Opinion & Commentary
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…
DroneShield’s Rocky Week: Insider Selling and Contract Clarity Roil Shares Despite Strong Growth Outlook
DroneShield (ASX: DRO) has had a bruising week as a sharp share price decline, heavy insider selling, and confusion around…
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…
Small Cap Rotation Accelerates: Why Ausbil Is Shutting to New Money
Ausbil's Australian Small-Cap Fund is closing to new money as it nears its self-imposed capacity (about $700m). The team cites…
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Monthly Investor Memo
September 2025