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International Stocks

Dalrymple Bay Infrastructure (ASX:DBI): Reaping In Revenue From The Largest Coking Coal Export Terminal

Dalrymple Bay Infrastructure (ASX:DBI) is often misunderstood. It is not a coal company and it does not behave like one. It is a regulated, inflation‑linked toll road for coal exports, collecting fees whether or not a tonne moves across the wharf. In a year defined by geopolitical shocks and volatile commodity markets, that distinction has…

ByNick Sundich3 days ago

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…

ByNick SundichApril 10, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

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…

ByNick SundichApril 2, 2026

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

The relationship between a public company and equity analysts covering it, in theory, one of productive scrutiny. In practice, it often looks far more adversarial. Companies control access to information, management time and investor relations resources, and when an analyst says something they don't like, the gloves come off. They get cut from briefings, frozen…

ByNick SundichApril 2, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

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…

ByNick SundichMarch 31, 2026

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

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,…

ByNick SundichMarch 30, 2026

Freightways (ASX:FRW): You probably haven’t heard of this $2bn Kiwi company in the ASX 200, but here’s why it could be worth a look

Every time a parcel travels across the Tasman or a courier van pulls up outside an Auckland office, there is a reasonable chance Freightways (ASX:FRW) is behind it. Yet for many retail investors, particularly those in Australia, this company sits in the category of companies they may passively benefit from without ever consciously choosing to…

ByNick SundichMarch 30, 2026

A SpaceX IPO could be the biggest IPO ever! Will this endeavour of Elon Musk’s be successful?

A SpaceX IPO looks like it is on. It is not the first venture of Elon Musk's to list, but this one could be the largest ever IPO in terms of capital raised and the value of the company, it would be over US$1tn barring a highly unlikely cut in the most recent private valuation!…

ByNick SundichMarch 27, 2026

Synlait (ASX:SM1): You Can’t Fault Management’s Honesty, But Can You Have Hope?

There is a particular kind of corporate announcement that arrives not with spin, but with a kind of exhausted candour, and we saw just this when Synlait issued its 1H26 result yesterday. "We are not going to attempt to dress things up," wrote Chair George Adams and CEO Richard Wyeth in their joint letter to shareholders…

ByNick SundichMarch 24, 2026

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International Stocks

Dalrymple Bay Infrastructure (ASX:DBI): Reaping In Revenue From The Largest Coking Coal Export Terminal

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

Freightways (ASX:FRW): You probably haven’t heard of this $2bn Kiwi company in the ASX 200, but here’s why it could be worth a look

A SpaceX IPO could be the biggest IPO ever! Will this endeavour of Elon Musk’s be successful?

Synlait (ASX:SM1): You Can’t Fault Management’s Honesty, But Can You Have Hope?

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