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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This Month in Venture Capital
The venture capital market has entered a different phase. Capital has returned, but the easy money environment that defined previous…
How a Reverse DCF Works: A Guide to Implied Valuation
A Reverse Discounted Cash Flow (Reverse DCF) analysis is one of the most insightful valuation techniques because it approaches the…
Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement
A Historic Capital Raise in the AI Infrastructure Race On June 2, Alphabet unveiled one of the largest capital-raising initiatives…
Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks
Our call AVOID THE DIP Price (22 Jun 2026) A$2.01 Consensus target ~A$2.59 Our base case A$1.85 (~8% below) Coverage…
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