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. Liquidity has remained thin, valuation…
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Further Analysis & Commentary
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…
Genius Sports Completes £1.2bn Acquisition of Legend
Company Summary: Genius Sports Genius Sports is a leading global provider of sports data, technology, and media rights, delivering real-time…
Is Amazon an Undervalued Stock at its Current Market Cap of $2.9 Trillion?
Amazon at $270: A Great Opportunity from a numbers perspective Amazon trading at a forward P/E in the mid-20s is…
ASX Weekly Market Wrap
Rotation holds, conviction still forming Australian markets delivered a mixed but quietly resilient week, with the S&P/ASX 200 recovering from…

Monthly Investor Memo
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