Guzman y Gomez (ASX:GYG) has reported its half-year results, exceeding the market’s expectations for revenue by two per cent ...

The largest position in The Montgomery Fund’s portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of Australia (ASX:CBA), purchased back when the price was below $78 per ...

Telstra’s latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control ...

This week, I joined David Taylor on ABC PM to discuss the Reserve Bank of Australia’s latest rate cut and why bank customers should take action. Many of us are effectively lending money to banks for ...

More than a third of Australia’s market cap has reported and the initial picture is encouraging. So far, companies delivering better-than-expected earnings have outnumbered those falling short by a ...

Wesfarmers (ASX:WES) delivered a solid set of half-year results for financial year 2025, exceeding market estimates at the earnings-before-tax (EBT) level and marginally at the top line. Strong ...

I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of ...

From the first days of this blog, back in 2009/10, we have been writing about ARB Corporation (ASX:ARB), classifying it as ...