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Reformation IPO: $1 Billion Test
Fashion has never been short of companies capable of capturing attention. Turning that attention into a durable public company has proven considerably harder. Reformation became…
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Further Analysis & Commentary
When the Tax Bill Outlives the Wealth: The Hidden Risk of RSUs for Oracle India Employees
A falling share price is painful for any investor. For employees paid with Restricted Stock Units (RSUs), the consequences can…
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…
Web Travel Group Shares Jumped 12% on the Wrong Number
Rating ACCUMULATE Price (28 Jul 2026, intraday) A$3.14 TIS base case A$3.80 Implied upside ~21% Broker consensus Not verified Sector…
ASX Stocks in Focus: The Second Number in Each Update
Four companies reported before Monday's open, and in each the number that led the announcement is not the one that…
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