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The saga continues: 4 WiseTech directors quit en masse due to disagreements with Richard White

4 WiseTech directors quit en masse this morning, and that was just the start of the bad news facing the company this morning just 2 days before it is due to release its annual results. A recap of the WiseTech saga Before we outline what happened today, let's bring investors up to speed to help newcomers…

ByNick SundichFebruary 24, 2025

Teaminvest Private (ASX:TIP): The ASX’s most unique investment company!

Teaminvest Private (ASX:TIP) may not be as prominent an investment company as Magellan or Wilson, but perhaps it has not been getting the attention it deserves. Originating roughly 2 decades ago as an informal club of business owners for investment education and stock-picking purposes, it has evolved into a company with $1.6bn in funds in its…

ByNick SundichFebruary 13, 2025

Nick Scali (ASX:NCK): Its had a stellar 5 year run, but is it coming to an end?

Nick Scali (ASX:NCK) is the second company we've written about this week that is trying to expand into the UK. Nick Scali has doubled in the last 5 years, and a big part of this growth can be attributed to the furniture boom during the pandemic. Its sales have doubled from ~$250m to ~$500m in that…

ByNick SundichFebruary 12, 2025

How much longer will Star Entertainment stay afloat? How big of a reprieve will the $60m fire sale of its events centre be?

How much longer will Star Entertainment stay afloat? By now it seems a fait accompli that Star Entertainment (ASX:SGR) will collapse - it is question of when and not if. It had a cash balance of $79m as at the close of CY24, is burning through $50m every month, its debtors have had a gutful…

ByNick SundichJanuary 31, 2025

DGL Group (ASX:DGL): Will 2025 be better for DGL and its investors?

Poor DGL Group (ASX:DGL). It was a company that ran hard for several months in 2021, but has substantially retreated as inflation has eroded its margins. Is there hope for investors in this company? DGL Group DGL (ASX:DGL) is an end-to-end chemicals business operating across Australia and New Zealand. The company operates through three segments:…

ByNick SundichJanuary 30, 2025

Here’s how Qantas Frequent Flyer makes money for the company

How Qantas Frequent Flyer makes money is a key question any investors looking at or invested in Qantas should ask. During the pandemic, it played a major role in keeping the airline afloat as revenues from points kept coming in. Consider that in FY20 during pandemic shutdowns, Qantas Loyalty made a $341m profit (down just…

ByNick SundichJanuary 28, 2025

Vulcan Steel (ASX: VSL): Is It a High-Growth Opportunity or a Value Trap?

Vulcan Steel (ASX: VSL) has started to attract market attention because of its high growth profile, while some investors are sceptical whether it is a growth play or just a value play. We think Vulcan has a good outlook for growth within the steel industry due to its good market positioning and acquisitions. Still, considering the…

ByUjjwal MaheshwariJanuary 18, 2025

3 emerging markets for stock investors to consider, and 3 to avoid!

Let's take a look at Emerging markets for stock investors in Australia to consider. Australians looking to offshore markets may consider the US and New Zealand first, with perhaps Western Europe thereafter. However, if investors expand their horizons to emerging markets, there's plenty of additional opportunity. Investors can buy these companies directly or can invest in…

ByNick SundichJanuary 6, 2025

Here are our 6 Best ASX Stocks for 2025 and why you should give them a look!

Here are our 6 Best ASX Stocks for 2025! Opthea (ASX:OPT) Its been a long wait, but 2025 will finally be the year Opthea (ASX:OPT) investors receive Phase 3 results. Opthea is an optometry biotech developing Sozinibercept - a drug fighting wet AMD. Wet AMD is the leading cause of blindness, impacting 3.5m people annually…

ByNick SundichDecember 27, 2024

Australian mortgage brokers write 75% of loans – here’s why that’s important to bank investors

Think of Australian mortgage brokers and the famous Aussie ads that concluded with John Symond's catchphrase, 'At Aussie, we'll save you!' Indeed they can save borrowers, because they (theoretically) shop around for the best deal for their customers. Everyone will name low interest rates as what they want, but it is also about other benefits offered…

ByNick SundichDecember 10, 2024