FIRB approval is an obstacle. Santos is Australia’s largest domestic gas supplier and a major LNG exporter, and there are ...

Little margin of safety in a world of rising risks.

We think Virgin’s offer price reflects benign industry conditions that are unlikely to remain so good forever.

The end of the tax year looms large. And for some investors, this may have involved selling losers to offset capital gains ...

Certain qualities make a company more attractive to acquirers. Is hunting potential takeover targets and deal premiums a viable approach?

When the proverbial ‘shoeshine’ starts piling into an investment it is time to get cautious. We search for signs of bubbles ...

Figure 1 illustrates the top five ASX-domiciled equity ETFs that investors have recently retreated from (12 months to 31 ...

Sir Chris isn’t your average hedge fund manager. Most ASX companies probably wouldn’t fit his investing criteria, but this ...

Wide-moat Deterra Royalties DRR is an exception. Our wide moat for Deterra Royalties reflects its royalty on BHP’s Mining ...

They don’t invest in companies involved in mining or exploration, nothing to do with armament or weapons, or businesses ...

The price of bitcoin has rallied since tariffs were announced. $100,000 could be a new support level. Flows have increased to physical ETPs. Inflation and liquidity risks remain. For crypto followers, ...

On the surface, the James Hardie-AZEK and Soul Patts-Brickworks deals share similarities: transformative takeovers, at a ...