enterprise software

AI may not kill enterprise software. It could make systems of record more valuable as interfaces become personalised and agentic.

Open-weight AI may not change who builds the best models. It could change who captures most of the value.

ReadyTech has received a takeover offer from TSS, part of the Constellation Software Group of Companies.

It's the end of coding (as we knew it).

Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compounding returns.

What separates great companies from average ones? They matter. Here are two companies that do just that in its markets.

An under the radar software company has jumped 17% today, but you won't read much about it in the media.

Shares have tumbled over two whipsaw trading sessions to mean this could be an opportunity to get on the planet's hottest software stock.

This ASX stock has undergone an amazing turnaround in the last 18 months. The question is, can it continue?

The revolution in generative AI is just starting. Understanding the ecosystem can help you cast your net for opportunities.