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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

Pessimists, bears, and bores: you’re crazy, not me

Callum Newman of Fat Tail Investment Research urges you not to fall into this common trap of investor thinking. Here's why....
Callum Newman
Fat Tail Investment Research
Equities

Microsoft, OpenAI, and Cloud Computing – News or Noise?

Amid OpenAI's turbulence, Microsoft emerges resilient. Profiting from AI, their strategic moves secure long-term growth prospects.
+1
Jai Mirchandani
ELM Responsible Investments
Views from the Top

Four emerging leaders in a market primed for growth

Emerging markets investor Daniel Graña discusses the opportunities available today.
Hans Lee
Livewire Markets
Equities

5 key themes L1 Capital likes in a challenging market

L1 Capital's Mark Landau takes a value and contrarian approach to the market. These are some of the themes and companies he invests in.
CNU
IMD
+6
Sara Allen
Livewire Markets
Equities

New gold producer Bellevue eyes impending free cashflow as key to share re-rate

Plus, EQ emerging as a national champion in the critical tungsten game
BGL
EQR
+4
Barry FitzGerald
Independent Journalist
Equities

Time for Australian equities investors to reassess Buffett’s advice

We revisit Buffett's advice for Australian equities investors in light of structural headwinds facing our big banks and mega miners.
Russel Chesler
VanEck
Buy Hold Sell

Buy Hold Sell: 5 low P/E stocks with top management teams

Sometimes, you don't have to pay up for stocks with stellar leaders - but it takes a keen eye to identify them.
NCK
+4
Buy Hold Sell
Livewire Markets
Equities

Uranium prices hit 15-year high and this company is set to drill for it

It's all systems go for Norfolk Metals after securing approval to start a maiden drilling campaign at its Orroroo Uranium Project.
Kerry Sun
Livewire Markets
Equities

What will be the biggest selling drug of all-time?

We weigh the latest blockbuster weight-loss drugs against pharmaceuticals (and others) that have gone before
+3
Ted Alexander
BML Funds
Equities

The big questions from Fortescue's AGM

As many ask themselves (and management) what's going on inside the iron ore major, here's what brokers are saying
FMG
Glenn Freeman
Livewire Markets
Equities

What the crisis at OpenAI means for investors

On 18 November Australian time, news broke that Sam Altman, CEO and co-founder of OpenAI, the company behind ChatGPT, had been fired by the Board. In response, Greg...
Patrick Poke
Patrick Poke
Betashares
Equities

The third ASX small cap big buy alert begins

Callum Newman of Fat Tail explains why Aussie small caps should lift out of their worst streak of underperformance in over two decades!
Callum Newman
Fat Tail Investment Research
Views from the Top

Why Auscap has gone from 7% cash to fully invested (and where that money has been deployed)

Tim Carleton from Auscap Asset Management says valuations have adjusted meaning pockets of value have emerged on the ASX.
RMD
James Marlay
Livewire Markets
Equities

5 reasons why 2024 will be a "stock picker's paradise"

The Bank of America team have a bullish forecast for the benchmark stock market index in the US.
Hans Lee
Livewire Markets
Equities

Quality stocks, why bother?

Quality in listed companies is not something that shows up in daily share price moves. But on a longer term horizon the numbers don't lie
CSL
Rudi Filapek-Vandyck
FNArena
Equities

Norfolk Metals to ride uranium rush with maiden drill run at Orroroo

Norfolk Metals will kick off a maiden drill run at the Orroroo Uranium Project, just as spot prices hit a 15-year high of US$80/lb this week
Kerry Sun
Livewire Markets
Equities

High conviction investing amid a downturn (and 2 stock examples)

Running a highly diverse portfolio isn’t the only successful way to invest, explains Lakehouse Capital’s Donny Buchanan
SDR
Glenn Freeman
Livewire Markets
Expert Insights

2 booming markets amid the economic storm

In this Expert Insights, Man GLG's Andrew Swan outlines why he believes South Asia is the best opportunity in global universe today.
Ally Selby
Livewire Markets
Equities

The microcap poised for success in the regtech space

An ASX microcap technology company that is profitable, growing, and addresses the compliance needs of Australian enterprises and government
KYP
Joseph Constable
Hancock & Gore
Equities

The OpenAI Saga: Boardroom battles, new leadership, and tech talent tussles

OpenAI's leadership shakeup: CEO Altman out, Twitch's Shear in, amid Microsoft's strategic moves and employee upheaval.
Lachlan Hughes
Swell Asset Management
Equities

Why the ‘higher for longer’ mantra is getting it wrong

Markets have been captured by the US Federal Reserve’s ‘higher for longer’ mantra.But what most are missing is a serious deterioration in forward looking economic...
WLE
Matthew Haupt
Wilson Asset Management
Expert Insights

How to identify successful microcaps and where to find them

Yarra Capital Management's Joel Fleming shares his tips for identifying microcaps on the path to success in this episode of Expert Insights.
Sara Allen
Livewire Markets
Views from the Top

2 high conviction mid caps (and one small cap on the rise)

Eley Griffiths Group's David Allingham shares why the firm is making a new foray into the mid-cap end of the market.
BLD
CAR
Ally Selby
Livewire Markets
Equities

Why propaganda is my favourite source of alpha

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.
ABX
+7
Kingsley Jones
Jevons Global
Equities

Citi turns bearish on the Big Four Banks. Here's why.

Citi has removed all Buy ratings from the Big Four Banks for the first time since March 2020.
+1
Kerry Sun
Livewire Markets
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