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At A$219.394 per share, Macquarie Group (ASX: MQG) appears reasonably valued based on its current operating performance. Macquarie reported FY26 net profit of A$4.85 billion, an increase of 30% from FY25, while net operating income increased by 13% to A$19.48 billion.Read more

Ubisoft’s recent shake‑up and sell‑off leave it priced like a broken business, even though a major deal with Tencent puts a much higher value on some of its best-known game franchises. The bigger story is whether cloud streaming rights and a new company structure can unlock that value—or whether losses, control issues, and strikes keep it stuck.Read more

Apple is a fantastic company for having perfected the design and hardware of our various tools—computers, smartphones—all with software designed in the 2000s to maximize their capabilities. What does the future hold for this company?Read more

Moody's Corporation is a regulatory-moated oligopoly wrapped in a compounding software business. The MIS ratings franchise holds the most durable structural position in financial services: NRSRO designation is a legal prerequisite for capital adequacy calculations in virtually every major financial market globally, the duopoly with S&P has been unbroken for over four decades, and the proprietary century-old default database cannot be replicated at any cost.Read more

At A$21.897 per share, Perpetual Limited (ASX: PPT) appears reasonably valued based on its current operating performance, the planned sale of its Wealth Management business and the recent takeover proposal. Using approximately 113.3 million shares on issue, the assessed price values Perpetual’s shares at around A$2.48 billion.Read more

Aurinia bets on one drug for lupus kidney disease, and that narrow focus is starting to look more like discipline than a weakness as doctors use it more and insurance coverage settles. The big question is whether new regions can add growth before competition, pricing pressure, or its thin pipeline catches up.Read more

Stock market information for Accenture plc (ACN) Accenture plc is a equity in the USA market. The price is 139.06 USD currently with a change of 1.85 USD (0.01%) from the previous close.Read more

Copart is a compounding machine wearing the clothes of a salvage yard. It has built the only infrastructure on earth — a two-sided digital marketplace spanning 1M+ registered buyers in 190+ countries, anchored by owned physical storage across 21,000+ irreplaceable acres — capable of converting an insurance industry's inconvenient problem (the totaled car) into global liquidity at scale.Read more

MercadoLibre looks like it’s burning cash, but much of that is tied to building its fast-growing lending business rather than a weakening core platform. The real question is whether this lending push turns into a self-funding engine or a permanent drain—and the next results could swing the story either way.Read more