The bottom line: We maintain our fair value estimate for wide-moat Microsoft at $600 per share. We raised our Azure growth by about 100 basis points annually, which was offset by higher capital ...
Stake’s newly released 2025 Ambition Report aims to shed light on the emotional barriers that prevent people from investing. The report reveals that although a lack of capital is cited as the top ...
Big market moves are becoming more common, with large gains in September carrying over into October.
Why it matters: Selling electric vehicles is Tesla’s largest business. The expiration of the US EV tax credit in September is ...
Australian inflation is higher than expected, more falls for the beleaguered CSL, and WiseTech shares drop after offices are ...
Empowering advisers with thought-provoking, independent research. Our broad forward looking qualitative coverage is driven by investment merit and adviser/investor demand. Our quantitative coverage ...
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