ASX Stocks in Focus: The Second Number in Each Update
Myer beat on sales and gave up margin. Electro Optic Systems upgraded twice in six weeks. Stanmore's refinancing beats its production beat. Dexus is still…
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Further Analysis & Commentary
A Case Against California’s Wealth Tax
California is considering one of the most ambitious tax proposals in American history: a wealth tax, a one-time 5% tax…
Anthropic’s IPO Filing Signals A New Chapter For The AI Trade
Anthropic's confidential IPO filing may prove to be one of the most important moments in the current AI cycle, not…
Why BHP Might be Overvalued at Its Current Price?
BHP’s performance is closely tied to global commodity cycles, especially iron ore, copper, and coal. Over the past year, iron…
Autodesk’s $3.6 Billion Acquisition of MaintainX: A Strategic Leap Into Operational Technology
Autodesk’s Largest Deal Yet Autodesk has entered into a definitive agreement to acquire MaintainX in an all-cash transaction valued at…
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