Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity.

In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase.

After a sharp sell-off across global software stocks, WiseTech now trades below historical valuation averages despite strong customer retention, growing free cash flow, a transition to transaction-based pricing, and integration upside from e2open.

In this deep dive, we cover:

• What WiseTech actually does and why CargoWise is mission-critical

• The pricing model shift and margin outlook

• e2open integration risks and opportunities

• AI disruption risk or competitive advantage?

• What the upcoming FY26 result needs to prove

Is this simply a recovery trade or a genuine asymmetric opportunity?

IMPORTANT: WTC.ASX at the time of recording 10th February 2026 is trading between $47 and $50

🎯 About TMTM Order Pad

Order Pad is our fortnightly high-conviction stock segment, where we analyse companies with structural advantages, strong cash generation, and identifiable catalysts ahead. Think next-multibagger energy with institutional discipline.

Positioning before consensus.

⚠️ Important Disclaimer

This podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Talk Money To Me is hosted by advisers at Shaw and Partners Felicity Thomas and Candice Bourke (AFSL 236048). Past performance is not a reliable indicator of future performance. All investments carry risk. Investments may rise and fall in value, and capital loss is possible.

📩 Get in Touch

If you would like to discuss your portfolio or explore whether WiseTech or other ASX opportunities may be appropriate for you:

📧 tcftgroup@shawandpartners.com.au

🌐 www.cftgroup.com.au

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