stock-spotlight
64 consecutive years of dividend increases. Two lean, high-margin businesses post-Kenvue. A litigation cloud the market has largely priced. Here is what JNJ actually is today — and why it quietly sits in more SMSF portfolios than most advisers realise.
stock-spotlight
Berkshire Hathaway paid ~USD 1.3 billion for Coca-Cola in 1988. That position is now worth ~USD 34 billion. The real question isn’t why Buffett bought — it’s whether the thesis still holds in 2026.
stock-spotlight
Costco’s profit doesn’t come from the rotisserie chicken. It comes from the membership fee you pay before you walk through the door — and 93% of US members keep paying, year after year.
stock-spotlight
The empire is already integrated in everything but name. No signed deal, no SEC filing — but 52% odds on Kalshi, 80% from Wedbush, and a SpaceX IPO that just made the maths dramatically cheaper. Here’s every theory on the table.
stock-spotlight
Most Australians think McDonald’s is a fast food company. It is not. It is one of the largest property owners on earth, with a business model so structurally resilient that the food itself is almost beside the point. Here is what you are actually buying.
stock-spotlight
Visa isn’t a bank. It takes zero credit risk, earns on every transaction — boom or bust — and sits at the centre of every tap, swipe, and online checkout on earth. Here’s how the machine actually works.
stock-spotlight
Meta’s CTO says morale is near the worst in 20 years. The stock is down 12% YTD. And yet the financials tell a different story — one of a deeply undervalued hyperscaler hiding in plain sight.
stock-spotlight
MSFT is down 19% year-to-date at $390.74 (approximately A$554.60) — a rare discount on a business printing 39% profit margins and committing $80B in annual AI CapEx. Value entry or structural headwind? We break it down.
stock-spotlight
SpaceX is going public on Friday at $135 a share and a $1.77 trillion valuation — the biggest IPO ever. The S-1 reveals a profitable rocket company, a wildly profitable satellite business, and an AI division bleeding billions. Here’s what the price actually buys you.
stock-spotlight
AI Hyperscalers Series: GOOGL (Part 1), MSFT (Part 2), META (Part 3). Three companies spending $200B+ yearly on AI infrastructure. Does the capex turn into earnings growth — or just fuel Nvidia? Part 1 examines Alphabet’s Cloud momentum, Search economics, and the real cost of building at scale.
stock-spotlight
Tim Cook is out. John Ternus is in. Apple just hit an all-time high. But at 38x trailing earnings, near-peak AI lag, and a CEO transition the market doesn’t fully understand yet — is AAPL a buy, hold, or reassess?
stock-spotlight
The Tesla bull case has never been about cars. Institutions know this — and they’re still not pricing it in. Here’s a clear-eyed look at the five theses, the real risks, and why retail conviction might actually be ahead of the smart money.