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Further Analysis & Commentary
What We Know About Australia’s 2026 Federal Budget
The 2026-2027 budget is set to be one of the most reformative and possibly infamous budgets in years. So far…
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.…
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…
Genius Sports Completes £1.2bn Acquisition of Legend
Company Summary: Genius Sports Genius Sports is a leading global provider of sports data, technology, and media rights, delivering real-time…
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Monthly Investor Memo
Delivered Monthly - 2026