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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
Short Sellers Tighten Their Hold on the ASX: What the Data Reveals About Market Risk
Short sellers are tightening their grip on the ASX as the year winds down, and our ASX short interest analysis…
Bailador Technology Investments (ASX: BTI): Delivering Growth and Income Through Tech Expansion
Company Overview Bailador Technology Investments (ASX: BTI) is an ASX-listed expansion-stage technology fund focused on high-growth sectors including SaaS, digital…
ASX IPOs 2025: From Rebound to Refinement
The Australian Securities Exchange (ASX) IPO landscape in 2025 marks a decisive transition, from recovery to refinement. After several years…
Infratil (IFT): Dissecting Australia’s Newest Infrastructure Investment Platform
Business Overview Infratil Limited is a New Zealand–based global infrastructure investment company with a diversified portfolio spanning digital infrastructure, renewable…
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Monthly Investor Memo
September 2025