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Margin Call
2

SaaSacre – buying opportunity or great value destroyer?

Margin Call
3

Where to hide from the AI storm
Margin Call

Pricing for growth or maximising profit?
Margin Call
8

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

China’s growth cooled late 2025; what NZ investors can expect
Margin Call
2

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
3

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
8

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
Margin Call

FPH and CSL: A tale of two healthcare heavyweights

ANALYSIS: While FPH’s premium may prove justified, CSL’s discount increasingly embeds a pessimism that may already account for more than the business ultimately delivers.

Jonty Nattrass Tue, 10 Feb 2026
Margin Call

Rio Tinto-Glencore: Will this time be different?

ANALYSIS: Consolidation likely continues as a key theme for miners, but will shareholders benefit?

Robbie Urquhart Tue, 03 Feb 2026
Margin Call
2

What is the downside risk for US equities?

ANALYSIS: It’s important investors making decisions about allocating funds to US or global equities, and fund managers managing portfolios of global equities, do so with an awareness of the downside risks.

Nicholas Bagnall Tue, 27 Jan 2026
Margin Call
3

Investment, infrastructure, inference, big money players

ANALYSIS: Summing up the direction of AI in 2026.

Tim Chesterfield Tue, 20 Jan 2026
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Primary Industries

Large fruit exporter said to be facing ‘cash crunch’
Economics
6

Short-lived disruption ‘can and should’ be looked through: RBNZ
Law

Nook clients awarded $114,000 after company misrepresented build
Politics
5

Willis rejects further changes to personal tax thresholds
Investment

KMD Brands rejects Stokehouse proposal as it ‘creates no value’
Economics
1

RBNZ risks repeating Covid-era mistakes on Iran, academic warns
Hunter’s Corner
14

The real meaning of energy security
Last Word
9

Mitigating a fuel crisis as long as a piece of string

Tech & Innovation
8

Halter touting new valuation of more than $3.4 billion
Politics
7

Opportunity Party names election candidates
Shoeshine
7

When a kill chain refusal becomes a supply chain risk
Law
7

Du Val BTR investors can expect 41c in the dollar return
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