The Saaspocolypse that has endured throughout the first half of 2026 has been a reminder that even the strongest structural themes can suffer violent drawdowns. Software stocks entered the year…
Everyone is looking for the next wave of ASX breakouts because they happen in every market cycle. Investors still look back at those stories as proof that the ASX can…
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…
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…
Many investors may prefer stock market sectors with high margins over those with low margins. Profit margins are one of the simplest signals investors reach for when assessing business quality,…
Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of this kind would do: frame it as a win win…
Why Are Tech and SaaS Stocks Selling Off Right Now?
You have probably felt the brute force of this sell-off first-hand. Many portfolios have taken a hit, and it is…
The SaaS Reset Creates a New Entry Debate for Xero Shares
Across the Australian tech complex, we have seen a clear de rating cycle in many premium SaaS and infrastructure…
You might have heard the saying that it is better to own companies selling 'picks and shovels' rather than companies mining for them. This article addresses this argument, which is…
With this new year comes a new ACCC merger control regime. Now that it is formally in place, investors who don't yet know about the regime should. So to those…