Global Markets

Equities Uncovered Volume 4: Three ASX Small Caps Building Momentum Beneath the Surface

Welcome back to Equities Uncovered! This week’s selection spans healthcare technology, mining, and software. While the businesses operate in very different industries, they share one…

Daniel Whittleston
7 Min Read

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Further Analysis & Commentary

Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation

Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…

How to Read ASX Annual Reports Like a Professional Investor

ASX annual reports show you what is actually happening inside a company. They cut through polished investor presentations and short-term…

The next market split is old commodities vs electrification

The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…

Genius Sports Completes £1.2bn Acquisition of Legend

Company Summary: Genius Sports Genius Sports is a leading global provider of sports data, technology, and media rights, delivering real-time…

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