Disruptive Technologies

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

ASX Stocks in Focus: The Hawkish Fed Is Sorting Winners from Losers

A tiny fund froze last week, and it told you more about this market than the ASX 200 did. The…

Kogan (ASX : KGN) Equity Analysis

Kogan.com has been a challenging stock for investors to hold. The company’s FY22 inventory missteps severely compressed margins and undermined…

The End Of The Consulting Gold Rush

For decades, management consulting was one of the most prestigious industries in the corporate world. A job offer from McKinsey,…

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…

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