healthcare

Regis Healthcare is debt-free with $170M cash and 100% freehold assets, yet trades at a massive discount. We breaks down the thesis.

“Taking on a challenge is a lot like riding a horse; if you're comfortable while you're doing it, you're probably doing it wrong” Ted Lasso

Complacency not catalysts will trigger the next 20% fall, and it could happen within 4 months

Three consecutive RBA hikes. Consumer confidence at 70. The sectors whose earnings hold through it are identifiable. Here is where to look.

Royalty Pharma, a PM Capital holding, is reshaping how breakthrough medicines are funded and developed. By Alex Warnaar, PM Capital

Julia Weng (Paradice) and Hamish FitzSimons (AllianceBernstein) diagnose ASX healthcare's brutal year and name the stocks set for recovery

A near 40% drawdown has forced investors to reassess the healthcare sector. Is this a reset, or are deeper cracks starting to emerge?

After a brutal year for healthcare stocks, one portfolio manager says several areas now look surprisingly attractive.

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.

The outlook for healthcare is improving, fuelled by innovation across several key subsectors.