Deep-Dive Analysis
Aston Martin: A Turnaround Running on Borrowed Time
For investors, Aston Martin is becoming a classic example of the difference between a better business and a safer stock. The operating story has improved.…
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Further Analysis & Commentary
Xero CEO Pay Revolt: Why 70% of Shareholders Rejected the Remuneration Report
Xero shareholders have delivered a major rebuke to the board, with 70.6% voting against the company’s remuneration report at its…
The ASX Small Cap Takeover Revival, Why Private Equity Is Looking Down Market Again
For much of the past two years, Australia’s small cap market has traded as though corporate activity were an afterthought.…
IHVV ETF: The Hedge That Adds Risk Instead of Removing It
Two funds listed on the ASX own an identical portfolio. Over the twelve months to 31 July 2026 the IHVV…
Blackbird’s $1 Billion Raise Is a Test of Australia’s Venture Capital Maturity
Blackbird Ventures’ reported final close of more than $1 billion for its sixth fund is more than a fundraising milestone.…
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