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Late Payments and SME Cashflow Stress in Australia
Late Payments Starve SMEs of Vital Working Capital Australian small and medium businesses are now facing their toughest cashflow pressure since 2021. Late payments from…
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Further Analysis & Commentary
Warren Buffett Google Investment Why Berkshire Backed Alphabet in 2025
A Landmark Move by One of the World’s Most Disciplined Investors The Warren Buffett Google investment has become one of…
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
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…
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Monthly Investor Memo
September 2025