Skip to content Skip to sidebar Skip to footer

Newsletter

Large Caps

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

Nufarm (ASX:NUF): Hit by lower commodity prices, adverse weather and Trump’s tariffs

Have some sympathy for Nufarm (ASX:NUF). Companies capped at over $1bn rarely plunge 30% after reporting results unless the results (or the outlook) were bad enough to warrant it, and this is just what happened earlier this week. Introduction to Nufarm (ASX:NUF) Nufarm is an agricultural chemical supplier and manufacturer - its most important is omega-3…

ByNick SundichMay 23, 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

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

6 ASX Stocks that have been undergoing founder transitions or seen departures of long-term leaders

Here at 6 ASX Stocks that have been undergoing founder transitions! Reece (ASX:REH) Strictly speaking, the Wilson family are not the founders, but Leslie Wilson has been on the board since 1958, but the family took control of the company in 1969 - purportedly on the same day as the moon landing. Leslie's…

ByUjjwal MaheshwariApril 22, 2025

BHP shares have the ASX’s highest valuation at $180BN – but are they worth it?

BHP shares are the ASX's second most valuable, with the company capped at over A$180bn. Only CBA (ASX:CBA) usurps it, at just under $260bn, but only three other companies are valued above $100bn (CSL, Westpac and NAB if you were wondering). Rio Tinto for comparison is not even capped at $50bn. Who is BHP and why…

ByNick SundichApril 15, 2025

Should you use your tax cut to invest in stocks? And how should you go about it?

Should you use your tax cut to invest in stocks? With another unexpected round of tax cuts starting from the middle of next year, unveiled in the federal budget earlier this week, this is a question facing many. This round isn't that large - only $536 a year and little over $10 a week by…

ByNick SundichMarch 27, 2025

James Hardie is buying Azek! Here’s what this A$14bn merger means

The biggest news on the ASX yesterday was that James Hardie is buying Azek for US$8.8bn/A$14bn. To say it is a peculiar move is an understatement, because it represents significant diversification and could even mark a change in direction. James Hardie (ASX:JHX) has a shameful past where it made building composite known as fibro-cement, which used…

ByNick SundichMarch 25, 2025

The Rio Tinto shareholder vote on its London listing is coming up! Here’s what you need to know

A Rio Tinto shareholder vote is coming on whether it should scrap its London listing and just be listed on the ASX. British investors will vote in early April and Australian investors a month later (on April 3 and May 1 respectively). How did this come about, and how should you vote? How we got to…

ByNick SundichMarch 20, 2025

Austal (ASX:ASB): Building war ships in Donald Trump’s America

Austal (ASX:ASB) is a good option for investors wanting a stock that'll be beneficiary of Trump's 'Made in America' ambitions, because Austal makes things in America. Plus it makes ships in and for Australia too. In the midst of a turbulent market, it has just raised $200m to fund its ambitions - a feat in and…

ByNick SundichMarch 14, 2025

the Kick-ass Multipurpose WordPress Theme

Large Caps

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

Nufarm (ASX:NUF): Hit by lower commodity prices, adverse weather and Trump’s tariffs

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

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

6 ASX Stocks that have been undergoing founder transitions or seen departures of long-term leaders

BHP shares have the ASX’s highest valuation at $180BN – but are they worth it?

Should you use your tax cut to invest in stocks? And how should you go about it?

James Hardie is buying Azek! Here’s what this A$14bn merger means

The Rio Tinto shareholder vote on its London listing is coming up! Here’s what you need to know

Austal (ASX:ASB): Building war ships in Donald Trump’s America

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Large Caps

Stocks in Spotlight

Add Your Heading Text Here