Stock Analysis

Tech Retreats as SKS and Megaport Erase SaaS Gains

Paper Mandate Market & Portfolio Commentary | 17 July 2026

Jul 17 • The Paper Mandate

Coles to Fetch Greencross for $4b. Canaccord's 90% Upside for PC2. XRO CEO $7.6m Tax Sell.

Paper Mandate Market & Portfolio Commentary | 13 July 2026

Jul 13 • The Paper Mandate

Investment Research From Scratch - Part 2

Model Structure, Colours & Formatting, Data Collection

Jul 5 • The Paper Mandate

Investment Research From Scratch - Part 1

A Practical Journey of Investment Research

Jun 18 • The Paper Mandate

Life Sciences Software w/ 80% Margins | Veeva Systems (VEEV:NYSE)

Veeva Systems provides critical life sciences software with 80% margins. Trading at an attractive price to intrinsic value.

May 13 • The Paper Mandate

45% CAGR from Copper Pureplay | Sandfire Resources (ASX:SFR)

Sandfire Resources: the copper miner that kept performing

Apr 12 • The Paper Mandate

Structural Housing Market Tailwinds | Helia Group (ASX:HLI)

Australia LMI business with strong fundamentals and a credit tailwind

Apr 12 • The Paper Mandate

A Staple Diet in a Large Cap | Metcash v Coles

Sometimes stock analysis leads you elsewhere.

Apr 12 • The Paper Mandate

8% Yielding Global Infra Exposure for 10 years - Atlas Arteria (ASX:ALX)

Alternative Toll-Road player to Transurban

Apr 12 • The Paper Mandate

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