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…
Getting caught in investor hype is not the only trap investors can get caught into, but it is one of the biggest that retail investors can get into as well.
Look…
When will Canva list? This has been a hot question for several years now. Sometimes it has seen like it would only been a matter on months, at other times…
In this article, we're looking at ASX stocks facing competitive threats - not just standard market competition, but major threats from competitors. And by major threats, we mean these companies…
Software stocks have provided amongst the highest returns of any ASX sector. There have been plenty of success stories in the last decade, led by Xero (ASX:XRO), Pro Medicus (ASX:PME)…