The Australian: Firmus collapse a warning sign as AI bubble fears grow

Daniel Martin on why the market dodged a bullet when the Firmus float fell over, and why we’re looking for opportunities outside the crowded AI trade.

Livewire Markets: Firmus hype, CBA headwinds and Sonic’s earnings problem

Chris Scarpato on how the conditions behind CBA’s long run as a compounder are no longer as favourable.

Ausbiz: The infrastructure bargains worth building into

Alvia Portfolio Manager Daniel Martin explains why we see value in Aurizon and Woodside while the market looks elsewhere.

Livewire Markets: 7 steady ASX compounders with fundies’ tick of approval

In Livewire Markets' look at ASX steady compounders, our portfolio manager Chris Scarpato explains why we start with cash flow and how News Corporation and ResMed fit.

Stockhead: Investors face a bond horror show amid a ‘seismic shift’ in rate expectations

With inflation running well ahead of expectations and the RBA set to hike again, Daniel Martin explains why tight refining capacity, not the crude price, is what keeps pressure on prices.

SBS News: Daniel Martin on why the oil price isn’t the problem

Daniel Martin joined SBS to explain why refining capacity, not the oil price, is the number that decides where Australian inflation settles.

Ausbiz: Why Chris thinks it could be time to buy CSL

CSL has fallen 50% over the past year but rallied 25% in the last month, and Chris Scarpato thinks the market is still underestimating the strength of its core plasma and vaccine businesses.

The Australian: Where smart investors forged fortunes last financial year

Josh Derrington on why FY26 punished quality and diversification, and why he thinks the SpaceX listing marks the start of a rotation back the other way.

The Australian: Brisbane fund manager flags SaaS value after chip sell-off

Daniel Martin on why the chip sell-off was quietly lifting the software names most investors had given up on.

Livewire Markets: You’re fired! 7 ASX stocks to fire, 7 to hire before 30 June

The market is pricing CSL for terminal decline, but we see a quality global healthcare franchise on sale.

SBS News: Daniel Martin on Markets, Oil and the Quality Opportunity

Daniel Martin joined SBS Australia's On the Money to break down the ASX rally, the implications of the US-Iran interim deal, and why the quality factor may be the most overlooked opportunity in markets right now.

Ausbiz: Daniel Martin on capital allocation machines

Daniel Martin walks through Alvia's framework for identifying long-duration compounders, and the three businesses he sees as standout examples right now: Mineral Resources, Nick Scali and Constellation Software.