australian shares

“Investors have forgotten how to invest in businesses" - Jun Bei Liu explains why that’s creating rare opportunities in quality compounders.

A review of where we failed (and succeeded) in the Seneca Austrailan Small Companies Fund over the last 12 months.

With some share prices falling faster than earnings expectations, Bell Potter sees an opportunity to buy quality ASX companies.

What makes a great compounder? Michael Carmody, Jun Bei Liu and two other fundies reveal their ASX picks that can keep on keeping on.

Auscap sees extreme opportunities emerging across the ASX - but after a monster run, there’s one hot trade it's wary of: gold.

The top end of sharemarkets is no longer representative for what's going on beneath. This is not a new phenomenon either. Time to take note.

One could triple, another is being hurt by unusually lucky punters, while the third is riding the huge electricity infrastructure build-out.

When prices become disconnected from fundamentals, who in the portfolio is actually looking for the difference?

Final stats, notes and observations from the August reporting season that has failed to improve sentiment for Australian equities

Henry Jennings breaks down CSL’s stunning rebound and other notable results from the third week of August 2026 reporting season.