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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

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SaaSacre – buying opportunity or great value destroyer?

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Where to hide from the AI storm

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Pricing for growth or maximising profit?

Margin Call

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

Margin Call

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

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Ryman looks like a classic value trap

ANALYSIS: If you think a company must be ‘value’ because its share price is down 50%, look again.

Stephen Bennie Tue, 07 Feb 2023

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China on the mend

ANALYSIS: The reopening of China will likely have far-reaching impacts for many Kiwi companies.

Oyvinn Rimer Tue, 31 Jan 2023

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The lucky country

Analysis: Australian sharemarket shines globally.

Jason Lindsay Tue, 24 Jan 2023

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Investment opportunities emerge in 2022’s aftermath

ANALYSIS: Growth companies’ share prices came under fire in 2022, but strong returns are the reward when pessimism proves unjustified.

Matt Peek Tue, 17 Jan 2023

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Fads attract cads

ANALYSIS: Try to invest with management teams truly focused on adding value over the longer term and weed out short-term opportunists.

Nicholas Bagnall Tue, 20 Dec 2022

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Micro or mega cap, which is the most attractive?

ANALYSIS: Small cap investing has been challenging in 2022, so what differentiates market cap levels for investors?

Stephen Bennie Tue, 13 Dec 2022

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Investing lessons learned from lost decades

ANALYSIS: Pay attention to lessons from past, look to invest in underappreciated secular trends.

Chris Di Leva Tue, 06 Dec 2022

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Let’s talk about sin stocks

ANALYSIS: As awareness of ethical investing grows, consider historical outperformance of ethically murky stocks.

Paige Hennessy Tue, 29 Nov 2022

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Rising interest rates see gravity return to financial markets

ANALYSIS: With gravity again applying its traditional force on asset prices, investing may be a harder slog in years ahead.

Ashley Gardyne Tue, 22 Nov 2022

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Analysis

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Margin Call

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

Ryman looks like a classic value trap

China on the mend

The lucky country

Investment opportunities emerge in 2022’s aftermath

Fads attract cads

Micro or mega cap, which is the most attractive?

Investing lessons learned from lost decades

Let’s talk about sin stocks

Rising interest rates see gravity return to financial markets

Large fruit exporter said to be facing ‘cash crunch’

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

Nook clients awarded $114,000 after company misrepresented build

Willis rejects further changes to personal tax thresholds

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

RBNZ risks repeating Covid-era mistakes on Iran, academic warns

The real meaning of energy security

Mitigating a fuel crisis as long as a piece of string

Halter touting new valuation of more than $3.4 billion

Opportunity Party names election candidates

When a kill chain refusal becomes a supply chain risk

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