Market Overview
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
Three Hidden Stocks of AI Where The Real Money Could Flow
1. Datadog (Ticker: DDOG) — The Cloud Monitoring Powerhouse A. Business Overview Datadog is a leading cloud-native observability and analytics…
This Month in Venture Capital
The venture capital market has entered a different phase. Capital has returned, but the easy money environment that defined previous…
Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement
A Historic Capital Raise in the AI Infrastructure Race On June 2, Alphabet unveiled one of the largest capital-raising initiatives…
Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks
Our call AVOID THE DIP Price (22 Jun 2026) A$2.01 Consensus target ~A$2.59 Our base case A$1.85 (~8% below) Coverage…
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Monthly Investor Memo
Delivered Monthly - 2026