software

Where we see growth opportunities in software stocks

Kent Williams
Kent Williams
AMP Capital

SimCorp: a niche supplier to the finance industry

Alvise Peggion
Alvise Peggion
Fairlight Asset Management

The early innings of enterprise cloud software

Damon Callaghan
Damon Callaghan
ECP Asset Management

The two big themes for Aussie investors

Roger Montgomery
Roger Montgomery
Montgomery Investment Management

Spotlight on GBST Holdings

Tobias Yao
Tobias Yao
Wilson Asset Management

A Cheap & Growing HR Tech Stock

Harley Grosser
Harley Grosser
Capital H Management

Altium: Earnings drivers, appealing fundamentals

Leyland Private Asset Management
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors

Why we’ve valued our investment in SaaS booking platform Rezdy up by 29%

David Kirk
David Kirk
Bailador Technology Investments

Making sense of a high PE

Livewire Exclusive
Livewire Exclusive
Livewire Markets

The power of redundancy

Clime Investment Management
Clime Investment Management
Clime Investment Management