Insurance brokers ride the wave
Premiums have been rising in recent years and Australia's insurance broking groups have been making the most of it, but we're wary that conditions could get tougher from here.
CSL's unsung protein
Albumin is a small slice of sales now, but growing demand and high margins are a winning recipe.
Ferguson a bigger, cheaper Reece
Reece's North American competitor looks well set-up to continue winning market share.
NAB, ANZ, Westpac: Interim results 2023
Three of the big four have just reported big profit increases, but it's going to get tougher from here.
Macquarie: Result 2023
Macquarie produced another great result, but this could be as good as it gets.
KKR: Profits at the gate - pt 2
Compared to local fund managers, KKR has a better track record and a cheaper price.
Mirvac & Stockland: no more office parties
As interest rates rise, do Australia's unloved property developers finally offer good value?
Omni Bridgeway delays again
The litigation funder has reported another slow quarter for case completions - as ever, though, management believes better returns are around the corner.
Alphabet by the numbers - Pt 2
AI is coming for Google's search engine profits. How it responds will determine its future.
Seek shows the way
Increasing yields should drive strong revenue and profit growth over the next five years, but much depends on the underlying economic conditions.
Star Entertainment's dimming forecast
As the risks increase, now is not the time to double down on this casino stalwart.
Vitura: virtual cannabis store
With a flashy digital platform, Vitura leads an industry ripe for the picking.
KKR: Profits at the gate - Pt 1
The rejuvenated and possibly reborn barbarians are ready for their next conquest
Elanor teams up with Challenger
This small, but high-performing property fund manager has just got a lot bigger.
Fairfax Financial: Canada's Berkshire Hathaway
Buffett's northern neighbour isn't a household name yet. And that's the opportunity.
Five reasons to buy Floor & Decor
Using competitor Home Depot's playbook, this American flooring chain could be the next category killer.
Mastercard and Visa a global tax office in disguise
These two companies levy a tax on global economic activity, and there's almost nothing anyone can do about it.
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