equity valuations

Sixteen major Australian & global research reports distilled into one tidy wire for your viewing pleasure!

No free lunches in investing... Can your own behavioural risks inhibit you from being a successful factor investor?

AI overhype fuels market highs and fears of a bubble. Discover why our top picks are poised for long-term growth.

Valuation - the key to investment

Large language models shrink, and become more useful

L1 Capital's Mark Landau takes a value and contrarian approach to the market. These are some of the themes and companies he invests in.

Just a spoonful of sugar helps the medicine go down. Or so we're told. Just don't try to bet on where the RBA will go on Melbourne Cup day

One of three interconnected Shocking Predictions from Coolabah's Chief Investment Officer

What is a stock worth? A poem may help: a cow for her milk, a hen for her eggs, and a stock, by heck, for her dividends.

US Asset Valuations — Stocks vs Bonds: Both stocks and bonds have seen a decent reset in valuations, but where they stand apart is that after a shocking 2022 (one...

Global Equity Valuations: I still find this chart fascinating, it shows US PE10 valuations hovering around what was previously the top end of the range (of the...