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Newsletter

Feb 2026

Technology

Objective Corporation (ASX:OCL) is a superb ASX 200 tech stock

Objective Corporation (ASX:OCL) is one of a kind. There are few companies with a 2-decade listed life without raising a cent of capital and even fewer that have been 65%-founder owned…

ByNick Sundich

Oct 2025

Tech Stocks Technology

Nuix (ASX:NXL) has fallen 50% in 12 months! But shares may have taken a turn for the better in recent weeks

After closing 2024 with a share price that had more than tripled in 12 months, Nuix (ASX:NXL) has halved so far in 2025...but things might have taken a turn for…

ByNick Sundich

Oct 2025

Uncategorized

How OpenAI & the AI economy could collapse.

“The Mag 7 & OpenAI are artificially raising their valuations, causing an illusion effect for investors." The recent rally in the “Magnificent Seven” has raised concerns that some of their…

ByCharlie Youlden

Sep 2025

Tech Stocks Technology Uncategorized

Oracle Lands Record US$300 Billion Cloud Deal With OpenAI

Oracle Surges on $300 Billion OpenAI Deal Oracle (NYSE: ORCL) just shocked the market after its shares jumped 45 percent in a single day, adding US$100 billion to Larry Ellison's…

ByCharlie Youlden

May 2024

Technology

Web 3.0: What is it and is it a great investment opportunity?

In this article, we look at Web 3.0. What is it, which companies are involved in it and could companies in this space be good investments? What is Web 3.0? And how…

ByNick Sundich

Oct 2023

Tech Stocks

What is the Rule of 40 and why do SaaS stocks use it as a critical yardstick?

In this article, we look at The Rule of 40, which is a principle that is highly regarded in the world of SaaS (Software as a Service) investing. It is a…

ByNick Sundich

Mar 2023

Financials Tech Stocks Technology

Fintechs are a US$194bn industry: What are they, are they good and why are there so many of them?

Fintechs (short for financial technology) are technology companies that are servicing the financial sector. Fintechs enable organizations in this industry to create innovative products and services that improve customer experiences, increase…

ByNick Sundich