Investment Analysis: Transurban Group (ASX:TCL)
Company Overview Transurban is Australia’s dominant listed toll road owner and operator, controlling critical urban road networks across Sydney, Melbourne, Brisbane and select North American…
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Further Analysis & Commentary
IperionX Short Seller Allegations: Why Investors See Opportunity in the Fallout
A Critical Minerals Darling Under Fire The short-seller spotlight has swung into IperionX, the U.S. based, ASX-listed titanium producer championed…
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…
Rio Tinto Shelves Jadar Lithium Project as New CEO Refocuses on Costs and Capital Discipline
A Shift in Strategy Rio Tinto has shelved its $US2.4 billion Jadar lithium project in Serbia, marking a sharp strategic…
Where Active Still Wins: Why Small-Cap Managers Are Beating The ETFs
Active Isn't Dead, Its Just Smaller While passive investing has swept global markets with its promise of low fees and…
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Monthly Investor Memo
September 2025