Skip to content Skip to sidebar Skip to footer

Newsletter

Technology

Powerhouse (ASX:PVL) Why the Re-Rate May Only Be Getting Started

The NTA Story Is Becoming a Fee Growth Story Since our last coverage, Powerhouse shares have risen 21% to 14 cents. Our view was that the company was ripe for a re-rate. Net tangible assets (NTA) were sitting almost 1:1 with the market cap, while funds management and advisory were starting to add a more scalable…

ByCharlie YouldenMay 20, 2026

Should I buy Tesla shares from Australia? Only if you’re going to hold for 5-10 years

Should I buy Tesla shares from Australia? The world's largest and most famous electric vehicle maker may seem like a no-brainer for investors wanting a safe growth stock. After all, electric vehicle demand is only going to keep growing and there's a very long way to go. They are still a single digit percentage of used…

ByNick SundichMay 20, 2026

Green360 Technologies (ASX:GT3) Is Beginning to Unlock Its Full Potential!

Green360 Technologies (ASX:GT3) is not the same company it was three months ago. In our view, GT3 has crossed the line that separates theoretical promise from commercial reality, and it has done so with a speed that is unusual for a small‑cap industrials name. The company entered 2026 with validated products, a capital‑light production pathway…

ByNick SundichMay 19, 2026

How To Get Around the CGT Changes on ETFs? Its Hard, But This Could Be The Best Idea

It has been nearly a week that we've had time to digest the CGT Changes on ETFs. Yes, you read correct: after months of thought that any CGT changes could be only on real estate, it is being extended to all asset classes. There has been a lot of hysteria about the changes. We don't use…

ByNick SundichMay 19, 2026

Here Are 6 ASX Companies That Had Near-Death Experiences, But Surged Back with a Vengance!

The ASX generates an underappreciated class of investment opportunity: companies that the market has treated as effectively terminal, only for a combination of structural change, operational discipline and external catalysts to force a violent re-rating. Not all companies survive near-death experiences, and even fewer actually thrive as opposed to just staving off death as a shadow…

ByNick SundichMay 19, 2026

Life360 (ASX:360) green-lights US$225m buyback as the dilution argument finally gets answered

Life360 (ASX:360) has authorised a US$225m multi-year buyback aimed squarely at offsetting stock-based compensation dilution.

ByCharlie YouldenMay 18, 2026

Nanoveu (ASX:NVU) is buying Spinoff Robotics, investors are excited, and rightly so!

Nanoveu’s announcement today that it will acquire Spinoff Robotics saw shares rise over 20% this morning. Clearly investors think the acquisition marks a decisive shift in the company’s trajectory...and they're right. For several years, Nanoveu has been known primarily for its semiconductor work through EMASS, its visualisation technologies and its materials science portfolio. The acquisition of…

ByNick SundichMay 15, 2026

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…

ByNick SundichMay 15, 2026

Applied Materials (NDQ:AMAT): The Quiet Backbone of the AI Revolution

We write a lot about semiconductor stocks, but little about Applied Materials and we thought it was time for that to change. After all, Applied Materials is the world's largest supplier of the equipment used to manufacture semiconductors, and one of the most structurally well-positioned companies in the global AI supply chain. Its investment case rests…

ByNick SundichMay 15, 2026

Don’t mention the C word: Are semiconductor valuations ripe for a tumble?

Valuation vertigo and flashbacks to 2000 The Philadelphia Semiconductor Index, better known as the SOX, hit 12,000 points on 13 May 2026. Year-to-date, the index is up roughly 69%. The top ten performers in the Nasdaq have more than doubled year-to-date! SanDisk is up 558% in 2026 alone. Yours truly sat through that earlier episode, watching…

ByMarc KennisMay 14, 2026

the Kick-ass Multipurpose WordPress Theme

Technology

Powerhouse (ASX:PVL) Why the Re-Rate May Only Be Getting Started

Should I buy Tesla shares from Australia? Only if you’re going to hold for 5-10 years

Green360 Technologies (ASX:GT3) Is Beginning to Unlock Its Full Potential!

How To Get Around the CGT Changes on ETFs? Its Hard, But This Could Be The Best Idea

Here Are 6 ASX Companies That Had Near-Death Experiences, But Surged Back with a Vengance!

Life360 (ASX:360) green-lights US$225m buyback as the dilution argument finally gets answered

Nanoveu (ASX:NVU) is buying Spinoff Robotics, investors are excited, and rightly so!

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Applied Materials (NDQ:AMAT): The Quiet Backbone of the AI Revolution

Don’t mention the C word: Are semiconductor valuations ripe for a tumble?

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Technology

Stocks in Spotlight

Add Your Heading Text Here