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...
Stock Insight
Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy
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
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...
A Rare Turnaround in Sports Technology
Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product deviations, and management...
Lendlease’s Costly Global Ventures Highlight the Perils of Di-worse-ification
The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including underestimating local market...
Two ASX Small Caps Reporting Strong Performance, Poised for Future Growth and Innovation
While March results and the subsequent reporting in April/May are quite subdued compared to the chaos of earlier months, we are still subject to a number of high quality companies reporting their earnings. Last week, two of the TAMIM holdings reported impressive...
BYD’s Relentless Rise Threatens Tesla’s EV Dominance
China's journey in vehicle production is a tale of rapid transformation and global ambition. From its early days of manufacturing basic, low-cost cars, China has grown into a powerhouse of innovation, particularly with the rise of electric vehicles (EVs). Central to...
Autonomous Innovations Flying Under the Radar with Huge Potential
New technologies like AI and generative AI are at an inflection point, infiltrating our daily lives from work to play. Tools like ChatGPT have become household names, with each iteration bringing astonishing improvements. However, flying more under the radar is the...
Budget Beneficiaries: The ASX Winners from the 2024-2025 Budget
Last week's 2024-2025 Federal Budget marked the Labor government's second surplus since taking power in 2022. The $9.3 billion surplus underscores Australia's economic resilience, with the country held up by the mining sector and selling houses to each other....
Navigating Takeovers: Lessons from Recent M&A Activity
Headlines in local financial news have recently featured stories of takeovers, mergers, and acquisitions. The beginning of this decade, marked by a significant downturn, has led to an economic cycle ripe with such activities. This bustling environment presents rich...
Why This Building Services Company’s Stock Doubled In 12 Months
Technology advancements, particularly in artificial intelligence (AI), have been pivotal in driving market dynamics recently, with notable companies like Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META), and Alphabet (NASDAQ: GOOG) experiencing significant stock price...
When Boring Is Beautiful on the ASX
While flashy industries and businesses often capture the imagination of investors, it's the understated, "boring" businesses that often form the backbone of solid portfolios. These companies may not make headlines, but their stable, predictable revenue streams and...