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Consumer

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…

ByNick SundichApril 10, 2026

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

A handful of ASX Stocks Benefit From the NDIS, but could lose if a long-cried for crackdown actually happens. We're not saying they'll go out of business, but the gravy train might slow down. What are the Best ASX Stocks to invest in? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] The explosion of the NDIS What began as…

ByNick SundichApril 10, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

The Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

Almost every Guzman y Gomez trading update since it listed has resulted in volatile share price movements one way or the other. And today was no exception. But only weeks after falling 14% off the back of 1H26 results, today's Q3 sales figures sent shares up 20% in early trade. What's the story here? Have…

ByNick SundichApril 7, 2026

Ricegrowers (ASX:SGLLV): This company could be worth a look for investors wanting a resilient food companies amidst the Iran War!

Ricegrowers (ASX:SGLLV), the parent company of the SunRice Group, sits in an unusual corner of the Australian agribusiness market. On the surface, it looks like a conventional exporter tied to the ebb and flow of agricultural cycles. But if you look closer, the picture becomes more layered. Its vertically integrated model, multi‑origin sourcing and cooperative‑derived…

ByNick SundichApril 7, 2026

Best ASX Consumer Staples Stocks to Buy in April 2026: ACCC Clarity and Defensive Flows Drive the Sector

ASX Consumer Staples Stocks are gaining as investors turn defensive Consumer staples stocks advanced nearly 2% on Thursday, making it the best-performing sector on the ASX in a session where the broader market dropped 92 points. Two things drove that move: investors rotating into defensives following President Trump's warnings of intensified military action in the…

ByUjjwal MaheshwariApril 3, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

Collins Foods (ASX:CKF) Exits Taco Bell: Is This a Buying Opportunity Before the KFC Turnaround Kicks In?

Collins Foods Exits Taco Bell: Time to Buy CKF? Collins Foods (ASX: CKF) fell as low as A$8.45 in early trading on Tuesday before recovering to close at A$8.75 after announcing a legally binding conditional agreement to transfer 20 of its Taco Bell outlets to a Taco Bell-affiliated entity and Restaurant Brands Australia Holdings, with…

ByUjjwal MaheshwariApril 1, 2026

ARN Media (ASX:ARN): Will the company get off the hook with its whopping 10-year $200m deal with Kyle & Jackie O? Here’s what we think will happen!

If there's one company facing scrutiny from investors over one bad deal, it'd be ARN Media (ASX:ARN). No company signs a deal unless they think it'll be good. And securing Kyle and Jackie O...what was there to lose? Yes there are haters, but haters are going to hate, right? Well, eventually the haters caught up,…

ByNick SundichMarch 31, 2026

The Koala IPO Went Well With a Solid Gain On Debut! But Now What?

The Koala IPO went off without a hitch. The furniture company hit the ASX boards earlier today (March 31 2026) and did well out of the gate, rewarding investors who secured an allocation in the offer as well as those who'd been around for years, one of whom was Steve Smith. As of 2.30pm Tuesday,…

ByNick SundichMarch 31, 2026

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Consumer

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

The Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

Ricegrowers (ASX:SGLLV): This company could be worth a look for investors wanting a resilient food companies amidst the Iran War!

Best ASX Consumer Staples Stocks to Buy in April 2026: ACCC Clarity and Defensive Flows Drive the Sector

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Collins Foods (ASX:CKF) Exits Taco Bell: Is This a Buying Opportunity Before the KFC Turnaround Kicks In?

ARN Media (ASX:ARN): Will the company get off the hook with its whopping 10-year $200m deal with Kyle & Jackie O? Here’s what we think will happen!

The Koala IPO Went Well With a Solid Gain On Debut! But Now What?

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Consumer

Stocks in Spotlight

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