Thesis TrackerGovernance concerns and a CargoWise customer scare have some fund managers selling and others calling it one of the ASX's cheapest quality compounders.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,664 comments from 165 managers on 765 companies, snapshot 31 Oct 2026.
Governance concerns and a CargoWise customer scare have some fund managers selling and others calling it one of the ASX's cheapest quality compounders.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,664 comments from 165 managers on 765 companies, snapshot 31 Oct 2026.
