Firmus wants a $50bn valuation on a single AI bet. We explain why the discount sits in ASX small cap stocks building the infrastructure.
Datt Capital's Head of Research explains the drivers of lithium's rally, the supply outlook, and the main risks. Read more below.
Emanuel Datt on ASX reporting season dispersion, why Bravura Solutions outperformed and online retail names like Temple & Webster disappointed.
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 2.36% in July on energy and healthcare softness, and used the pullback to add to growth and energy positions.
The Fund fell 3.01% in July, outperforming its benchmark, as new capital was deployed into financial services at attractive valuations.
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