Information Technology
WiseTech Shares: Priced Like an Average Software Stock. Isn’t One
WTC has lost 70% of its value in a year on a governance crisis, not an earnings one. At current levels the WiseTech share price…
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Further Analysis & Commentary
Warren Buffett Google Investment Why Berkshire Backed Alphabet in 2025
A Landmark Move by One of the World’s Most Disciplined Investors The Warren Buffett Google investment has become one of…
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…
ASX Second Weekly Loss: Rates Hope Fades, Earnings Bite
Weekly Overview The ASX notched a second straight weekly decline, with the S&P/ASX 200 finishing Friday at 8769.7 (-1.0% w/w).…
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
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