Large Cap ($10B – $50B)
Xero Limited (ASX: XRO): Investment Analysis and Strategic Outlook
Introduction Xero Limited has become one of the most recognisable names in cloud accounting, and its journey from a New Zealand start-up to a global…
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Further Analysis & Commentary
Caterpillar’s A$1.12 Billion Acquisition of RPMGlobal: A Strategic Move in Mining Technology
Caterpillar’s A$1.12 Billion Acquisition of RPMGlobal: A Strategic Leap into Mining Technology In a landmark move reshaping the Australian mining…
Newmont Corporation (ASX: NEM): Equity Research Analysis
Newmont enters the next leg of the gold cycle as the world's largest listed gold producer with a broadened copper…
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…
Santos Faces Strategic Crossroads After $36.4 Billion Takeover Collapse
Santos Ltd (ASX: STO), Australia’s second-largest oil and gas producer, has encountered a significant strategic setback following the collapse of…
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Monthly Investor Memo
September 2025