By Focus
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
Magellan Barrenjoey Merger Faces a Harder Test After the Pre-Deal Dividend Disclosure
The Magellan Barrenjoey merger was already a disclosure story. The new dividend revelation has made it a valuation story as…
An Update on The Koala IPO
Koala IPO Overview and Strategic Context Koala, the direct-to-consumer furniture company known for its boxed mattresses and sofas, listed on…
ASX Tech Stocks Are Under Pressure as Rates, War and AI Fears Collide
The latest washout in ASX tech stocks says less about one bad month and more about a market that is…
Harvey: The Legal Ai Company Receives Funding at a US $11 Billion Valuation
Business Summary Harvey is a growing legal AI company founded in 2022 by former lawyer Winston Weinberg and AI researcher…
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Monthly Investor Memo
Delivered Monthly - 2026