data centres

A transformational deal that's not priced in

Montgomery

How much upside is left for NXT?

Montgomery

Macquarie Telecom: the data centre business is a real growth engine

Montgomery

Three learnings from NEXTDC’s half-year results

Montgomery

Infrastructure assets for the digital economy – data centres

Montgomery

The New Criterion: the opportunities in - and pitfalls of - the data storage sector

Independent Investment Research

A structural growth stock the market is overlooking

Livewire Exclusive

Livewire Markets

Why I think NextDC is undervalued

Montgomery

The emergence of digital infrastructure as an asset class

Conrad Capital Group

The New Criterion: small cap exposures to life insurance and data centres

Independent Investment Research