Home Wires

Equities

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

Equities

The best opportunities in healthcare right now

In the latest episode of the Invest it Best podcast, I speak with Wilsons Equity Analyst (Healthcare), Dr Melissa Benson about how she analyses investment...
CSL
IMM
+6
Ted Richards
Wilsons Advisory
Equities

Netflix Earnings Preview: Unlocking Growth and Shaping the Future of Streaming

Netflix's upcoming earnings report holds the key to its subscriber growth, ad-supported tier success, and long-term strategies.
Sally Fang
Swell Asset Management
Equities

IML's secrets to staying consistently ahead for 25 years

IML celebrates the 25th anniversary of its two flagship funds. We speak to portfolio manager Hugh Giddy to ask what's changed in that time.
BXB
CSL
+2
Chris Conway
Livewire Markets
Equities

This company is firing on all cylinders

Our assumptions drive a forecasted >20% p.a. earnings growth rate over FY2023-FY2026, underpinning substantial upside for this business
WOR
Blake Henricks
Firetrail Investments
Equities

Small caps are back: Global Health Ltd

There is value in small caps now. We're going back to sharing our deep dive analysis on undervalued small cap companies, starting with GLH.
Harley Grosser
HD Capital Partners
Equities

Five forces to define the next equity cycle

Investors are being forced to deal with more extremes than ever. Here, we work out what forces will drive the next stage of the cycle.
Scott Berg
T. Rowe Price
Equities

Merger deal redefines the pecking order of ASX uranium players, just as prices are expected to take off

Lotus Energy is teaming up with A-Cap Energy. We spoke to Lotus CEO Keith Bowes about the deal and what it means.
ACB
Chris Conway
Livewire Markets
Equities

Valuations vs fundamentals: Are stocks adrift from reality?

Markets are optimistic and looking ahead to rate cuts. But have they looked ahead too far?
Kiryll Prakapenka
Fat Tail Investment Research
Equities

Macquarie's ASX August reporting season guide: A must-read for investors

Share prices are eventually dictated by earnings, and it's crunch time for Australia's corporate scene.
ALD
+23
Hans Lee
Livewire Markets
Equities

BHP is divesting some of its coal assets. Here's why it matters

BHP's divestment of its non-core metallurgical coal assets in the Blackwater and Daunia mines has captured the market's attention, as the process ostensibly draws to a...
BHP
Emanuel Datt
Datt Capital
Equities

The 3 ASX small caps this fundie would buy with $10,000 in fresh capital

Tyndall Asset Management's James Nguyen takes part in Livewire's newest challenge for fund managers.
+1
Hans Lee
Livewire Markets
Buy Hold Sell

How to find the highest quality large-cap stocks on the ASX

Which large-caps are the cream of the crop right now?
BHP
CSL
+7
Buy Hold Sell
Livewire Markets
The Rules of Investing

Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer)

Plus, the next thing to break if rates keep rising
The Rules of Investing
Livewire Markets
Equities

Domino’s Pizza: Another way to slice it

Our analysis of Domino's UK vs Domino's AUS highlights a compelling relative value opportunity
Jack Cherry
Totus Capital
Equities

The Magnificent Seven – how they got here and where will they go?

The "Magnificent Seven," has accounted for a staggering 95% of market gains. Let's delve into the why and how and explore what lies ahead.
+2
Sally Fang
Swell Asset Management
Buy Hold Sell

Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets

Investors have been gravitating towards companies that have their financial house in order, but are they overcrowded maisons?
+2
Buy Hold Sell
Livewire Markets
Equities

A turnaround play in the macro storm - Downer EDI

Investing in turnaround plays is one way to cut through macro uncertainty. Downer EDI is one such stock that could ride out the macro storm.
DOW
Jason Teh
Vertium Asset Management
Equities

The compelling opportunity in small companies

Small-cap equities are a ‘land of opportunity’ for a risk-aware active investment strategy.
IMD
Arden Jennings
Ausbil
Equities

Why this strategist is avoiding small caps (and what he would buy instead)

With a combination of market history and today's fundamentals, CFRA's Sam Stovall has a unique edge in analysing today's markets.
+4
Hans Lee
Livewire Markets
Equities

The bargain hunters' guide to undervalued stocks in the coming quarter

A snapshot of the top undervalued picks by sector from Morningstar's Quarter 3 2023 outlook and a closer look at undervalued growth stocks.
AGL
BGA
+9
Sara Allen
Livewire Markets
Equities

6 small and micro-cap industrials that were on the move in June

Small-cap industrials were largely flat in the month of June in line with the broader small-cap market. Microcaps performed a little better than small caps with the...
IXU
+3
Claire Aitchison
Independent Investment Research
Equities

US stocks have soared this year. Here's why the music is about to stop

If you ever needed confirmation that the real economy is not the same as the stock market, today's reality provides that confirmation.  On the economic side, the...
David Thornton
Livewire Markets
Equities

FY23 fund returns: When details and context matter

When reporting on 12 month investment returns, the starting point is as important as the finish line, a fact investors should not ignore.
Rudi Filapek-Vandyck
FNArena
Equities

How MLC Asset Management would invest $10,000 right now

Anthony Golowenko, MLC Asset Management portfolio manager, shares his thoughts on how he'd invest new cash in this market.
BLD
NCK
+1
Hans Lee
Livewire Markets
Equities

Insider trades: The most important ASX insider buys and sells for the June quarter

It pays to know who is buying and selling their own stock. Join Chris Conway and Kerry Sun for a deep dive into June quarter insider moves.
3PL
AMO
+50
Chris Conway
Livewire Markets
3426-3450 of 8787
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