Home Wires

Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Latest: Equities

Reporting Season

QBE is finally becoming boring. That could be good news for investors

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.
Chris Conway
Livewire Markets
Reporting Season

Shoot first and ask questions later - earnings season ramps up

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.
360
ASX
+6
Chris Conway
Livewire Markets
Reporting Season

Why ANZ is the pick of the Big 4 as the budget fallout bites

ANZ posted the least ugly result of bank reporting season. Elston's Joe McCarthy on why it's still the pick of the Big 4.
Kerry Sun
Livewire Markets
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Reporting Season

Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value
TLS
Chris Conway
Livewire Markets
Shares

Emma Fisher: The consumer isn't broken, the ASX isn't boring and volatility is your friend

Airlie’s Emma Fisher shares her playbook for navigating a market driven by momentum, not fundamentals
Anna Dadic
Livewire Markets
Equities

Atlassian doubles in less than six months. Who's next?

Atlassian doubled since April as AI fears flipped to tailwind. Rather than pick the next rebound, a broad US tech ETF captures the trend.
XRO
+1
William Taylor
ETF Shares
Growth

Ophir: The trades that worked in FY26 may not lead the next 12 months

Andrew Mitchell explains where Ophir is shifting its attention.
James Marlay
Livewire Markets
Shares

How to invest like the (new) Buffett

Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.
+15
Sara Allen
Livewire Markets
Reporting Season

The market punished Life360. Its CEO says the growth story is far from over

Life360 has cracked 100 million users. CEO Lauren Antonoff explains where the next wave of growth will come from.
360
Vishal Teckchandani
Livewire Markets
Reporting Season

CBA posts big profit - is there any value for investors?

Loan and deposit growth drive results, but Australia's biggest bank says mortgage drop-offs raise some questions.
Tom Stelzer
Livewire Markets
Growth

The AI bubble meets reporting season

The latest US earnings season has shown that investors are becoming more discerning when it comes to backing AI winners and that's healthy.
Steve Johnson
Forager
Equities

The shorts cashed in as this ASX stock dropped 57% in a day

Lotus Resources has lost its crown as the most-shorted stock, but short interest is creeping up for this growth stock.
4DX
A4N
+4
Tom Stelzer
Livewire Markets
Shares

Buy, Sell... Buy again? 3 stocks worth another look

Selling a stock doesn't mean giving up on it. Two fund managers on the positions they exited, watched fall, and bought back at better value.
+1
Keith Ford
Livewire Markets
Equities

19 results: What reporting season is saying about rates, wages and the consumer

19 companies have released results in August; these are the insights across employment, labour costs, financing conditions, and consumers.
AVH
+12
Ryan Lim
Alpha Insights
Income

Is the ASX morphing back into an income market?

Australian equities may be entering a new income era.
CAR
COL
+6
Marcus Ryan
Yarra Capital Management
Reporting Season

So much for AI troubles - Car Group posts record revenue and profit

Record profit, accelerating offshore growth and an upbeat outlook. Auscap’s Will Mumford breaks down CAR Group’s FY26 result.
Chris Conway
Livewire Markets
Equities

Why standing still is the biggest risk for Australian investors

How passive flows, systematic investing and factor crowding are reshaping the market—and what active fundamental investors can do about it.
Reece Birtles
ClearBridge Investments
Shares

While memory stocks soar globally, this ASX name is the local play

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.
SGM
Claudia Kwan
North Star Impact Funds
Shares

How far can the prices of WBC, ANZ, CBA, and NAB shares stretch before valuations snap back?

Bank shares are under pressure today after Westpac's update, brokers are bears, and mums and dads are selling — so who's still buying?
+1
Carl Capolingua
Livewire Markets
Equities

More beats, fewer misses: ASX reporting season is off to a promising start

Record highs, positive EPS numbers and better results than February - this could be a reporting season to remember, not forget.
Tom Stelzer
Livewire Markets
Income

Is this the ultimate sleep-at-night dividend portfolio?

Which ASX 300 stocks gave investors the calmest, most reliable returns in the last financial year? Here are the results.
ALX
APA
+3
Anna Dadic
Livewire Markets
Equities

Which stocks best navigate economic and political risks?

Value stocks best mitigate the downside; they also capture the upside. “Growth” stocks, in contrast, cope worst and suffer most.
Chris Leithner
Leithner & Company Ltd
Shares

Gerrish: Bullish on the ASX and three stocks that could surprise on the upside

Market Partners' James Gerrish says the market has changed and investors need to change with it ahead of another volatile reporting season.
360
COH
JBH
+4
James Marlay
Livewire Markets
Equities

Growth at reasonable yield (GARY) keeps the bears outperforming the bulls when we have asset bubbles in everything

Global macro policy uncertainty isn’t the cause of today’s economic strains; it’s a symptom of deeper structural problems that were ignored
APA
DDR
+1
Mathan Somasundaram
Deep Data Analytics
1-25 of 8776
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now