November 2024
Buyer who paid $12.1m for Paddington’s prettiest house revealed
Fiona Brown has emerged as the buyer of the home once owned by fashion designer Collette Dinnigan; Sonia Kruger and Craig McPherson officially list in Mosman.
August 2024
Fears the only way is down for hot tech sector in reporting season
Nervous investors and analysts are ready to punish any ASX-listed tech company that disappoints this earnings season.
How an Iranian refugee landed Australia’s biggest software deal
When Altium CEO Aram Mirkazemi landed at Hobart Airport as a refugee from Iran he had very little English, but six weeks later he was studying at university.
June 2024
The five best-performing stocks this financial year
A healthcare software developer has narrowly beat a family monitoring app to be the top-performing stock in 12 months.
April 2024
From Aware Super to Blackwattle, how Tim Riordan is making money
The former equities boss says strategic alignment is key when looking at stocks to buy, and is expecting more M&A, having already picked one of the year’s top takeover targets.
March 2024
Sydney family behind McDonald’s app worth more than $100m
A US-based rival has offered to buy ASX minnow Task Group, which was founded by Sydney’s Houden family in 2000.
ASX tech dream stalls as de-listings stack up
New data shows the number of Tech IPOs has slowed dramatically over the past two years, while de-listings have remained steady.
February 2024
What we learnt from Altium, Reece, Helia and G8 Education’s results
Altium’s lucky cushion, Reece’s big run, Helia keeps rising and G8 Education pumps up prices.
How Altium secured sweet $9.1b deal on Valentine’s Day
JPMorgan’s technology banker with deep ties to Silicon Valley brokered an introduction between the companies that set the stage for last week’s mega deal.
Altium’s Project Brightside a $9.1b dream come true
Altium joins Australian deal folklore with a $9.1 billion Japanese slam dunk. Get ready for more.
Altium buyout ‘bittersweet’ as fund managers cash in
The $9.1 billion proposed takeover offer for ASX-listed tech stock has left shareholders awaiting a major payout with mixed feelings.
Altium soars on $9b takeover offer after ‘torrid ride’
Altium’s board has backed a bid from a Japanese semiconductor giant to buy the company in one of the largest software deals in Australian history.
JPMorgan, Deutsche Bank tapped for $9.1bn Altium takeover
Tokyo-based Renesas Electronics Corporation has agreed to acquire all outstanding shares of ASX-listed Altium.
What tech investors will be watching this earnings season
Some stocks will disappoint and others will pop as investors look for consistent growth and cost-cutting, rather than developments in buzzy areas such as AI.
December 2023
Altium’s board shuffle raises eyebrows
Altium has long been run like a family business. But with the resignation of its chairman, will the design software company level up?
August 2023
What we learnt: Woodside, Scentre, Altium, Coles
Woodside powers up, Scentre wins your time, Altium shocks the market in the best way and Coles goes cheap.
This one theme is lighting up some stocks, and killing others
Why are shares in Altium, Megaport and Hub24 surging but Kogan.com, Perenti and Data#3 slumping? Tuesday’s answer is that investors just want growth.
This fundie is betting on Goodman despite the REITs crunch
TMS Capital portfolio manager Ben Clark also shares why Wesfarmers is really a play on lithium and why he sold out of Reece despite its gaining traction in the US.
July 2023
Why investors love a Rich Boss – and how to get more of them
The Rich Bosses list reads like a roll of fund managers’ market darlings or private equity’s big misses. It’s all about backing a founder.
June 2023
Woolies and Telstra among leaders as UBS analyses global AI stars
New research from the investment banking giant has revealed a dramatic surge in companies trying to adopt generative AI, with some better positioned to capitalise than others.