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Insights, news and media.

In the Media
July 15, 2026

Volatility is only an opportunity if you are prepared

Volatility, market commentators reliably assure us, is a buying opportunity. It is a welcome thought in a difficult market, most popular with those not presently experiencing it.
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In the Media
May 29, 2026

Tech still priced for a future that may never come

The Saaspocalypse demands valuation discipline, but even on a simple earnings multiple basis, one tech name is still very cheap...
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In the Media
March 26, 2026

The Olympic tailwind driving our top 10 holdings

Home Wires Shares Equities The Olympic tailwind driving our top 10 holdings Investors could benefit from running the ruler over the many high-quality, Queensland-based, small cap companies being overlooked.
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In the Media
March 18, 2026

BHP Names Americas Chief Brandon Craig as CEO

Veteran BHP executive will succeed Mike Henry as chief executive.
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