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

Equities

Ozempic first mover sheds $170B in 4 days: Here's 2 ideas we're backing instead

After crashing more than 30% this week, Novo Nordisk has now seen its share price fall 65% over the last 12 months.
+1
Arms Rosenberg
Minotaur Capital
Equities

Why stock prices are set to swing wildly this ASX reporting season

Stock price swings on earnings day have nearly doubled in 20 years as markets price information instantly, eliminating gradual adjustments.
Kerry Sun
Livewire Markets
Equities

Finding growth amid structural changes

Reporting season is stressful, but it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us. One topic...
+6
Johnny Russell
Amova AM
Buy Hold Sell

Buy Hold Sell: 5 ASX financials (that aren't the banks!)

There’s more to ASX financials than the Big Four. Matt Williams (Airlie) and David Wilson (First Sentier) reveal where they're seeing value.
HUB
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

How John Rothwell built Austal into a $2 billion shipbuilding powerhouse

Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.
ASB
Stephanie Gardner
Livewire Markets
Equities

Three small caps on the rise and with more left in the tank

At the smaller end of the market, where companies are less closely followed and analysed, it can often take significant announcements or newsflow to get investors to...
Lucas Goode
IML
Equities

Lost in translation - Not all revenue is created equal

One question I get asked often is how US equities can keep rising even as the US dollar weakens. At face value, it feels contradictory but the dollar’s weakness is not...
+4
Justin Lin
Global X ETFs
Equities

'Honeymoon over': What brokers think of Boss Energy after shares bombed 50%

Boss Energy's warning of production problems at its Honeymoon Mine led the market to dump shares pronto.
BOE
Tom Richardson
Livewire Markets
Income Series

Momentum is cracking, rates are falling… Haupt is buying income

Wilson AM’s Matt Haupt explains why volatility created opportunity for income investors and how his team is positioning for what’s next.
CSL
RIO
+1
Anna Dadic
Livewire Markets
Equities

“Trees don’t grow to the sky” - Ellerston challenges overweights to mega-cap tech stocks

The Mag Seven make up nearly 35% of the S&P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.
Vishal Teckchandani
Livewire Markets
Equities

Stop calling markets expensive. They've just gotten better

Markets aren't expensive, they've evolved. Today's companies are higher quality with better margins and stronger balance sheets.
Kerry Sun
Livewire Markets
Equities

A return to fundamentals

This quarter highlighted the resilience of major secular trends, which could be key to returns going forward.
+7
Joshua Cummings
Janus Henderson
Equities

Founder-led focus meets demographic tailwinds: A decade-long runway

Penumbra's aspiration-based mechanical thrombectomy devices are building one of the most defensible competitive moats in medical technology
Jacob Celermajer
Cordis Asset Management
Income Series

Talaria's smoother journey for equity income (and 4 global stocks it likes right now)

Forget dividends alone: Talaria’s unique strategy harvests income from market volatility while preserving capital via valuation discipline.
+2
Chris Conway
Livewire Markets
Income Series

IML's top 5 picks from the ASX 100 most consistent dividends payers

After Carl Capolingua's deep dive into the most consistent dividends payers in the ASX 100, IML's Mike O'Neill shares his top picks.
AMC
+2
Stephanie Gardner
Livewire Markets
Equities

You're fired! 6 ASX stocks to fire, 6 to hire (all-cap edition)

This is the Apprentice, markets edition. Jun Bei Liu, Ben Richards, Henry Jennings and more name their highest-conviction buys and sells.
360
CSL
+9
Vishal Teckchandani
Livewire Markets
Equities

Forget Life360: Online safety group Qoria is backed as the ASX's next big winner

Life360 is today's winner, but you've got to find tomorrow's winners to make massive returns and Qoria's results last week created a stir.
360
QOR
Tom Richardson
Livewire Markets
Equities

China is turning AI into a commodity

Another DeepSeek moment raises questions about Microsoft and OpenAI's Strategy and offers us new opportunities for investment up the stack
Charles Ormond
Fat Tail Investment Research
Equities

Alphabet: the market’s most undervalued Mag 7 company

AI and Youtube are Alphabet's most underpriced subsidiaries.
+1
Garry Laurence
Profeta Investments
Equities

8 ASX stocks, 4 top fundies - what they’re buying (and avoiding)

At the recent Pinnacle Summit, four fund managers reveal their top ASX stock picks focusing on fundamentals and long-term value in 2025.
COH
+5
Anna Dadic
Livewire Markets
Equities

Four nuclear energy names you didn’t know about

Uranium is one of the most efficient and low-carbon ways to produce energy. As the world moves toward electrification and away from fossil fuels, nuclear power is...
Justin Lin
Global X ETFs
Equities

The overlooked winners of the AI fear trade

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.
Vishal Teckchandani
Livewire Markets
Equities

Housing and defence stocks set to shine

Centennial Asset Management's Matt Kidman expects the Housing and Defence sectors to outperform over the next 12-24 months.
Michael Carmody
Centennial Asset Management
Equities

China’s changing consumption is reshaping these Aussie stocks

During the June quarter, we visited China to better understand the Chinese consumer sector. Key areas of interest included wine (Treasury Wine Estates), infant milk...
IEL
Nick Pashias
Antares Equities
Equities

A spotlight on Asia’s tech champions

Asia is home to key manufacturers crucial to the global AI supply chain.
Hugh Lam
Betashares
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