aussie tech

The SaaSpocalypse has created a compelling hunting ground. We think Readytech is worth 2-4x the current price, and a likely takeover target.

A miner takes back the top spot, while Aussie tech has so far avoided big short interest despite huge selloff. Will it last?

The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for

Over the years we’ve shared numerous investment ideas on Livewire. But that alone ignores the other critical piece to good investing.

Market dislocation offers a chance to invest in a high-quality growth business with durable advantages at a materially improved valuation

Why Qoria is well positioned to benefit from the growing demand for children's cyber safety

The latest Firetrail Equity Edge Podcast has just landed.

Blackwattle Mid Cap team discuss Xero's recent result and ability to grow & improve quality over the medium to long term.

The latest Firetrail Equity Edge Podcast has just landed.

After a stellar decade for the dazzling technology sector, these long-duration stocks have fallen back down to earth, taking many an investor's portfolio down with...