The top 20 ASX companies with the highest short-sold positions General observations comparing today to 9 months ago 8 stocks remain in the top 20 today that were in the top 20 back then. Themes remain similar In Feb there were 3 Uranium stocks in the top 20. Today there are still 3. In Feb …
Tabcorp Holdings (ASX:TAH) 2025 AGM Presentation Summary
October 2025 | Website: https://www.tabcorp.com.au Overall Report Tone Tabcorp Holdings (ASX: TAH) delivered a substantial turnaround in FY25, showing strong revenue and earnings growth, improved operational efficiency, and a clear execution strategy to become a structurally profitable omnichannel wagering business. Management expressed confidence and momentum heading into FY26, driven by strategic reforms, leadership renewal, and …
Kinatico (ASX:KYP) 2025 AGM Presentation Summary
October 2025 | Website: https://www.kinatico.com Overall Report Tone The Q1 FY26 update from Kinatico (ASX: KYP) signals strong operational momentum, driven by accelerating SaaS revenue growth and improved profitability, all while maintaining a debt-free balance sheet. The company’s strategic focus on small to medium business (SMB) markets and the launch of its compliance marketing initiative …
Cobram Estate Olives (ASX:CBO) Analysis
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Electro Optic Systems (ASX:EOS) Analysis
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FY25 Results Season Performances
Baby Bunting (BBN) Sector: Consumer Cyclical | Industry: Specialty Retail Baby Bunting Group Limited is Australia’s largest specialty retailer of baby goods, offering a comprehensive range of products and services for infants and parents. BBN Broker Price Target: $2.74 (previous $1.775) – BUY Tabcorp (TAH) Sector: Consumer Cyclical | Industry: Gambling Tabcorp Holdings Limited is a diversified gambling entertainment company, operating …
Forensic Analysis: Motio ASX:MXO
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Forensic Analysis: Genesis Minerals ASX:GMD
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Genesis Minerals ASX:GMD FY25 Results
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Presentation: When Do I Sell?
In this presentation — When Do I Sell? — I explore why selling is the hardest part of investing. We’ll look at the many reasons investors sell, the common pitfalls we’ve all fallen into, and then I’ll share the framework I use today. I support this with recent examples of stocks I’ve sold, and finish …
Forensic Analysis: Macquarie Group ASX:MQG
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Quality Model Update 12
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Audinate – A Quick Glance
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CSL – Growth for Growth’s Sake?
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Forensic Analysis: Cuscal ASX:CCL
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Today’s Thought 10/7/2025
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Forensic Analysis: Kinatico ASX:KYP
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Forensic Analysis: Amplitude Energy ASX:AEL
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Clarity Pharmaceuticals – A Potential Timeline
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Forensic Analysis: Findi ASX:FND
📅 July, 2025 🌐 Website: https://findi.co/ Here is a forensic financial analysis of Findi (ASX:FND), based on its FY25 Annual Report (year ended 31 March 2025). 📊 Balance Sheet Risk Indicator Status Comments Goodwill >25% of Assets 🔴 Goodwill = $39.7M; Total Assets = $323M → 12% from Tata/BankIT acquisitions, but intangible assets overall ~$62M (19% …
