We examine the consecutive year performance to test the theory that this year’s losers will be next year’s winners. We looked at all operating companies trading on the ASX with a market cap of at least $100 million on the 1st January 2023 and compared the change in market cap during 2023 against their year-to-date growth (16th December 2024) to see if there was a negative correlation between the change over each time period.

Venn Brown initiates coverage of Artrya a Perth based developer of Salix, an AI-driven diagnosis imaging solution for coronary artery disease. Chasing a total addressable market of $3 - $4 billion which is growing at more than 14% per year, Artrya's business model is highly leverageable. Trading at a fraction of fair value we see substantial upside potential for the business.

The September quarter was Australia’s seventh consecutive quarter of negative GDP per capita growth, the longest negative period on record. Since September 2022, eight quarter of last nine quarters have had negative GDP per capital growth.

Venn Brown sat down with Michael Kotsanis, CEO of Acrux, to discuss the company’s growing portfolio of generic topical pharmaceuticals, FDA approvals, portfolio strategy, market size, the path to positive cash flow and the growing pipeline of drugs.

Over 24 years, your daily coffee habit is costing you $42,200 in lost passive value. Your daily sushi habit costs nearly $130,000 in lost passive value over the same period..

We modelled three investment strategies to measure the impact market timing has on long-term investment performance. The three investment strategies invested $1,000 annually into the ASX All Ordinaries Index from 2001 to 2024.

Since the beginning of 2022, there has been a complete bifurcation of the returns of large and small-cap segments of the ASX. On a market-weight basis (see Table 1), the top 100 companies have seen an overall price increase of +10.5%, compared to a -14.7% decline in the value of the micro-small cap stocks.

Venn Brown sat down with Brent Barnes, CEO and Managing Director of LBT Innovations, to discuss the company’s pivot into environment monitoring in the pharmaceutical manufacturing space, the launch of their new instrument, the AstraZeneca purchase, market size, the outlook of the pipeline, and the path to being cash flow positive.

Venn Brown sat down with Marty Dillion, CEO and Managing Director of medical device company TruScreen. We discussed TruScreen’s AI-driven real-time cervical cancer screening device, the recurring revenue model, international markets, and the path to cash flow positive.

The June quarter was Australia’s fifth consecutive quarter of negative GDP per capita growth. Indeed, since September 2022, Australia has only recorded one quarter of positive GDP per capital growth.