Newsletter

Telecommunications Stocks

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

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…

ByNick SundichApril 1, 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 Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…

ByNick SundichMarch 25, 2026

Aussie Broadband (ASX:ABB): A likeable telco that can reach for the skies again

Aussie Broadband (ASX:ABB) is a good illustration of a Telco stock you can like (as opposed to Telstra). Since listing on the ASX in 2020 at a market cap of under $200m, it has substantially grown its customer base, revenues and, consequently , its valuation which was $1.5bn as of…

ByNick SundichJanuary 12, 2026

Stocks Down Under’s Top 10 Hottest ASX Stocks to Look At in 2026!

Today, on the first trading day of 2026, Stocks Down Under publishes its its 10 Hottest ASX Stocks to Look At in the year ahead! What are the Best ASX Stocks to invest in right now? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] Stocks Down Under's Top 10 Hottest ASX Stocks to Look At in 2026! Note: These…

ByNick SundichJanuary 2, 2026

Our 5 ASX Predictions for 2026!

This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…

ByNick SundichDecember 24, 2025

Here are 6 stocks that got promoted in the ASX quarterly rebalance, and 6 that got demoted

On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…

ByNick SundichDecember 9, 2025

Here are 5 stocks with significant exposure to crypto! Are you better off investing in them instead of trading currencies yourself?

Stocks with significant exposure to crypto might be worth considering if you want exposure to cryptocurrencies, but without the troubles that come with investing in the raw currency, such as volatility and the question of storage. Stocks Down Under recaps 5 companies with exposure to crypto and then discusses whether the better choice for investors is…

ByNick SundichDecember 1, 2025

Broadcom (NDQ:AVGO): Meet the US$1.75tn chip maker that’s displaced Tesla from the Magnificent Seven

Broadcom (NDQ:AVGO) is probably the most under appreciated of the (currently) 12 stocks that are capped at over US$1tn. And it is one of only two in the semiconductor space, with the other being TSMC. Obviously, this company (headquartered at the Stanford Research Park in Silicon Valley) is one to know about. Especially as it has…

ByNick SundichNovember 5, 2025

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Telecommunications Stocks

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

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

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

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

Aussie Broadband (ASX:ABB): A likeable telco that can reach for the skies again

Stocks Down Under’s Top 10 Hottest ASX Stocks to Look At in 2026!

Our 5 ASX Predictions for 2026!

Here are 6 stocks that got promoted in the ASX quarterly rebalance, and 6 that got demoted

Here are 5 stocks with significant exposure to crypto! Are you better off investing in them instead of trading currencies yourself?

Broadcom (NDQ:AVGO): Meet the US$1.75tn chip maker that’s displaced Tesla from the Magnificent Seven

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Telecommunications Stocks

Stocks in Spotlight

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