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Restructuring risk: Emotions (and threats) run high at WiseTech
26/05/2026 A bit of straightforward reporting is mandatory today as the depressing ’stock story’ of WiseTech (WTC) is overshadowed by other events in recent days and weeks. Rewind: it was earlier this month when management attended a Macquarie event in Sydney. With hindsight, adding fuel to the fire after months of pain and uncertainty for WTC…
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Sparkline Capital: AI disruption – moats and value traps
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Hello world!