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Industrials

The Virgin Australia IPO: Here’s how to buy shares and 4 reasons Blue Horseshoe doesn’t like it

The long awaited Virgin Australia IPO has been on and off ever since the airline was bought by Bain Capital, but is now a go. Last week, bids were made and the company purported to have raised $685m, giving it a capitalisation of over $2bn. A date for the listing has not been set, but…

ByNick SundichJune 10, 2025

How to stop the ASX decline? ASIC and investors have some radical ideas

Addressing the ASX decline is a question that has been considered for many months now. In 2023-24, more companies left the ASX in the past 2 years than any 2 year period since the 1990s recession - whether being brought out by private equity or a big industry player, delisting to a penny stock exchange…

ByNick SundichJune 6, 2025

Here’s why investors in health insurance stocks like Medibank and NIB should stay alert

Health insurance stocks are facing a big dilemma right now. On one hand patients don't want to pay more, but private hospitals want them to pay more. What's new about that, you might ask? Well, the collapse of Healthscope has bought this issue to the forefront, and something will have to give sooner or later. Of…

ByNick SundichJune 5, 2025

Reliance Worldwide (ASX:RWC): It couldn’t hold off 4-decade high inflation forever, but interest rate cuts are coming to the rescue!

Reliance Worldwide (ASX:RWC) is one of the companies with the most upside to interest rates. We have argued that it was a good stock to hold amidst record-high inflation. As a plumbing supplies company, it can easily pass costs on to customers because emergency plumbing works typically can't be put off. But macroeconomic difficulties led to…

ByNick SundichJune 4, 2025

Meet TopCo: A new company to be born from the $14bn merger of Brickworks and Soul Pattinson

Investors have just heard about TopCo, a company being born from $14bn merger of Brickworks (ASX:BKW) and Washington H. Soul Pattinson (ASX:SOL). For now the combined ASX company will be called TopCo but will eventually adopt the latter's name. A combination of the two seemed inevitable for many years, given their close affiliation - the former is…

ByNick SundichJune 2, 2025

Will Ozempic hurt healthcare stocks? Here are 5 reasons we don’t think so

Will Ozempic hurt healthcare stocks? Investors who've been selling healthcare stocks left right and centre - except Novo Nordisk of course, now the largest stock in Europe by market capitalisation - believe it will. But even though we hear these arguments loud and clear, we think these fears are overblown. Ozempic is a weight-loss drug that…

ByNick SundichMay 28, 2025

Why Ventia (ASX: VNT) has more than doubled since its late 2021 listing – second time lucky!

Ventia Services (ASX:VNT) listed on the ASX in November 2021 at $1.5bn and is now capitalised at $4bn. Since listing it has recorded persistent revenue and profit growth. There is very little to complain about from a financial perspective, and it may still be undervalued. However, things aren't completely perfect for it. Overview of Ventia…

ByNick SundichMay 27, 2025

This Time is Different: John Templeton said this phrase was costly in 1933, but here is when it may be true

'The investor who says, "This time is different," when in fact it’s virtually a repeat of an earlier situation, has uttered among the four most costly words in the annals of investing'. This quote was said by John Templeton’s in his work '16 rules for Investment Success'. Why Templeton thought 'This Time is Different' was…

ByNick SundichMay 21, 2025

How will stocks be impacted by tariffs? Here are 6 victims on the ASX and how they’re responding

How will stocks be impacted by tariffs? Its a long story, but few stocks can say that there'll be no impact. Even companies which could arguably be beneficiaries (like ship builder Austal (ASX:ASB)) are benefiting because of the tariffs. Stocks that do business in the USA could be impacted, particularly if they manufacture and ship goods…

ByNick SundichMay 12, 2025

Warren Buffett is retiring, will hand the top job at Berkshire to Greg Abel by the end of 2025. Here’s what you need to know

After many decades at the helm of Berkshire Hathaway, Warren Buffett is retiring. After founding his empire in 1965, he built it into a US$1tn+ empire owning many of America's best companies and profiting off them. But of course, all good things must come to an end - at least a tenure led by the…

ByNick SundichMay 5, 2025

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Industrials

The Virgin Australia IPO: Here’s how to buy shares and 4 reasons Blue Horseshoe doesn’t like it

How to stop the ASX decline? ASIC and investors have some radical ideas

Here’s why investors in health insurance stocks like Medibank and NIB should stay alert

Reliance Worldwide (ASX:RWC): It couldn’t hold off 4-decade high inflation forever, but interest rate cuts are coming to the rescue!

Meet TopCo: A new company to be born from the $14bn merger of Brickworks and Soul Pattinson

Will Ozempic hurt healthcare stocks? Here are 5 reasons we don’t think so

Why Ventia (ASX: VNT) has more than doubled since its late 2021 listing – second time lucky!

This Time is Different: John Templeton said this phrase was costly in 1933, but here is when it may be true

How will stocks be impacted by tariffs? Here are 6 victims on the ASX and how they’re responding

Warren Buffett is retiring, will hand the top job at Berkshire to Greg Abel by the end of 2025. Here’s what you need to know

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Industrials

Stocks in Spotlight

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