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7 October 2025
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The next generation of wealth creation is likely to emerge from founder influenced firms that combine scalable models with long-term alignment. Four signs can alert investors to these companies before the crowds.
The magnitude of founder Jensen Huang’s selldown may seem small, but the signal is hard to ignore. When the person with the clearest insight into the company’s future starts cashing out, it’s worth asking why.
Founder-led companies often attract investors due to leaders' personal stakes and long-term vision. But founder presence alone does not guarantee success, and the challenge is to identify which ones will succeed in the long term.
Eight of the ASX's top 10 stocks are more than a hundred years old, while in the US there's just one. It points to our market being filled with low-growth dinosaurs compared to the US where innovation and renewal rule.
Successful companies depend on management decisions, with bold choices, long-term vision, and calculated risks driving growth. Luxury brand, Hermès, exemplifies this, resulting in it creating immense shareholder wealth.
In this exclusive interview, Graham Turner talks about how Flight Centre went global, what he's learned from key mistakes, the way he uses psychology to build the right teams, and his criteria for making acquisitions.
Much has been written about Graham Turner’s career and how he grew Flight Centre from a single shop in 1982 to a global company. In an exclusive interview, he shares the obstacles he's overcome to get to where he is today.
Jack Gance is one of Australia's most successful entrepreneurs having built two market leaders from scratch. Here is the story of how he founded Chemist Warehouse and expanded it into today's retailing behemoth.
Jack Gance is a rare entrepreneur who’s created two market-leading businesses from scratch. He reveals how he started with limited capital, how he scaled up with innovative marketing and the lessons learned.
The FTX story has it all: fraud, greed, lust, large financiers and political connections. For Australian investors, it might seem the drama is too surreal to have any relevance, yet we think there are lessons to take away.
Barry Lambert’s lessons apply not only to business, but to life and are an insight into the behavioural differences which make founder-led companies a special hunting ground for investors.
The success of companies such as Starbucks, Amazon, and Google is a result of a talented and dedicated founder leading the way. Their long-term vision drives innovation and pushes past set-backs along the way.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.
An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.
LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.
Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?
Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?
This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.