Thesis TrackerA First Guardian compensation bill and AI disruption fears hit the stock hard, but record inflows and a new Morgan Stanley deal are rebuilding the growth case.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,652 comments from 165 managers on 765 companies, snapshot 31 Oct 2026.
A First Guardian compensation bill and AI disruption fears hit the stock hard, but record inflows and a new Morgan Stanley deal are rebuilding the growth case.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,652 comments from 165 managers on 765 companies, snapshot 31 Oct 2026.
