Firmus sought three times its last private valuation. Why the middle of the AI value chain struggles to justify a premium.
Firmus wants a $50bn valuation on a single AI bet. We explain why the discount sits in ASX small cap stocks building the infrastructure.
Large-cap tech momentum is slowing, and capital is rotating into ASX small caps and resources. Here is where the opportunity lies.
The Fund fell 3.01% in July, outperforming its benchmark, as new capital was deployed into financial services at attractive valuations.
ASX small caps trade at a 20% discount to large caps. Datt Capital explains why this gap is a historical anomaly and what will close it.
ASX small companies have fallen amid RBA rate hikes. For Emanuel Datt, the selloff is mechanical, not a signal of weaker fundamentals.
Ready to discuss your investment goals?