Let's start with CSL's leadership change, because it sets the tone. Paul McKenzie has stepped down as chief executive, and the board has appointed long-time CSL executive and current director Gordon ...
What is the current share price of Ophir High Conviction Fund (OPH)? Ophir High Conviction Fund's (OPH) current share price is $2.87. This constitutes a price movement of 3.04% when compared to the ...
Investors can learn a lot from failure with BHP's third unsuccessful attempt to lure Anglo American into a merger, the latest strong hint that copper is likely to be next year's top commodity. Already ...
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In Part 1, we explained how Constellation Software uses decentralisation and alignment to avoid the common pitfalls of the roll-up strategy. We'll now shift our focus to why this can continue by ...
Aurizon's 5,000km rail network is virtually irreplaceable. The Central Queensland Coal Network, in particular, took a century to build, cost tens of billions, and can't be replicated due to ...
At this point, it isn't a competition between Coles and Woolworths—it's a knockout. Australia's supermarket giants have released their interim results and the numbers paint a clear picture: Coles ...
Insurance brokers are good businesses. That's because brokers take a cut from the premiums that customers pay to stay insured. Brokers aren't directly exposed to the hailstorms and typhoons that ...
During the mid-90s dot-com boom, Mark Leonard was mining for cheap golden software nuggets while a mania was unfolding to find the next Microsoft. Leonard's value approach led him to niche vertical ...
One disappointing result is forgivable; a second hints at deeper trouble. But a third? Enough is enough, CSL's management doesn't have a grip on the company's financials. CSL's share price is down 15% ...
DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.
Stephen Mayne looks at the takeover deluge as the ASX keeps thinning, casts his eye over WiseTech, goes around the grounds of early 2025 AGMs, and much more.