ASX 100

At Watermark, we love uncovering falling angels. This is typically a market favourite that lands itself in the fund manager "sin bin" after lofty expectations. Some...

Finding the tiddlers that can grow into tomorrow’s whales is one of the best things about fishing in the microcap pond. Laboratory and environmental services business...

If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our...

For equity analysts and fund managers in Australia, Christmas comes twice a year, every February and August, when most Australian listed companies reveal their...

Katie Hudson's career is full of bold moves. Beginning as a sell-side analyst, she moved to Goldman Sachs in June 2008 during the midst of a raging GFC. From there,...

Against a rather dismal backdrop where 60% of the Australian population is in lockdown, the fiscal 2021 reporting season should provide a welcome boost. Overall...

The allure of finding a big winner is difficult to resist for most equity investors. After all, we’re doing it to make money! However, there’s just as much (if not...

Today, well over half the population of Australia is in some form of lockdown. Despite this terrible cloud overhanging the nation, vaccination rates are slowly...

A second spot market auction later this month could put the extent of the spodumene shortage on full display. Plus, Beament goes green as Klein fights for gold,...

It was Paul Kelly who famously sang that "from little things, big things grow". And that sure has been true of our waistlines during lockdowns. On the other hand,...

If there were any doubts that the market is in the early stages of a new bull market, then those doubts can now be laid to rest. That’s the view of Rudi...

If the coronavirus were an Olympic athlete, it would be smashing the best-ever marathon time by taking a sneaky short cut, or else heaving to a weightlifting record...

IDP Education is a business with a strengthening competitive advantage that we added last year during COVID-19. In this article, we explore the emerging...

Ampol is a new position we established in the Firetrail High Conviction Fund. It may not be immediately recognisable as an ASX-listed company – this is because it...

The explosion of COVID-19 cases in early 2020 saw economic uncertainty hit the markets. Volatility spiked and equity markets fell sharply – the S&P/ASX200 almost...

If the world thought 2020 was "unprecedented", then what, my friends, could we describe as the seven months we have seen so far of 2021?  In just over half a year,...

Most teenagers spend their waking hours daydreaming about the opposite sex, trying their first alcoholic beverage (in my case, Passion Pop), and engaging in other...

Credit Suisse is bullish on equities over the medium term, despite the "froth" that is clearly disseminating across the market and investor's all-enveloping fear of...

Welcome to the 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the collective...

The mining giant says lithium demand will grow 25-35% a year for next 10 years. Meanwhile, Pilbara Minerals is cleaning up in the here-and-now as spodumene shortage...

Valued at US$36.2 trillion, the US housing market is nearly five times larger than the Australian market. Yet despite its size, the industry in the US remains plagued...

A family friend recently told me that they invested in Commonwealth Bank of Australia shares because it seemed popular and was the market leader among Australian...

We all know Aussie companies love to jump on the Olympics bandwagon, but here’s one with true credentials! In June, I sat down with Rob Scott, CEO of Wesfarmers and...

Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation...