Here’s it’s defensive and why there is still good upside…

A post mortem on a strategy that succeeded more from luck than good design…

Cloud enterprise stocks have a powerful position in American society, and the way things are going, power will be all that matters…

When the going gets weird, the weird turn pro.

Temple & Webster Group (ASX: TPW) shares have performed strongly as the company has benefitted from social distancing and improved profits.

Short-term revenue falls haven’t held back IDX’s acquisition multiple arbitrage growth model, or its share price.

Does the hype about retail day trading signal the end of the rebound?

Reflections on the volatility and a stream of consciousness rumination on 5 stocks I like now.

Kip McGrath has seen a massive increase in online tutoring…

The current macro-economic settings makes it easy for bad creditors to borrow, and even easier for resilient well-run businesses with secular demand tailwinds.

The Appen Ltd (ASX: APX) share price is trading slightly lower after it announced significant insider share sales.

Volpara (ASX: VHT) has a winning product but its pattern of expanding through acquisitions funded by capital raises poses questions for long-term investors.

Ava Risk Group (ASX: AVA) consists of three different businesses and has a complex corporate history, but may offer an asymmetric payoff for investors.

Open Learning (ASX:OLL) has put out a rather limp and vague announcement. The share price is up but I am downgrading my view of the company and planning to sell.

4 US stocks and 1 Dutch stock make up my international portfolio. Here’s why.

Energy One Limited (ASX: EOL) will reward small shareholders by issuing them shares at a price of $2.20 each, delivering them a hypothetical instant profit.

Reece Ltd (ASX: REH) is my favourite of these 5 stocks, all of which saw directors buying shares recently…

Watch Rudi, David and Claude talk about Objective Corporation Ltd (ASX: OCL) and Dicker Data Ltd (ASX: DDR) among others…

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Here’s what I’m buying (more of) on Monday!