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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.

984 articles published

Uncategorized

Xero (ASX:XRO) 57% Off Highs, Is the “AI Shock” Overdone?

Systems of Record Do Not Get Replaced Overnight A couple of weeks ago, we published an article on Xero (ASX:XRO). It has been a tough year for the stock, now down roughly 57% from its highs and trading around $82. In our view, the sell-off has been driven less by a collapse in the underlying business,…

ByCharlie YouldenFebruary 10, 20260Comments

Mining Stocks

Fortuna Metals (ASX:FUN) The Kasiya Neighbour Trade in Rutile Is Heating Up

Fortuna Metals Rutile in the Shadow of a US$2.3bn PFS Comparable Fortuna Metals (ASX:FUN) has further demonstrated larger-scale rutile mineralisation within its Mkanda Project, which is 1 of 2 projects that sit within the Malwai resource jurisdiction. The company ran a very shallow, first pass drilling program using hand auger holes, and reported only the top…

ByCharlie YouldenFebruary 9, 20260Comments

Uncategorized

Corning (NYSE:GLW) A $6B Meta Deal and a New AI Demand Curve

From iPhone Glass to AI Infrastructure, The Story Has Changed Many investors are starting to take notice of Corning, a 175 year old US company that the market used to think of as a “boring” business. The stock has pushed to new all time highs, marking a major turnaround for a company best known for the…

ByCharlie YouldenFebruary 9, 20260Comments

Tech Stocks Technology

Pepper Money (ASX:PPM) Up 25% as Challenger (ASX:CGF) Confirms Deal Talks

Not a Takeover, A Partnership Style Deal With Challenger Pepper Money (ASX:PPM) surged 25% at the market open today after speculation circulated about a potential acquisition. Challenger Limited has now responded to the media reports, confirming it is in advanced but incomplete discussions regarding a possible deal involving Pepper Money. Based on what has been discussed so…

ByCharlie YouldenFebruary 9, 20260Comments

Tech Stocks Technology

Amazon (NASDAQ:AMZN) Down 9%, Is Capex Becoming the Story?

14% Sales Growth, 128B Spend, Now What? Amazon has fallen about 9%. While we are holders of the stock, when we look at risk to reward and current market sentiment, the setup feels less attractive than it did. With capex reaching $128 billion, the near term risks look higher than the potential reward, especially given…

ByCharlie YouldenFebruary 6, 20260Comments

Tech Stocks Technology

Tech and AI Stocks Sell Off, This Reckoning Was Always Coming

The Tech and AI Valuation Reality Check When it comes to stock prices, they usually rise when fundamentals and earnings improve. The catch is that markets do not move purely on logic. They are heavily influenced by emotion driven buying and selling, and that can be a double edged sword. In names like Nvidia, Broadcom, Microsoft, and…

ByCharlie YouldenFebruary 6, 20260Comments

Tech Stocks Technology

AMD (NASDAQ:AMD) 20% Down in a Week, Reset Opportunity or Start of a De Rating?

The Sell Off Isn’t About One Quarter, It’s About the Multiple AMD has sold off hard, down around 21% in the last five trading days after a revenue miss. Even with the share price pulling back toward the $200 level, it feels like there is more going on here than a simple “bad quarter” narrative. Because…

ByCharlie YouldenFebruary 5, 20260Comments

Tech Stocks Technology

Why Are Tech and SaaS Stocks Selling Off Right Now?

Why Are Tech and SaaS Stocks Selling Off Right Now? You have probably felt the brute force of this sell-off first-hand. Many portfolios have taken a hit, and it is not just the speculative end of the market. Even some of the ASX mid and large-cap darlings, names like Xero and WiseTech Global, are now more…

ByCharlie YouldenFebruary 5, 20260Comments

Tech Stocks Technology

Xero Shares Are 56% Off the Peak, Is the Market Mispricing Quality?

The SaaS Reset Creates a New Entry Debate for Xero Shares Across the Australian tech complex, we have seen a clear de rating cycle in many premium SaaS and infrastructure names including WiseTech, Xero, TechnologyOne and Megaport. In our view, this has largely been a healthy correction rather than a collapse in business quality. Many of…

ByCharlie YouldenFebruary 4, 20260Comments

Tech Stocks Technology

WiseTech Global (ASX:WTC) 82% Upside or a Value Trap in Disguise?

Is the Market Missing the Real Question on Wisetech Global From writing on over 100 different ASX companies over the past year, one fundamental lesson keeps showing up again and again. Making money in markets is rarely about simply buying “great companies” or chasing the next big idea. It’s about buying quality businesses at the right…

ByCharlie YouldenFebruary 4, 20260Comments