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…

Dian Nel
22 Min Read

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Further Analysis & Commentary

Sharon AI makes a Half-Billion-Dollar Move

Sharon AI’s $487 million pre-IPO capital raising stands among the largest funding rounds ever secured by an Australian AI company.…

Markets are trapped between CPI and crude. What to watch next

The market has gone back to an old problem very quickly. For a while, investors could still tell themselves that…

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.…

Is Amazon an Undervalued Stock at its Current Market Cap of $2.9 Trillion?

Amazon at $270: A Great Opportunity from a numbers perspective Amazon trading at a forward P/E in the mid-20s is…

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