Stock Market News & Analysis
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CrowdStrike earnings: Vendor consolidation drives upside as outage impact dissipates
We maintain our fair value estimate, shares overvalued.
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Defensive ASX retail play is significantly overvalued
Less earnings volatility translates into less investment risk but shares are still overvalued.
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Chart of the Week: How overvalued is CBA compared to its peers?
This week’s chart looks at Commonwealth Bank of Australia’s valuation gap to peers.
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Our initial thoughts on big Soul Patts merger news
The proposed merger with Brickworks could result in a new ASX50 name.
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Two cheap ASX lithium miners to benefit from recovery
We forecast a recovery in lithium prices by the end of 2026 as demand continues to increase.
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Stock showdown: Do foreign banks expose CBA’s extreme valuation?
Commonwealth Bank’s numbers are impressive but its valuation continues to defy belief.
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New ASX share added to our best ideas list
This wide moat share is trading at a 17% discount to our fair value.
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Unconventional wisdom: Three ways we have it better than professional investors
Individual investors have all the advantages over the professionals but too many of us squander them. .
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Humbling year for undervalued ASX listed share
Disappointing results but well-telegraphed fiscal 2025.
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Nvidia earnings: Raising Fair Value as export controls aren’t slowing it down
Gaming products a bright spot amid lost China revenues.
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Is WiseTech’s $3.2 billion purchase the right move?
WiseTech’s latest acquisition is bigger than its previous 55 combined. Integration could be challenging but the timing looks right.
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Increased uncertainty after ASX listed company makes poor acquisition
The widely criticised transaction also results in a lower fair value.
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Apple: Latest tariff threat creates uncertainty, but we see it primarily as a negotiating tactic
Despite short-term bluster from the administration, we expect an investment deal to be reached that avoids blanket iPhone tariffs.
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ASX kingmaker stock upgraded to Wide Moat rating
WiseTech’s competitive position is incredibly strong and looks set to underpin formidable sales growth for the foreseeable future.
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Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?
Looking at geopolitical risks, firm-wide supply constraints, and global AI demand, here’s what we think of Nvidia stock.
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