Mid Cap ($2B – $10B)
ASX: A2Milk Market Update
A2Milk has been on the front page of various financial news pages over the past couple of days after its stock price fell over 10%…
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Further Analysis & Commentary
Why is the Treasury Wine share price plunging 15% on Monday?
Treasury Wine Estates (ASX: TWE) suffered a 15% dip in share price on Monday after its latest trading update revealed…
Nick Scali Investment Analysis (ASX: NCK), ANZ Fortress Meets UK Expansion Challenges
This Nick Scali investment analysis examines one of Australia’s most consistently profitable furniture retailers, a business anchored by dominant ANZ…
Bellevue Gold Investment Analysis (ASX: BGL): High-Grade Asset, High-Pressure Delivery
High-Grade Gold with Little Room for Error This Bellevue Gold investment analysis examines a company sitting at the sharp end…
Life360 (ASX: 360) Investment Analysis
A Scalable Consumer Platform Positioned for Global Growth Life360 has become one of the most compelling consumer technology stories on…
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Monthly Investor Memo
September 2025