A once-popular Australian investment company has fallen out of favour as more investors shift to simpler, lower-fee options, leaving its shares trading below what its holdings appear to be worth. The appeal is a steady stream of cash payouts that could matter more if markets deliver weaker returns—though those payouts may rely on past wins and the manager still has to earn its keep.Read more

Big, headline-grabbing stock launches can pull money out of “safer” places for a while, and that may be part of what’s been weighing on gold lately. Perseus Mining stands out as a profitable gold producer that aims to do well even if gold prices don’t rebound, while still offering a way to benefit if they do.Read more

Barclays trades for less than the net value of what it owns, even though it keeps making steady profits and buying back its own shares. The catch is whether its deal-making and trading swings, past missteps, and new tech rivals keep investors wary—or whether improving efficiency and a supportive economy help rebuild trust.Read more

Korvest makes the unglamorous metal parts that keep big projects running, and it could quietly benefit from the build-out of data centres and communications infrastructure tied to the AI boom. Even if that wave cools, its work across construction, utilities, transport, and resources may help it stay resilient—though project delays and rising input costs can still sting.Read more

Cochlear Limited is an interesting company. It is a medical technology business with a specific focus on implantable hearing solutions.Read more

As a bargain hunter, I often find myself drawn to companies that have been heavily sold off, on the assumption that Mr Market may be acting irrationally and has overshot to the downside. HiTech Group Australia Limited may be one such case.Read more

When considering the hypothetical question of what I would buy in the aftermath of another global financial crisis–type event, a few key criteria come to mind. The ideal company should be financially sound, likely to be indiscriminately sold off alongside other financial stocks and well positioned to recover strongly regardless of the future direction of the economic system.Read more

Paraphrasing Charlie Munger, I would neither buy nor short Tesla, Inc. at present.Read more

Mining equipment represents a major capital expense for mining companies. These machines experience heavy wear and maintaining them can be a substantial undertaking in its own right.Read more