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9 investing lessons I’ve learned from owning a business
Personal Finance
9 investing lessons I’ve learned from owning a business
In 2016, I took the plunge: buying a 51-room motel in south-west Sydney. Since then, I've ridden the highs as well as the lowest of lows, and through...
James Gruber | 21 April 2025
Netflix’s new growth targets look tough and may already be priced in
Stocks
Netflix’s new growth targets look tough and may already be priced in
Shares in the streaming giant don’t look especially cheap, even if management achieves its ambitious goals for 2030.
Matthew Dolgin, CFA | 16 April 2025
Trump tariffs set to have ripple effect on this ASX industry
Stocks
Trump tariffs set to have ripple effect on this ASX industry
We lower our Fair Value estimates for several media stocks as economic uncertainty could stifle vital advertising revenues.
Brian Han | 14 April 2025
What do Morningstar moat changes suggest about investing and business in 2025?
Personal Finance
What do Morningstar moat changes suggest about investing and business in 2025?
A review of our moat rating changes last year highlights industries under pressure and what makes a quality business today.
Joseph Taylor | 03 April 2025
Why high growth may lead to poor outcomes
Personal Finance
Why high growth may lead to poor outcomes
Historical patterns repeat themselves. And lessons from history show us the genesis of financial disasters lay in visions of limitless growth.  
Mark LaMonica, CFA | 26 March 2025
Ask the analyst: Could Endeavour suffer from lower booze consumption and tighter gambling rules?
Stocks
Ask the analyst: Could Endeavour suffer from lower booze consumption and tighter gambling rules?
Could health concerns and legislation pose a threat to Australia's biggest liquor retailing and gaming group? Our analyst Johannes Faul has his say.
Johannes Faul, CFA | 05 March 2025
Bookworm: Should this method have scored me a 30 bagger?
Personal Finance
Bookworm: Should this method have scored me a 30 bagger?
Richard Koch's Star Principle offers a simple way to find high potential companies.
Joseph Taylor | 26 February 2025
An ASX share to avoid
Stocks
An ASX share to avoid
Investors are overly optimistic about the prospects for this company. 
Roy Van Keulen | 09 February 2025
4 dividend ETFs for investors
Personal Finance
4 dividend ETFs for investors
This week's episode of Investing Compass looks at how investors can pick a dividend ETF that suits them.
Mark LaMonica, CFA | 05 January 2025
3 no moat companies that might surprise you
Stocks
3 no moat companies that might surprise you
Moats are rare but worth looking for. These three ASX listed companies own iconic brands but don't make the cut according to our analysts. 
Joseph Taylor | 26 November 2024