Coinbase acts less like a steady business and more like a high-powered way to bet on whether crypto becomes much bigger over time. If crypto prices and trading activity climb, Coinbase could grow quickly—but a downturn can hit results hard, so it hinges on how confident you are in crypto’s long-term future.Read more

Energy One (ASX:EOL) is a small ASX software business that sits behind a part of the economy most people never think about. It provides the systems energy companies use to run wholesale trading, scheduling and risk, and it pairs that software with operational services.Read more

When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.Read more

Many investors worry that new AI tools will make Adobe less important, but the view here is that its software is still deeply embedded in how creatives and marketers work. The case is that the fear is running ahead of reality, while Adobe’s cash-generating engine and “industry standard” status give it time to adapt.Read more

Take-Two leans heavily on its next Grand Theft Auto release, with pre-orders and fresh updates expected soon—events that could quickly shift how investors see the business. The story also digs into what could go wrong if the launch slips again, and why the company’s wider lineup and in-game spending help soften the blow.Read more