Thesis TrackerA private equity approach came and went, an AI-disruption panic cut a quarter of the value, and a rival's takeover bid reminded the market why brokers matter.
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.
11,735 comments from 165 managers on 766 companies, snapshot 31 Oct 2026.
A private equity approach came and went, an AI-disruption panic cut a quarter of the value, and a rival's takeover bid reminded the market why brokers matter.
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.
11,735 comments from 165 managers on 766 companies, snapshot 31 Oct 2026.
