From the Street

Separating signals from noise on growth, performance and value creation

A short occasional note for Rival Street followers on some of the signals we're noticing across Australia and globally that seem worth paying attention to.


We cover issues shaping growth, customer trust, performance and value creation - from AI and competitive advantage to private equity, capital allocation and navigating volatility.


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Latest issue

Issue 01 | September 2026


Momentum before reinvention


Where businesses already have momentum, how AI can strengthen it, and global capital continues to find Australian opportunities in an increasingly selective private equity market.