Stock Insight

Changing the Game: AI Innovations in Media on the ASX

Changing the Game: AI Innovations in Media on the ASX

Aug 1, 2024Reporting Season, Stock Insight, Technology

Artificial intelligence (AI) is fundamentally reshaping traditional industries, driving unprecedented change across multiple sectors. From healthcare and finance to manufacturing and media, AI's transformative impact is both disruptive and empowering. Legacy...

Rising Revenues and Record Orders in ASX Healthcare Microcap

Rising Revenues and Record Orders in ASX Healthcare Microcap

Jul 25, 2024Healthcare, Stock Insight

Healthcare companies are often seen as defensive investments during volatile times due to the non-discretionary nature of the majority of the industry's spend. Beyond this inherent defensiveness, the sector also offers pockets of growth, particularly for companies...

Tesla’s Q2 Results: Bumps on the Road to Disruption

Tesla’s Q2 Results: Bumps on the Road to Disruption

Jul 25, 2024Stock Insight, Technology

Tesla is a mega cap company with a long-term vision to change the world through its innovative technologies. Known for its game changing electric vehicles and advanced software, led by the enigmatic Elon Musk, the company’s story is as much about its technological...

Why Supermicro “could” be a top pick?

Why Supermicro “could” be a top pick?

Jul 18, 2024Stock Insight

The arrival of artificial intelligence (AI) into the mainstream has taken the investing world by storm. AI demands vast amounts of data and immense computing power to perform complex tasks. This has led to a rapid escalation of AI-related stocks, with Nvidia (NASDAQ:...

Stock Insights – Three of the best

Stock Insights – Three of the best

Jul 18, 2024Stock Insight

With June 30 now in the rear vision window, we suspect your attention has turned to digging up old receipts and preparing your tax returns. For the global fund, the date represents an important milestone to review our performance for the financial year; what went...

Is There New Life In This ASX Technology Company?

Is There New Life In This ASX Technology Company?

Jul 11, 2024Stock Insight, Technology

The COVID-19 era witnessed unprecedented growth in technology stocks, fueled by government stimulus packages and historically low interest rates. This perfect storm of economic conditions created a fertile ground for a risk off attitude with tech companies a...

Rebounding Electric Vehicle Share Prices: Tesla and Rivian

Rebounding Electric Vehicle Share Prices: Tesla and Rivian

Jul 4, 2024Stock Insight

Throughout market history, stocks, sectors, and thematic investments have experienced a swinging pendulum of sentiment, oscillating between overly pessimistic and overly optimistic extremes. As we’ve noted many times, successful investing requires second-level...

Is this Oversold Company A Potential Takeover Target?

Is this Oversold Company A Potential Takeover Target?

Jul 4, 2024Stock Insight

The recent price decline in this company has pushed its valuation to levels that we feel not only represent an attractive entry point for long-term investors but also potentially position it as an appealing takeover target. Market inefficiencies often create these...

Will the Market Close the Gap on this Small Cap’s Valuation?

Will the Market Close the Gap on this Small Cap’s Valuation?

Jun 27, 2024Stock Insight

Often the market will present an opportunity where a high quality company’s true value isn’t reflected in its share price. "In the short run, the market is a voting machine, but in the long run it is a weighing machine". A famous quote from Benjamin Graham. The quote...

Tax Loss Selling: Uncovering Hidden Gems for Patient Investors

Tax Loss Selling: Uncovering Hidden Gems for Patient Investors

Jun 24, 2024Market Insight, Stock Insight

While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from...

Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy

Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy

Jun 13, 2024Stock Insight

As artificial intelligence (AI) hype continues to grip the investing world, an age old strategy could provide an excellent investment opportunity – the "picks and shovels" play. ​ Drawing inspiration from the California Gold Rush, where the true winners were the...

Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag

Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag

Jun 12, 2024Consumer Staples, Stock Insight

One of the most highly anticipated initial public offerings (IPOs) is set to hit the ASX with fast-growing Mexican quick service restaurant (QSR) chain Guzman Y Gomez set to list on the 20th of June. IPOs on the ASX have had a mixed track record, with some companies...

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