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The Greatest Hedge Fund Available to Retail Investors. PGA1 ASX Deep Dive
Plato Global Alpha is a hedge fund style global long short engine wrapped in an ASX ETF. It aims to beat MSCI World by 4% a year after fees, and so far has smashed that target. This is not an income product, it is a high octane satellite for investors who want pure capital growth and can live with equity risk, leverage and performance fees.

Ben Rowan
2 days ago7 min read


UiPath: a small bet on a big automation payoff
UiPath is a high margin automation platform with slowing growth but strong cash flow, offering high risk, long term upside for patient investors.

Ben Rowan
Nov 178 min read


Meta Q3 2025 Earnings Report: spending into advantage
The bet is compute. Capex now, better ads later. Watch free cash flow and EU policy. Buy call with a $650 12 month target.

Ben Rowan
Nov 125 min read


IREN: Quietly building the next AI cloud backbone
Iris Energy (NASDAQ: IREN) has evolved from a Bitcoin miner into a serious AI infrastructure player. With a $9.7 billion Microsoft contract, NVIDIA partnership, and growing data halls across Texas and Canada, IREN is positioning for scale. This analysis breaks down the shift, the balance sheet strength, and the milestones that will determine if it becomes a self-funding AI powerhouse.

Ben Rowan
Nov 117 min read


Duolingo after Q3: why a beat sold off, what leadership is signalling, and how the next leg sets up
Duolingo delivered a clean Q3 beat, raised full-year revenue, and still sold off as Q4 bookings guidance reset expectations. That is not a broken story, it is a sequence shift. Management is funding teaching quality to harden retention and pricing power, while DAUs and paid subscribers keep climbing. The multiple has compressed, the engine is intact, and the path to durable free cash flow is getting clearer for buy-and-hold investors.

Ben Rowan
Nov 95 min read


From Trust to Survival: Why Investors Keep Turning to Gold, Silver, and Bitcoin
People do not buy gold, silver, and bitcoin only to get rich. They buy them to stay solvent when the system bends. Each asset taps...

Ben Rowan
Sep 257 min read


Is SoFi the Future of Digital Banking, or Just Another Overpriced Fintech?
SoFi is no longer just a lender, it is building the operating system for a customer’s entire financial life. With deposits compounding rapidly, revenue per member climbing, and membership approaching 12 million, the company has reached true bank scale. Yet the stock already trades at a premium, with analyst targets split between $6 and $31, underscoring the debate around its future. Our report breaks down the moat, the risks, and the path to value creation.

Ben Rowan
Sep 247 min read


Google Equity Report: Undervalued by $3 Trillion.
FULL EQUITY REPORT ON ALPHABET (GOOG:US) Click Here Alphabet’s latest numbers and trends make a strong case for the stock. The full...

Ben Rowan
Sep 171 min read


Why a Market Correction Looks Closer Than You Think — and What Could Trigger It
Thesis. Markets can correct without a recession and often do when valuations stretch, leadership narrows, volatility sits at low levels,...

Ben Rowan
Aug 186 min read


UnitedHealth Group Equity Report Q2 25'
UnitedHealth Group remains a dominant force in U.S. healthcare, backed by its scale, diversification, and strong financial performance....

Ben Rowan
Aug 101 min read


Beyond the Beats: A Deep Dive into Spotify’s Growth and Strategy
Spotify has experienced rapid growth and success over recent years, establishing itself as the dominant player in the music streaming...

Ben Rowan
Dec 8, 20245 min read


Why Rocket Lab Could Be the Space Stock That Takes Your Portfolio to the Moon
Rocket Lab (NASDAQ: RKLB) is reshaping the aerospace industry with its innovative solutions for satellite deployment and space...

Ben Rowan
Nov 29, 20244 min read


IS AMAZON ABOUT TO KILL HIMS? Not a Chance. And Here's Why…
In the past two days, Hims & Hers Health Inc. ($HIMS) has seen its stock plunge by nearly 30% , triggered by Amazon’s recent...

Ben Rowan
Nov 16, 20244 min read


Why $HIMS May Be the Next Big Thing: A Look at a Potential 100x Investment
$HIMS & Hers Health, Inc. ($HIMS) has been generating serious excitement, with projections suggesting a 100x return on investment might...

Ben Rowan
Oct 28, 20245 min read
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