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          <time datetime="2026-08-04T06:00:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 04, 2026 06:00</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>David Friedlander: The <span class="whitespace-nowrap">Dealmaker<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  SpaceX, Afterpay, Soul Patts, and many more... meet the lawyer behind Australia&#39;s biggest corporate deals.
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        Centennial Asset Management
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          <time datetime="2026-08-03T11:29:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2026 11:29</time>
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              A brief history of reserve currencies - their rise and decline
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  This paper comprises an Appendix setting out the history of reserve currencies and the drivers behind their rise and decline.
</div>

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              We may be asking the wrong question about AI spending
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  The AI debate has focused on models and chips. The next phase may belong to the companies that deploy intelligence across entire ecosystems.
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              Return of the drug developer
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  “Taking on a challenge is a lot like riding a horse; if you&#39;re comfortable while you&#39;re doing it, you&#39;re probably doing it wrong” Ted Lasso
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Ophir Asset Management founder Andrew Mitchell talks career, the GFC and building a top fund <span class="whitespace-nowrap">manager<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Ophir Asset Management founder Andrew Mitchell, joins Finding the Front to talk career, the GFC and building a top fund manager.
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        Euroz Hartleys Ltd
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              A decade or so of real house prices ranging sideways: The new housing reality
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The boom in Brisbane, Adelaide and Perth is over. This chart reveals Australia&#39;s most overvalued housing markets.
</div>

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        AMP
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              &quot;An awakening in animal spirits&quot;: Ben Griffiths on the SpaceX effect and what comes next
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Ben Griffiths says equities remain in an uptrend, but the SpaceX frenzy and AI capex boom carry warning signs worth watching closely.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Read a balance sheet like a pro this reporting season
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  How to answer your key questions about your company investments from the August annual reports.
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              The benefits of growing your own dividends
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  Why reliance on dividends for cash flow is a limiting mindset.
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          <time datetime="2026-07-31T21:39:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2026 21:39</time>
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              Micron at 6x earnings:  Value trap or Value steal?
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  Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              52 company reviews, yet only 7 Buys: What the June-quarter updates have said about value
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After reviewing 52 ASX updates over the past fortnight, our verdict is unchanged: genuine opportunities remain limited to a small handful.
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="DXS" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-dxs">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">DXS</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="606" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-dxs">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dexus</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:DXS</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-606">
            Followed by<span class="font-bold text-gray-700"> 125 </span>people
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  data-load-engagement-count-target="follow"
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      </div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="DYL" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-dyl">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">DYL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="600" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-dyl">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Deep Yellow Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:DYL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-600">
            Followed by<span class="font-bold text-gray-700"> 85 </span>people
        </div>
          <div 
  class="follow-stock-code-600-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="600"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="EDU" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-edu">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">EDU</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="3060" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-edu">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">EDU Holdings Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:EDU</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-3060">
            Followed by<span class="font-bold text-gray-700"> 13 </span>people
        </div>
          <div 
  class="follow-stock-code-3060-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="3060"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/52-company-reviews-yet-only-7-buys-what-the-june-quarter-updates-have-said-about-value">
      +10
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="DXS" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-dxs">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">DXS</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="606" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-dxs">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dexus</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:DXS</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-606">
            Followed by<span class="font-bold text-gray-700"> 125 </span>people
        </div>
          <div 
  class="follow-stock-code-606-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="606"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="DYL" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-dyl">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">DYL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="600" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-dyl">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Deep Yellow Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:DYL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-600">
            Followed by<span class="font-bold text-gray-700"> 85 </span>people
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          <div 
  class="follow-stock-code-600-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="EDU" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-edu">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">EDU</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="3060" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-edu">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">EDU Holdings Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:EDU</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-3060">
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          <div 
  class="follow-stock-code-3060-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="EVN" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-evn">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">EVN</span>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="744" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-evn">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Evolution Mining Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:EVN</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-744">
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          <div 
  class="follow-stock-code-744-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="744"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="FBU" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-fbu">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">FBU</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="784" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-fbu">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fletcher Building Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:FBU</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-784">
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          <div 
  class="follow-stock-code-784-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="66234" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/52-company-reviews-yet-only-7-buys-what-the-june-quarter-updates-have-said-about-value">
      +8
</a></div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
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    <div class="mr-2">
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          <time datetime="2026-07-31T13:32:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2026 13:32</time>
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              2 ideas in 200 words #13
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  These high-growth companies have strong tailwinds.
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</span>    </div>
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        Katana Asset Management
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  </div>
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          <div class="sm:flex-grow">
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              Darwin is now Australia’s stand-out property market
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Some suburbs have recorded price growth of more than 15%. What&#39;s behind the boom, and is it sustainable?
</div>

          </div>
</a>      </div>
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        Ray White
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          <time datetime="2026-07-31T10:30:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2026 10:30</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Why a $12.6bn merger saw Ausbil swap one gold miner for another
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  From a gold miner merger to a sleep health giant, Ausbil&#39;s Nicholas Condoleon breaks down his latest calls and conviction ideas.
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              How T. Rowe Price is actively navigating the AI bubble
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  High concentration, hyperscaler capex and the quest for profit has put AI in bubble territory. That doesn’t mean you should sell out.
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Finlayson’s growth-hungry Genesis out to close the gap on Evolution and Northern Star
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Beament tells why Develop will boast $1b of annual EBITDA in two years; Diggers delegates keen to see if explorer Benz is a Merc or a Lada.
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      +3
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        Independent Journalist
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Summarising my current AI thesis – Part 2
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  How to respondAcross my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or...
</div>

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        Montgomery Investment Management
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  How time is an investor’s biggest advantage.
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              Rio&#39;s bumper dividend is mostly a copper story
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              Did ASX software stocks just find their catalyst?
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  Kerry Sun&#39;s chart shows ASX software stocks are stirring. Ben Clark and Henry Jennings explain why Microsoft&#39;s results could add momentum.
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Wisetech Global Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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    <div class="h-0 w-full flex justify-center">
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    <div data-controller="tooltip">
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    <div
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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    <div class="h-0 w-full flex justify-center">
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      +1
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            <picture style="">
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        Livewire Markets
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        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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  aria-label=home_like
  
  
  
>
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</button>


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  aria-label=comment
  
  
  
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  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

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    <div class="flex flex-row-reverse">
        <time datetime="2026-07-31T06:00:18+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">July 31, 2026 06:00</time>
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</div>


      </div>
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</div>

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  <turbo-stream action="update" target="pagination"><template>
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