How do structural moats determine which software businesses are most vulnerable to the AI-native challenger wave
Expectations have reset, but the fundamentals haven’t. Here’s where this fundie is finding value.
The Eiger team share their market insights in these short video interviews with Ausbiz.
As the Small Ords barrels toward a record high, Eiger’s Rachel Thomson shares her take on what’s driving the rebound –
and where she sees the strongest opportunities from here.
We take a deep dive into Navigator Global Investments (ASX: NGI), exploring its transition from operating hedge funds to buying minority stakes in the managers themselves.
Faster procurement cycles have increased the quality of defence company earnings but require firms to be increasingly agile. We are prioritising investing in companies with strong track records of innovation, fast commercialisation, and new product development.
Stephen Wood, featured in the AFR, spotlights Zip Co’s US growth, two standout mineral stocks, and where he sees opportunity in small caps.
As the 2025 financial year fades into the rear-view mirror, the approaching August reporting season casts a spotlight on a fundamentally altered Australian small cap landscape.
Our latest analysis reveals that while overall market volatility has returned to pre-COVID levels, intra-month price swings are still high. Markets may seem calmer on the surface, but there’s plenty going on underneath.
