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…
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…
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…
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…
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)…