Sector-Specific Recommendations
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
Pilbara Minerals (ASX: PLS): Rebuilding Through the Downcycle
Company Snapshot Pilbara Minerals is Australia's largest independent hard-rock lithium producer, operating the Pilgangoora Project in WA and now expanding…
Alcoa Corporation (ASX: AAI): Equity Analysis
Company Snapshot Alcoa (AAI) mines bauxite, refines alumina, and smelts primary aluminium. Earnings swing with alumina and aluminium prices, and…
CSL Limited (ASX: CSL): Investment Analysis
Stock Summary Business Overview - ASX: CSL ASX:CSL Business Model CSL operates a diversified biopharmaceutical model anchored by the three…
Myer Holdings (ASX: MYR): Post-Acquisition Struggles and Operational Challenges
Stock Summary: Rationale & Analysis: Myer Holdings has encountered significant financial setbacks in FY2025, transitioning from a profit of A$43.5…
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Monthly Investor Memo
September 2025