuticals (ASX:TLX) has faced a challenging year, particularly for a company that previously delivered consistently strong growth. Disclosure issues and delays around FDA progress for its brain cancer imaging asset have clearly weighed on sentiment and reset near term expectations. As a result, the stock…

ByCharlie YouldenDecember 22, 20250Comments

Market news Mining Stocks

Great Northern Minerals (ASX:GNM) Soars on 7.1% Antimony Hit at Catalyst Ridge

Great Northern Minerals Surges 15% on High-Grade Antimony Discovery Great Northern Minerals (ASX: GNM) has surged 15% today following strong news from its Catalyst Ridge project, which hosts antimony and rare earth mineralisation. The announcement focused on the discovery of an antimony sulphide vein extending over a 1 km strike length, with vein widths ranging…

ByCharlie YouldenDecember 19, 20250Comments

Tech Stocks Technology

4DMedical (ASX:4DX) Hits Record High on Tier-One Cleveland Clinic Deal

4DMedical Rockets to Record High 4DMedical (ASX: 4DX) has officially reached all time highs. We began writing on the company at A$0.25 per share and have since watched it evolve from a small cap into a business now valued at over A$1 billion, making it one of Australia’s strongest performing biotech companies. The latest 15%…

ByCharlie YouldenDecember 19, 20250Comments

Tech Stocks Technology

Electro Optic Systems (ASX:EOS) Fires Up as A$152M Defence Contracts Ignite Rally.

EOS Powers Ahead with A$152M Defence Bonanza. Electro Optic Systems (ASX: EOS) is seeing strong momentum over the past week, highlighted first by a South Korean contract valued at A$120 million for high energy laser weapons supporting counter unmanned surface vessel systems. This was followed today by a A$32 million contract for the R400 remote…

ByCharlie YouldenDecember 19, 20250Comments

Tech Stocks Technology

RocketBoots (ASX:ROC) Soars 100% on Major Tier-One Retail Contract Win.

RocketBoots Doubles After Securing A$9M ARR Deal RocketBoots (ASX: ROC) surged 100% this morning, a striking move for a company that entered the session with a market capitalisation of roughly A$32M. The rally followed the announcement of a A$9M ARR contract with a global tier one retailer, which is clearly a meaningful commercial win and…

ByCharlie YouldenDecember 18, 20250Comments

Market news Mining Stocks Technology

Boss Energy Plunges 22% After Withdrawing Honeymoon Feasibility Study.

Boss Energy Wipes Out 22% as Feasibility Reset Shakes Market Confidence. Boss Energy (ASX: BOE) saw its share price fall sharply today, down 22%, following the release of a new Honeymoon review and the formal withdrawal of its 2021 Enhanced Feasibility Study. Management concluded that the assumptions underpinning that study were materially incorrect from FY27…

ByCharlie YouldenDecember 18, 20250Comments

Tech Stocks Technology

Why CoreWeave (NSDQ:CRWV) Investors Should Be Nervous Right Now.

The Cracks Are Starting to Show at CoreWeave. CoreWeave (NSDQ:CRWV) has been one of the standout names in the AI data centre narrative, and the share price performance reflects that enthusiasm. However, at the current valuation, we think the stock risks becoming a value trap unless investors look much deeper into the underlying fundamentals. This…

ByCharlie YouldenDecember 18, 20250Comments