A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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ASX Short Interest Weekly (Feb 20th): Zip, JB Hi-Fi, Goodman, CSL, Pro Medicus
We analyzed ASX short interest report for the past week and highlight short interest changes in Zip, JB Hi-Fi, Goodman, CSL, Pro Medicus.
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S&P/ASX Index Rebalance (Sep 2025): New Methodology & The Many Changes
There are 53 stocks that are adds/deletes across the ASX family of indices. There are some surprises and big flow/impact across the changes. Adds...
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S&P/ASX Indices: Proposed Methodology Changes & The BIG September Rebalance
The market consultation ends in 2 weeks, and the conclusions should be announced soon after that. A lot of the stocks have moved significantly over...
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NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
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