[BUY] Life360 (ASX: 360) – The Market Sold a 38% Revenue Quarter
Life360 delivered one of the more contradictory quarterly results of the year on 11 August, growing revenue 38% to US$159m and adjusted EBITDA 53%...
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[BUY] Breville Group (ASX: BRG) – The Coffee Fear Is Priced In, The Margin Recovery Is Not
Breville Group is one of the better businesses listed in Australia, and for the past year the market has treated it like a problem to be managed....
[BUY] BlueScope Steel (ASX: BSL) – Capex Peaks and Cash Flow Inflects
BlueScope Steel closed at A$32.00 on Friday, which is more than the takeover the board rejected in February was actually worth to a holder once the...
[BUY] Aristocrat Leisure (ASX: ALL) – A Billion-Dollar Interactive Path
Aristocrat Leisure used its 2026 Investor Day to set out how it turns its Interactive arm into a billion-dollar business, and the plan is credible...
[BUY] ResMed (ASX: RMD) – Growth Levers in Place for a Re-Rate
ResMed has drifted lower over the past two months even as the operating story has quietly improved. We are reiterating our Buy view on the stock....