
This page is dedicated to uncovering and sparking thoughtful discussion around overlooked investment opportunities—primarily on the Australian Securities Exchange (ASX), with the occasional foray into compelling international markets.
https://www.instagram.com/robbos_equity/Mader Group is a specialist maintenance and technical services provider to mining and heavy industry, best characterised as a supplier of high-skill, outsourced maintenance labour for critical mining and industrial equipment. Over recent years, the company has been a consistent performer, delivering return on equity of around 30% over the past four years.Read more
Jumbo Interactive presents a compelling investment opportunity, with several key metrics indicating that the current share price may be undervalued. Notably, it boasts a strong Joel Greenblatt score of 34 and an attractive dividend yield of 5.4%.Read more
Atlas Pearls is an Australian-listed company operating eight pearl farms across the Indonesian archipelago. It has established itself as one of the world’s leading producers of high-quality white and silver South Sea pearls—a niche luxury product with strong global appeal, particularly in Asia.Read more
Gold is a hot topic at present, following a meteoric rise and a sharp pullback. Not only has the well-documented weakening of the US dollar continued — a trend noted in this commentator’s earlier review of Northern Star Resources — but several cryptocurrencies have also been trending lower over the past six months.Read more
Harvey Norman has long been a staple of Australian retail, operating across furniture, white goods and consumer electronics, and has traditionally been viewed as a slower-growth, blue-chip stock. While the company does maintain an online presence, its large, iconic physical stores remain central to its strategy.Read more
If one thing is clear, it is that the future of global industrial output is increasingly uncertain as economies transition toward electrification, renewable energy and artificial intelligence. Within this shifting landscape, miners such as Iluka Resources (ASX: ILU) — a producer of a range of industrial minerals through its mineral sands operations — occupy a strategically interesting position.Read more
Over the last year, the share price of Procter & Gamble (PG:NYSE) has fallen from around $175 to roughly $140, with most of the decline occurring since March. This weakness may partly reflect layoffs announced earlier in the year amid tariff-related uncertainty, and the stock may now be drifting into oversold territory.Read more
Bad press is a problem for any company, and bad press involving misleading statements and compliance failures even more so. On 3 October 2025, Fiducian Group Ltd (ASX:FID) announced that ASIC had commenced civil proceedings against one of its subsidiaries, Fiducian Investment Management Services Ltd (FIMS).Read more
Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.Read more