By Focus
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
Chronosphere’s $5B Sale Shows Palo Alto’s Push to Own the Future of Cloud Security
Palo Alto Networks' acquisition of Chronosphere for more than $5 billion is not just another headline-grabbing software deal, it's a…
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…
DroneShield’s Rise and Collapse Exposes the Fragility of Defence-Tech Hype
DroneShield's trajectory this year has been as dramatic as it has been instructive. The company surged into the ASX 200,…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
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Monthly Investor Memo
September 2025