Australia Will Never Pay Off Its Debt, That’s Fine
Australia's debt is growing, but that doesn't mean it's unsustainable. Modern governments refinance debt rather than repay it, and financial markets depend on government bonds…
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Further Analysis & Commentary
PE Secondaries: From Niche to Mainstream
Private equity secondaries have experienced a remarkable transformation over the past decade, evolving from a niche corner of the alternatives…
How a Reverse DCF Works: A Guide to Implied Valuation
A Reverse Discounted Cash Flow (Reverse DCF) analysis is one of the most insightful valuation techniques because it approaches the…
Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement
A Historic Capital Raise in the AI Infrastructure Race On June 2, Alphabet unveiled one of the largest capital-raising initiatives…
Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks
Our call AVOID THE DIP Price (22 Jun 2026) A$2.01 Consensus target ~A$2.59 Our base case A$1.85 (~8% below) Coverage…
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