technology companies

Chinese AI models such as Kimi may appear to threaten US tech, but faster AI adoption could increase demand across the entire supply chain.

If the decade past has one message for Australian investors it is not investing in local Growth companies doesn't seem the smartest strategy

As 2024 unfolds, the spotlight shifts to four exceptional performers, promising an era of robust returns and strategic dominance.

An ASX microcap technology company that is profitable, growing, and addresses the compliance needs of Australian enterprises and government

Technology meets deep value in this ASX-listed microcap generating software-as-a-service revenue and trading at 1.4x maintainable EBIT

You could be forgiven for thinking technology stocks are in a death spiral. While researching this topic, my Google searches were almost always accompanied by terms...

Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded breathtaking declines. These once high-flying stocks have seen...

In late January, we recommended trimming equity risk and adopted overweight position in cash. The risks flagged have intensified in February. Inflation has been...

In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North...

On 10 January 2020, the first novel coronavirus genome sequence was made public. This accomplishment effectively fired the starting gun in the race to find a treatment...