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…
Growth Stocks
It is a good time to be in an ASX Fertiliser Stock, if ever there was one. The global fertiliser industry is facing its most severe supply crisis in a generation, and the companies best positioned outside the danger zones could emerge as the biggest winners. Two seismic events have collided to reshape the market:…
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,…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
The ASX's Good Fame and Character Test is not new. But the possible listing of Oliver Curtis' Firmus meant investors are paying more attention than they otherwise would.
You see, the Australian Securities Exchange does not let just anyone run a listed company. Before an entity joins its official list, the ASX requires that every director,…
While Australians go to Bunnings or Mitre 10 for DIY home improvement projects, Americans are most likely to go to Home Depot (NYSE:HD), which makes 70% more revenue than Lowe's.
Home Depot is the company that made Bernie Marcus and Arthur Blank, the latter being owner of the Atlanta Falcons, rich and it has indirectly made…
Some investors may think Compumedics (ASX:CMP) is highly undervalued. It trades at $75m, a level that many clinical-stage medtech or biotech stocks are trading well above...but Compumedics is a commercial-stage company expecting nearly that amount of sales for an entire year.
What's the story here?
What are the Best ASX stocks to invest in right now?
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A tie up between GYG and Uber Eats may not have been the most market-moving news this morning, but we think it was the most important news so far as giving broader lessons to investors is concerned. Yes, every now and again there is market news that has a lesson for all investors and this…
In July 2024, Suncorp (ASX:SUN) ceased to be in retail banking following the sale of this division to ANZ. This came after a 2 year battle to get the deal through.
Now the company is a pure-play insurer, it must be looked at with a different lens. It'd never stack up to the Big 4, but…
The Tesla v BYD shares battle is looking pretty one-sided right now and it has been that way for several months. But only this week did Tesla officially lose its crown as largest EV maker. And this is not just because it was overtaken (although primarily it can be attributed to BYD's growth), but also…
