Complimentary
Investment Analysis: Goodman Group (ASX: GMG)
Company Overview Goodman Group is a global owner, developer and manager of industrial logistics assets and data centres. They focus on major gateway cities that…
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Further Analysis & Commentary
Where Active Still Wins: Why Small-Cap Managers Are Beating The ETFs
Active Isn't Dead, Its Just Smaller While passive investing has swept global markets with its promise of low fees and…
Australia’s Clean Energy Boom Faces a Critical Grid Reality Check
Australia clean energy investment is hitting record highs, yet the nation’s electricity grid is struggling to keep pace. With more…
ASX Edges Lower Again as CBA Drags; Gold and Lithium Shine
The ASX 200 slipped 0.2% to 8,818 as a sharp sell-off in Commonwealth Bank (-6.6%) overwhelmed strength across nine of…
Energy Storage Lithium Upcycle: What PLS’s Short Unwind Signals
Pilbara Minerals' CEO says hedge-fund shorts are unwinding in PLS after a sharp rebound in lithium prices. The immediate catalyst:…
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Monthly Investor Memo
September 2025