TMS likes to buy and hold. Up to 70% of its portfolio is made up of picks it made when it was established two decades ago - including CSL, Soul Patts and Brickworks.
Altium
ASX:ALU
Altium’s $9.1 billion takeover is being offered up as evidence Australian tech companies can succeed on the local market – and investors hope there’s more to come.
The deal represents one of the largest all cash cross-border transactions in ASX history.
Software was eating the world. Now AI is eating software - including on the ASX.