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R&D: Which companies spend the most on it and how do they set their budgets right?

R&D (Research and Development) is an important activity undertaken by ASX-listed companies of all kinds. This is most prominent in respect of health and technology stocks, but even established companies in other sectors do it as well. In FY23, ASX-listed companies spent $14.7bn in total - data for FY24 is not yet avaliable. Yet FY23's total…

ByNick SundichJune 23, 2025

Here are 5 ASX stocks vulnerable to AI: Should you sell them?

Let's take a look at some ASX stocks vulnerable to AI. Because right now, investors are focused on stocks that could win from AI, and even though some companies will win, there will also be losers too. Those who won't see AI is a threat, until competitors that adopted AI are 100x bigger than them.…

ByNick SundichJune 19, 2025

Sovereign Wealth Funds: How do they work and how does Australia’s stack up?

In this article, we look at Sovereign Wealth Funds. They are worth knowing about because they have a bigger role in equity markets than you think - they're not just 'saving for a rainy day'. What are sovereign wealth funds? A sovereign wealth fund (SWF) is a state-owned investment fund that is managed and invested by…

ByNick SundichJune 19, 2025

When investors are in a risk off mindset: Here are the 5 moves they usually make and why

Israel’s strikes on Iran, and the subsequent responses, led to the typical "risk off" moves professional investors usually make when faced with uncertainty. But what exactly does "risk off" mean and how relevant is it for retail investors? Should you be risk off too or should you ride out geopolitical uncertainty? Few would've predicted Israel would've…

ByNick SundichJune 18, 2025

Here’s how the Great Wealth Transfer will impact financial markets

Over the next 20 years, the Great Wealth Transfer will happen. And it will have meaningful impact on financial markets. The Great Wealth Transfer: Here's how large it'll be A$3.5tn (according to AMP) will change hands from Baby Boomers and the Silent Generation to Millennials and Gen Z. And it will mean a lot for the…

ByNick SundichJune 16, 2025

Here Are 3 Important Tax Deductions For Investors You May Be Missing Out On!

As the end of the financial year (EOFY) approaches on 30 June, let's take a look at some of the most important Tax Deductions For Investors in Australia. The EOFY is when many investors assess their finances and maximise available tax benefits. While common deductions, such as mortgage interest on investment properties and depreciation, and brokerage…

ByUjjwal MaheshwariJune 13, 2025

Here’s what you need to know about partly-paid shares and whether or not you should buy

Yesterday, we looked at preferred shares and now we're going to look at partly-paid shares. Like preferred shares, these are different to 'ordinary shares' and they come with their own set of advantages and disadvantages for investors to consider. Recap of ordinary and preferred shares Before we look at partly-paid shares, we think it's necessary to…

ByNick SundichJune 13, 2025

So you just inherited shares? Here’s what you need to consider

So you just inherited shares? Lucky you. Or maybe not so lucky. The Great Wealth Transfer is on - $3.5tn in assets will be transferred in Australia by 2050. And a big proportion of this will be shares, given our superannuation system. Whether you have inherited shares just recently, or you might be about to, or…

ByNick SundichJune 13, 2025

Preferred stock: Here’s everything you need to know and should you buy?

If you're ever feeling worried about a company going belly up, you might be able to sleep a little easier at night if you hold preferred stock. It is common for investors to see all their investment evaporate when this happens - just ask former Virgin Australia investors. But if you hold preferred stock, you…

ByNick SundichJune 12, 2025

The 10 Best Stock Research Websites in 2025

For retail investors, conducting thorough stock research is a vital part of their investment journey. We think stock research can be best defined by the advice of Peter Lynch that investors should,' Know what you own and why you own it'. By analysing financial reports, market trends, and the company's strategic outlook, investors can assess the…

ByUjjwal MaheshwariJune 10, 2025

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Education

R&D: Which companies spend the most on it and how do they set their budgets right?

Here are 5 ASX stocks vulnerable to AI: Should you sell them?

Sovereign Wealth Funds: How do they work and how does Australia’s stack up?

When investors are in a risk off mindset: Here are the 5 moves they usually make and why

Here’s how the Great Wealth Transfer will impact financial markets

Here Are 3 Important Tax Deductions For Investors You May Be Missing Out On!

Here’s what you need to know about partly-paid shares and whether or not you should buy

So you just inherited shares? Here’s what you need to consider

Preferred stock: Here’s everything you need to know and should you buy?

The 10 Best Stock Research Websites in 2025

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