Skip to content Skip to sidebar Skip to footer

Newsletter

Nick Sundich

1,252 articles published

Biotech Stocks Blue Chip Stocks Healthcare Stocks Life Sciences

Why CSL’s US$11.7bn Bet On Vifor Has Failed, And If There Is Hope For The Future?

It is hard to look back on something and say it failed especially if it was a US$11.7bn bet as CSL's Vifor acquisition was. But what else can you say? Impairments now total roughly US$6.5bn, the share price is barely over $100 having peaked at over $300 only a couple of years ago and the…

ByNick SundichMay 13, 20260Comments

AI Stocks Tech Stocks Technology

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

Earlier this week, famous investor Michael Burry declared that the US equity market had "jumped the shark," drawing explicit parallels to the final stages of the 1999–2000 dot-com bubble.His warning is consistent with several objective valuation and sentiment indicators that suggest stretched multiples and deteriorating consumer fundamentals. Whether or not a crash is imminent, his…

ByNick SundichMay 13, 20260Comments

Tech Stocks Semiconductor stocks Technology

Weebit Nano In 2026: Gearing up for the royalty gold rush

Weebit Nano in 2026 has something it has never had before: the balance‑sheet strength, commercial momentum and engineering depth to scale Resistive RAM (ReRAM) into a global licensing business. The company has raised A$87m through an institutional placement, with a further A$15m available via the Share Purchase Plan. On a fully subscribed basis, the pro‑forma…

ByNick SundichMay 12, 20260Comments

Consumer

Has Inghams (ASX:ING) Got a Legitimate Turnaround Plan? The Market Seems To Think So For The First Time In a While

Inghams (ASX:ING) investors would be thankful yesterday's Investor Day didn't lead to a further decline, as CSL's own ill-fated event did - capping off a $100bn market cap decline. But Inghams shares finished the day slightly higher than they started. There's a long way to go, but investors got clear signs that stabilisation is occurring…

ByNick SundichMay 12, 20260Comments

Blue Chip Stocks Education

5 Of The Most Gruesome ASX Takeover Battles Between Private Equity Firms!

The bidding contest for oOh!media (ASX: OML) is shaping up to be another one of the several hotly contested ASX takeover battles. Just a couple of weeks after Pacific Equity Partners (PEP) launched an unsolicited A$747m bid (at $1.40 per share), I Squared Capital (ISQ) countered at A$770.6m (or $1.45 per share). The oOh!media board…

ByNick SundichMay 12, 20260Comments

Property Real Estate Retail

Should You Buy These 2 High Yielding ASX REITs Instead of The Big Banks And Miners?

If you're a dividend investor, the idea of ditching big banks and miners for REITs (even high yielding ASX REITs) may sound preposterous.After all, the big 4 banks and major miners (especially BHP and RIO) became shorthand for yield investing in Australia. And that's before you consider how REITs have been ditched in light of…

ByNick SundichMay 11, 20260Comments

Education

As AUSTRAC Turns Its Sights on Tabcorp: Here’s What You Need To Know About This Regulator That’s Won $2.5bn in Penalties!

Last week, investors learned that AUSTRAC has opened an enforcement investigation into Tabcorp (ASX: TAH). The announcement triggered a sharp market reaction, with Tabcorp falling more than 22% in a single session and shedding meaningful value at a time when the business was already navigating a difficult operating environment. The news caused serious concerns among…

ByNick SundichMay 11, 20260Comments

Bank Stocks Blue Chip Stocks Dividend Stocks Growth Stocks

Macquarie’s Result For FY26: Here’s What Investors Missed And What Matters for FY27

Macquarie’s result for FY26 landed with the kind of force that tends to dominate headlines. A 30% jump in net profit to $A4.8bn, a record second half, and a return on equity rising to 14% created an understandable sense of momentum.Yet the real story sits beneath the headline numbers. FY26 was a year shaped by…

ByNick SundichMay 8, 20260Comments

AI Stocks Tech Stocks Technology

Is the AI Boom a Bubble? The Case For and Against

Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major hyperscalers collectively plan to deploy roughly US$700bn in AI‑related capital expenditure in 2026 alone! Goldman Sachs projects US$7.6 trillion in AI infrastructure investment between 2026…

ByNick SundichMay 8, 20260Comments

Dividend Stocks Education

Here’s How ASX Investors Should Prepare for CGT Changes And The Stocks That Could Become More Lucrative As a Result

For ASX investors, this 'tax time' is the most consequential in years. Australia’s capital gains tax regime is on the verge of its most consequential shift since the Howard government replaced cost‑base indexation with the 50% discount in 1999.As the Albanese government approaches the May 2026 budget under pressure on housing affordability, and with the…

ByNick SundichMay 8, 20260Comments

the Kick-ass Multipurpose WordPress Theme

Nick Sundich

Why CSL’s US$11.7bn Bet On Vifor Has Failed, And If There Is Hope For The Future?

Michael Burry Thinks The AI Boom Is Another Dot Com Bubble And Investors Are Sleepwalking To Disaster

Weebit Nano In 2026: Gearing up for the royalty gold rush

Has Inghams (ASX:ING) Got a Legitimate Turnaround Plan? The Market Seems To Think So For The First Time In a While

5 Of The Most Gruesome ASX Takeover Battles Between Private Equity Firms!

Should You Buy These 2 High Yielding ASX REITs Instead of The Big Banks And Miners?

As AUSTRAC Turns Its Sights on Tabcorp: Here’s What You Need To Know About This Regulator That’s Won $2.5bn in Penalties!

Macquarie’s Result For FY26: Here’s What Investors Missed And What Matters for FY27

Is the AI Boom a Bubble? The Case For and Against

Here’s How ASX Investors Should Prepare for CGT Changes And The Stocks That Could Become More Lucrative As a Result

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Nick Sundich

Stocks in Spotlight

Add Your Heading Text Here