Newsletter

Financials

QBE Insurance (ASX:QBE) Falls 1.5% Despite 11% Q1 Premium Growth: What Worried the Market

QBE Insurance Shares Slip Despite Strong Q1 Premium Growth QBE Insurance (ASX:QBE) gave a quarterly update on Friday that looked good on paper. Total premium income grew 11% year-on-year to US$9.2bn, full-year guidance was reaffirmed, disaster claims remained within budget, and exposure to the Middle East conflict was small at around US$60m. The market still…

ByUjjwal MaheshwariMay 11, 2026

HMC Capital (ASX:HMC) $15m cost reset and $4b growth pipeline refocus story

HMC Capital (ASX:HMC) reaffirmed FY26 guidance while simplifying its platform around recurring earnings and high ROE growth.

ByCharlie YouldenMay 6, 2026

Magellan Financial Group (ASX:MFG) Falls 6.87% After Handing A$5.3bn Flagship Funds to Vinva and Slashing Fees

Magellan Shares Fall After Fee Cut and Vinva Deal Magellan Financial Group (ASX:MFG) fell 6.87% to A$9.63 on Tuesday after announcing it will hand its two flagship global equities funds to Vinva Investment Management and slash management fees by more than a third. On paper, this looks like a sensible restructure. Clients pay lower fees,…

ByUjjwal MaheshwariMay 6, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026

American Express (NYSE:AXP): A Premium Model in a Changing World – Is It Worth a Look?

American Express (NYSE:AXP) remains one of the most structurally differentiated businesses in global payments. Its premium cardholder base, closed‑loop network, and multi‑layered revenue model continue to give it an economic profile that Visa and Mastercard simply do not share. Berkshire Hathaway's long-standing conviction in the stock is well known, and the company’s recent performance suggests…

ByNick SundichApril 28, 2026

Challenger (ASX:CGF) Slips Despite 19% Jump in Life Sales as Iran War Hits FUM

Challenger Life Sales Jump Despite FUM Hit Challenger (ASX:CGF) shares closed 3.1% lower at A$8.13 on Tuesday after a Q3 update that pulled investors in two directions. The good news was big: life sales jumped 19%, driven by strong demand for retirement income products. The bad news was also big: funds under management fell A$11.7…

ByUjjwal MaheshwariApril 22, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…

ByNick SundichApril 21, 2026

Its Deja Vu For Big Four Bank Investors As The Mortgage Wars Recommence With a Vengence!

Big Four Bank Investors may think they've seen the 'Mortgage Wars' all before and they're no big deal. After all: Aren't the banks always competing hard for borrowers whatever interest rates do? Yes, but the mortgage wars of 2022-23 were not called 'wars' for no reason. ANZ's resurrection of cashback retention payments, Westpac's latest fixed-rate…

ByNick SundichApril 21, 2026

Zip Co (ASX:ZIP) upgrades FY26 EBTDA guidance to A$260m on record quarterly profit

Zip Co's Record Profit Drives FY26 Guidance Upgrade Zip Co (ASX:ZIP) shares jumped as much as 24% on Friday before closing 13.66% higher at A$2.33. The move came after the buy now, pay later (BNPL) company delivered a record third quarter and raised its full-year profit outlook. Management now expects FY26 group cash EBTDA of…

ByUjjwal MaheshwariApril 18, 2026

These 8 ASX Growth Stocks Have High P/Es

If you're looking at ASX Growth Stocks with high P/Es you have two choices. First, you could write certain companies off just because of high multiples, only to lose out when such companies continue to grow. Alternatively, you could jump in and risk the company falling and be left red faced - 'If only I'd…

ByNick SundichApril 17, 2026

the Kick-ass Multipurpose WordPress Theme

Financials

QBE Insurance (ASX:QBE) Falls 1.5% Despite 11% Q1 Premium Growth: What Worried the Market

HMC Capital (ASX:HMC) $15m cost reset and $4b growth pipeline refocus story

Magellan Financial Group (ASX:MFG) Falls 6.87% After Handing A$5.3bn Flagship Funds to Vinva and Slashing Fees

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

American Express (NYSE:AXP): A Premium Model in a Changing World – Is It Worth a Look?

Challenger (ASX:CGF) Slips Despite 19% Jump in Life Sales as Iran War Hits FUM

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Its Deja Vu For Big Four Bank Investors As The Mortgage Wars Recommence With a Vengence!

Zip Co (ASX:ZIP) upgrades FY26 EBTDA guidance to A$260m on record quarterly profit

These 8 ASX Growth Stocks Have High P/Es

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Financials

Stocks in Spotlight

Add Your Heading Text Here