John McDuling @jmcduling
Founding EIC @capitalbrief Priors: @smh | @theage @financialreview @qz 🇦🇺 via 🇺🇸 and 🇬🇧 Joined January 2012-
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Leaked investor comms obtained by @bronwen reveal Canva rejected approaches from Adobe "countless times". One of those things that is assumed but not reported, until now. Now it's facing the SaaS rout & competition for capital from AI giants. capitalbrief.com/article/canva-… $ADBE
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The Capital Brief / Demos AU poll from two weeks ago had One Nation moving ahead of Labor on primary votes for the first time. AFR/RedBridge today confirms the trend capitalbrief.com/article/labors… afr.com/politics/feder…
As @jack_derwin has revealed over the past fortnight, all of the big five banks have now tightened their lending to investors in the wake of the government's CGT, negative gearing reforms capitalbrief.com/article/anz-th…
Big story: A prominent online buyers agency has collapsed into voluntary liquidation as banks begin to rein in lending to property investors. Customers who paid it thousands of dollars in upfront fees are now fearful they will be left stranded. capitalbrief.com/article/buyers…
John McDuling retweeted
Here’s an awesome video of a bunch of kids from New York City sharing their thoughts on the New York Yankees releasing The Great Bambino, Babe Ruth. Crazy to think these lads are like 8-12 years old and they probably could kick my ass without breaking a sweat. The year is 1935x.
We published the latest Capital Brief | DemosAU poll last night. The trend it first identified back in Jan continues and might even be accelerating, with One Nation closing in on Labor's primary vote. Is this a blip or something more permanent? #auspol capitalbrief.com/article/one-na…
Great deep dive on Firmus, which has to be the most hyped name in the Australian market right now. While it has plenty of big name (insto & strategic) backers who are convinced it could be the country's next blue chip stock, there are also doubters. capitalbrief.com/article/theres…
Exclusive new polling for Capital Brief shows One Nation’s primary vote is now level with the Coalition’s, with particularly striking gains among women and low income earners. capitalbrief.com/article/one-na…
This is quite extraordinary and there are at least two different ways to interpret it $IREN capitalbrief.com/article/irens-…
John McDuling retweeted
ANZ bank employees are on edge with an ongoing restructure now expected to cut thousands of employees from its underperforming retail division. capitalbrief.com/newsletter/sco…
John McDuling retweeted
ANZ has apologised after it inadvertently sent around an automated email to individual senior staff informing them their jobs would be terminated as part of a broad restructure of its retail bank under new CEO Nuno Matos capitalbrief.com/article/anz-re…
John McDuling retweeted
Incredible stuff from ANZ, via @jack_derwin: ANZ has apologised after it inadvertently sent around an automated email to senior staff informing them their jobs would be terminated as part of a restructure capitalbrief.com/article/anz-re…
‘Deep concern’: Draft letter reveals CBA's private fight against RBA surcharging reforms. New scoop from @jack_derwin capitalbrief.com/article/deep-c… $CBA
John McDuling retweeted
Meta has dismissed as “bogus” a whistleblower leak alleging it scraped several prominent Australian news sites, but stopped short of ruling out the possibility that the publications were used to train its AI models capitalbrief.com/article/meta-d…
John McDuling retweeted
Our proposal is to offer solutions. @WilsonAssetMgmt’s ‘Progressive Super Surcharge & Tax Offset’ is simple: * Targets real income * Raises ~$2.4b * Avoids taxing “paper” profits @CapitalBrief covers our submission to the Economic Reform Roundtable to fix a broken model, one that even Labor MPs are questioning. capitalbrief.com/article/jim-ch…
John McDuling retweeted
Reclusive billionaire Brett Blundy is best known for launching or reviving small Australian retailers. But his private investment company BBRC is now on a collision course with iconic lingerie brand Victoria's Secret. capitalbrief.com/article/most-p…
John McDuling retweeted
New: Stan quietly raises sport subscription price after Premier League deal via @CapitalBrief capitalbrief.com/article/stan-q…
Priests, nuns and RSL clubs: Meet private credit’s unlikeliest investors capitalbrief.com/article/priest…
Another @bronwen scoop on the NRF 👀 capitalbrief.com/article/audit-… #auspol
John McDuling retweeted
After finding immense investor appetite for Guzman y Gomez on the ASX, Morgan Stanley is eager to serve up the next hot restaurant chain to the market capitalbrief.com/article/morgan…
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