Growth

Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.

At the smaller end of the market, where companies are less closely followed and analysed, it can often take significant announcements or newsflow to get investors to...

Capturing Opportunities Before the Index

The Mag Seven make up nearly 35% of the S&P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.

CBA’s soaring market capitalisation may actually serve better as a teaching moment for investors.

This quarter highlighted the resilience of major secular trends, which could be key to returns going forward.

Penumbra's aspiration-based mechanical thrombectomy devices are building one of the most defensible competitive moats in medical technology

This is the Apprentice, markets edition. Jun Bei Liu, Ben Richards, Henry Jennings and more name their highest-conviction buys and sells.

AI and Youtube are Alphabet's most underpriced subsidiaries.

Uranium is one of the most efficient and low-carbon ways to produce energy. As the world moves toward electrification and away from fossil fuels, nuclear power is...