value investing

The Saaspocalypse demands valuation discipline, but even on a simple earnings multiple basis, one tech name is still very cheap...

ClearBridge's Ross Kent and Reece Birtles discuss where they're looking now against a dramatic macro backdrop.

IML's Marc Whittaker sees the GFC-level valuation gap in small caps as a rare chance to buy quality at the right price.

Australia's greatest blue chip has lost two-thirds of its value — how did the brokers get it so wrong, and could you have seen it coming?

As investors pile into AI, Alvia’s Chris Scarpato is running for the hills and building an anti-AI playbook. Here’s why.

I’ve shown that momentum and growth generally fail, and since 1990 small caps have disappointed. I now explain why value typically succeeds.

Cyclical headwinds have hit Diageo hard. But its iconic brands, fresh leadership, and long runway may reward patient investors.

Market scepticism masks opportunity. Collins Foods combines proven Aussie returns with emerging German growth optionality.

For a century, value has virtually always beaten growth. And despite lagging over the past decade, its prospects again exceed growth’s.

AI disruption fears have already hammered SaaS stocks. Now the insurance sector is under pressure — but the reality may be more complicated.