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
NEXTDC (ASX: NXT) Investment Analysis
Wiring Australia for the AI Supercycle NEXTDC sits at the centre of one of the most powerful infrastructure build outs…
Megaport (ASX: MP1) Investment Analysis: A Cloud Connectivity Turnaround Entering a Stronger Phase
Company Overview Megaport Limited has grown from a disruptive networking startup into one of Australia’s most important cloud connectivity providers.…
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the background while attention shifts to…
Pilbara Minerals (ASX: PLS): Rebuilding Through the Downcycle
Company Snapshot Pilbara Minerals is Australia's largest independent hard-rock lithium producer, operating the Pilgangoora Project in WA and now expanding…
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Monthly Investor Memo
September 2025