FAIR VALUE News & Analysis

Three high-quality growth companies that have wide moats and a history of good capital allocation.

WiseTech and Brambles shares surged after earnings. Our analysts also liked what they saw and upgraded their Fair Value estimates.

Blindly basing investment decisions on target prices can lead to poor outcomes. 

We cut our Fair Value and revise our estimates for Platinum’s future earnings

Following Nvidia's GTC conference, we're now more optimistic on the hottest stock in the world. 

Investors pushed the share price higher after announcing they would allow advertising on their social network. 

The shares of the ASX technology company surged after a sales update.

A disappointing trading update led to a vicious reaction from investors. 

Currently 77% undervalued, with a narrow moat.

Our view of the bank.