Gentrack price guide increased As growth takes off, we aren't ready to let go of this software maker. Graham Witcomb 05 Oct 2023 ·
Tabcorp gets a dollop of caution After reflecting on last month's result, we aren't ready to pull the trigger. Graham Witcomb 28 Sep 2023 ·
Letting go of Omni Bridgeway Investors are growing impatient with this litigation funder, and so are we. Nathan Bell 11 Sep 2023 ·
Mastercard and Visa: 2Q Result 2023 Healthy share price increases have earned a downgrade to Hold Nick Cummings 05 Sep 2023 ·
RPMGlobal: Result 2023 More sales, more profit and higher margins featured at RPMGlobal. Gaurav Sodhi 04 Sep 2023 ·
F&P Healthcare updates guidance Strong sales for the start of the year weren't enough to save profit margins. Graham Witcomb 29 Aug 2023 ·
Tabcorp: Result 2023 A decline in market share sullied an otherwise decent result. Graham Witcomb 25 Aug 2023 ·
Downgrading 360 Capital to sell Our investment case isn't playing out and we're moving on. Nathan Bell 15 Aug 2023 ·
Floor & Décor: downgrading to Hold A mixed result but headwinds might be easing. Nick Cummings 18 Jul 2023 ·