by Andrew Baber | Jan 16, 2026 | Hatchings
Hatchings JANUARY 2026 – ISSUE 27 a ticket to play or long-term driver of growth The first wave of AI profits has gone overwhelmingly to those selling the picks and shovels. The obvious winners to date are the hardware and infrastructure players – (e.g. Nvidia,...
by Andrew Baber | Dec 15, 2025 | Hatchings
Hatchings NOVemBER 2025 – ISSUE 26 November Reporting Season Wrap Quality Growth Names on Sale The abridged November reporting season has delivered a mix of resilience and volatility across Australian growth stocks. Despite strong operational performance from...
by Andrew Baber | Nov 24, 2025 | Hatchings
Hatchings NOVemBER 2025 – ISSUE 25 CSL Ltd: ‘A culture of operational excellence’ until…… History CSL Ltd (CSL) started its life as the Commonwealth Serum Laboratories in 1916, initially focused on vaccine and anti-venom manufacturing. In 1952 the...
by Andrew Baber | Sep 15, 2025 | Hatchings
Hatchings AUGUST 2025 – ISSUE 24 August 2025 Reporting Season The 2025 August Reporting Season again led to earnings revisions. The FY 2026 Estimated EPS Growth for the S&P ASX300 was downgraded by 110bps1, which directionally is typical but somewhat above...
by Andrew Baber | May 30, 2025 | Hatchings
Hatchings MAY 2025 – ISSUE 23 Corporate Governance and the Importance of Succession Planning in Founder-led Companies with Key Person Risk. Author: Platypus Asset Management WiseTech Global Ltd and XERO Ltd The corporate governance debacle at WiseTech Global Ltd...
