Margin Call

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Margin Call

Data centres and the new capital cycle

ANALYSIS: Will the flood of money now pouring into the sector still earn adequate returns once competition intensifies and the economics of AI become clearer?

Tobias Newton Tue, 21 Apr 2026

Margin Call

Who will buy the NZ government’s debt?

Margin Call

The importance of beholding earnings (expectations)

Margin Call

Nvidia, inference design, and OpenClaw: black swan event

Margin Call

Software’s AI reckoning: The case for selectivity

Margin Call

SaaSacre – buying opportunity or great value destroyer?

Margin Call

Who will buy the NZ government’s debt?

ANALYSIS: Or, how can policies keep debt on a sustainable path so investor confidence remains intact?

Quin Casey Tue, 14 Apr 2026

Margin Call

The importance of beholding earnings (expectations)

ANALYSIS: The trend in earnings revisions can be a powerful tool to overlay on an investment process

Nicholas Bagnall Tue, 07 Apr 2026

Margin Call

Nvidia, inference design, and OpenClaw: black swan event

ANALYSIS: Every software business has been quietly avoiding the question of who owns the interface between the user and the software they use.

Tim Chesterfield Tue, 31 Mar 2026

Margin Call

Software’s AI reckoning: The case for selectivity

ANALYSIS: The market has treated deeply entrenched incumbents in much the same way as commodity platforms with shallow customer relationships. That is where the opportunity lies.

Nicholas Simmons Tue, 24 Mar 2026

Margin Call

SaaSacre – buying opportunity or great value destroyer?

ANALYSIS: The risk is not near-term collapse; it’s long-run erosion in pricing power and premium economics.

James Cameron Tue, 17 Mar 2026

Margin Call

Where to hide from the AI storm

ANALYSIS: Understanding exactly what you own, and why, is the most reliable edge an investor has.

Tue, 10 Mar 2026

Margin Call

Pricing for growth or maximising profit?

ANALYSIS: It’s important to consider whether current profits are being boosted at expense of future growth or company is reducing current profitability for a healthier long-term outlook.

Nicholas Bagnall Tue, 03 Mar 2026

Margin Call

SaaS: Architecture of impermanence – end of easy-growth era

ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.

Tim Chesterfield Tue, 24 Feb 2026

Margin Call

China’s growth cooled late 2025; what NZ investors can expect

ANALYSIS: Keeping a watching brief on the Chinese economy is prudent.

Øyvinn Rimer Tue, 17 Feb 2026

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Margin Call

Data centres and the new capital cycle

Who will buy the NZ government’s debt?

The importance of beholding earnings (expectations)

Nvidia, inference design, and OpenClaw: black swan event

Software’s AI reckoning: The case for selectivity

SaaSacre – buying opportunity or great value destroyer?

Who will buy the NZ government’s debt?

The importance of beholding earnings (expectations)

Nvidia, inference design, and OpenClaw: black swan event

Software’s AI reckoning: The case for selectivity

SaaSacre – buying opportunity or great value destroyer?

Where to hide from the AI storm

Pricing for growth or maximising profit?

SaaS: Architecture of impermanence – end of easy-growth era

China’s growth cooled late 2025; what NZ investors can expect

Wayne Brown: we don’t need ‘world class’, we need ‘affordable’

Liquidations climbing, as 769 construction firms hit the wall

Trade Minister expects India FTA to get better over time

NZME board questioned over CEO’s pay, succession plans

Public deserves better than anonymous speculation on PM’s future

Fire code: Pouring cold water on a sprinkler ‘in every home’

Green Party pushing to reduce dependence on fossil fuels

McLean’s Mansion’s unexplained valuation increase

Legal profession opposes proposed anti-money laundering levy

NZ’s agritech sector needs ‘workhorses, not unicorns’

ComCom needs more powers to regulate supermarkets, observers say

Wealthy Sydney suburb recruits Kiwi bus drivers