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Marc Kennis

Marc is the co-founder of Stocks Down Under and has 25+ years experience analyzing companies in a range of sectors, including Food & Beverage, Industrials, Technology, Medical Equipment, Telecom and Media. Prior to moving to Australia in 2014, he worked for a number of brokers and banks in The Netherlands, including ING and Rabobank. In 2018, Marc co-founded Pitt Street Research,

170 articles published

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Online casino growth trends and what they signal for long term investors in gambling equities

A familiar scene plays out on earnings calls. A legacy casino operator talks about hotel occupancy and foot traffic, then pivots to app engagement, wallet adoption, and product release cadence. That pivot matters. Online casino now sits at the centre of many listed gambling strategies because it scales differently to venues, and it shifts where…

ByMarc Kennis2 days ago1Comment

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Can Traders Learn Anything from Gambling Strategies?

Gamblers have been arguing about the viability of gambling strategies for years. There are those who will argue that they are useless. Casinos are all about sheer chance after all. There are also those who believe that you can bend luck to your will with just a bit of effort. Players are now able to…

ByMarc KennisFebruary 10, 20260Comments

Semiconductor stocks Tech Stocks

Weebit Nano (ASX:WBT) signs License Deal with Texas Instruments and bags an Elephant

Weebit Nano (ASX:WBT) bagged an elephant On 29 December 2025, Weebit Nano announced it signed an IP (Intellectual Property) license deal with Texas Instruments (TI, NASDAQ:TXN), the world's largest analog semiconductor manufacturer that generated US$17.3bn in revenues in the last 12 months through 3Q25 (September quarter). In other words, this is a massive deal for…

ByMarc KennisDecember 29, 20250Comments

Technology

TSMC: The ~TW$30tn company that’s the reason why China has an eager eye on Taiwan

Have you ever heard of TSMC (Taiwan Semiconductor Manufacturing Company)? If you haven't, there are good reasons why you should know about it. Namely, because it is a major force in the world's electronics supply chain. It produces over 50% of the world's contract chips and over 90% of the world's most advanced chips. Its key…

ByMarc KennisJuly 30, 20250Comments

Energy Stocks Mining Stocks Oil and Gas Stocks

MTM and Helios will Benefit as the US Hunts for Home-Grown Supplies of Critical Metals and Energy

The Middle East has once again become a hotbed of geopolitical tension, with the recent flare-up between Iran and Israel drawing global attention. As the situation escalates, energy markets are feeling the tremors, and the broader impact on global trade, particularly oil prices, is becoming increasingly apparent. Amid this volatility, investors are closely watching companies…

ByMarc KennisJune 26, 20250Comments

Gold Stocks Mining Stocks

There’s Gold in Them Hills: Why Some ASX Gold Miners May Still Be Undervalued

Why Some ASX Gold Miners May Still Be Undervalued "Gold is money. Everything else is credit." - J.P. Morgan Gold has been on a rampage for some years now, especially in recent months, pushing through all-time highs as investors seek safety from inflation, geopolitical uncertainty, and weakening currencies. Yet while bullion shines, the response from Australian gold…

ByMarc KennisJune 9, 20250Comments

General Life Sciences Real Estate Tech Stocks Technology

The equity markets in 2025 may rebound hard, according to this scenario

There's hope for equity markets in 2025 When the market is crashing as hard as it has been doing in the last few trading sessions, not many investors want to look too far out or think about upside scenarios in the medium term. And that is probably the case this time around as well with…

ByMarc KennisApril 8, 20250Comments

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Weebit Nano (ASX:WBT) has a great start to 2025 and signs its biggest license deal yet

Weebit Nano (ASX:WBT) On 2 January 2025, Weebit Nano (ASX:WBT) announced the third license deal for its ReRAM technology, in this case with American chip manufacturer ON Semi (NASDAQ:ON). ON Semi is a so-called Integrated Device Manufacturer (IDM), which means it designs and manufactures its chips in-house. By contrast, fabless chip companies, such as Apple…

ByMarc KennisJanuary 2, 20250Comments

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The Bear Market in Small Caps may finally be over after 30 months!

It's been a rough few years for Small and Mid Cap Stocks! The Bear Market in Small Caps is now 30 months old. Ever since Central Banks around the world started raising interest rates in early 2022, large parts of the global equity markets have struggled, Small and Mid Cap stocks in particular. However, Large…

ByMarc KennisOctober 10, 20240Comments

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The case for Australian interest rates to come down faster than people are expecting

Australian interest rates influenced by US inflation trend On 13 June, US consumer prices (CPI) came in lower than expected for the month of May. The market was expecting 3.4% inflation in May, where the actual number came in at 3.3%. It might not seem like a big difference, but we believe it is significant…

ByMarc KennisJune 13, 20240Comments

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Marc Kennis

Online casino growth trends and what they signal for long term investors in gambling equities

Can Traders Learn Anything from Gambling Strategies?

Weebit Nano (ASX:WBT) signs License Deal with Texas Instruments and bags an Elephant

TSMC: The ~TW$30tn company that’s the reason why China has an eager eye on Taiwan

MTM and Helios will Benefit as the US Hunts for Home-Grown Supplies of Critical Metals and Energy

There’s Gold in Them Hills: Why Some ASX Gold Miners May Still Be Undervalued

The equity markets in 2025 may rebound hard, according to this scenario

Weebit Nano (ASX:WBT) has a great start to 2025 and signs its biggest license deal yet

The Bear Market in Small Caps may finally be over after 30 months!

The case for Australian interest rates to come down faster than people are expecting

PLS Group (ASX:PLS) Hits Record High on US$600M No...

Narryer Metals (ASX:NYM) Tim Goyder Backs A$1.06m...

Sovereign Metals (ASX:SVM) DFS lands,$2.2B NPV, $4...

2020, the Golden Year

Investing in the Year of the Rat

Market trouble spots to avoid in 2020

Marc Kennis

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