Large Cap ($10B – $50B)
Investment Analysis: Transurban Group (ASX:TCL)
Company Overview Transurban is Australia’s dominant listed toll road owner and operator, controlling critical urban road networks across Sydney, Melbourne, Brisbane and select North American…
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Further Analysis & Commentary
BHP Edges Toward the Crown: Why the Miner is Overtaking CBA as Australia’s Top Stock
For the first time in more than a year, Australia's crown for the most valuable listed company is up for…
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…
Soul Patts Unlocked: The Quiet Giant Driving Australia’s Investment Growth
Company Overview, Legacy and Recent Move Washington H. Soul Pattinson and Company Limited, commonly known as Soul Patts, is one…
Lynas Rare Earths (ASX: LYC): Equity Analysis
Lynas Rare Earths is the largest producer of rare earth elements outside China, with operations spanning the Mt Weld mine…
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Monthly Investor Memo
September 2025