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Equities

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

Growth

On the hunt for 10-baggers (and what to do if you find one)

Seneca’s Luke Laretive explains what separates genuine 10-baggers from market hype, and why patience matters most.
+3
Patrick Poke
Livewire Markets
Equities

Is CSL the ASX’s biggest ever blue chip disaster? How the model is broken

Australia's greatest blue chip has lost two-thirds of its value — how did the brokers get it so wrong, and could you have seen it coming?
CSL
Carl Capolingua
Livewire Markets
Equities

Defence on a defensive multiple? No, Tanks

ASX Defence vs global primes: Tech cohort at a premium, yet growth unearned; Services at a discount, despite sovereign-backed contracts.
ASB
CDA
CVL
+10
Ryan Lim
Alpha Insights
Equities

Murray Leahy, founder of MLG Oz: keeping up with gold (Part B)

Haulage, Crushing and Screening, Civil and Mining across the WA goldfields, MLG Oz is crucial to the WA gold sector’s ongoing expansion.
MLG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Growth

Hyperion: “Sustainable growth has rarely been more identifiable” - so how do you find it?

Jolon Knight explains why competitive advantage, not market noise, is separating structural winners from investment traps.
+1
Chris Conway
Livewire Markets
Equities

Take the Single: The case for getting paid now

Why you should get runs on the board in an era of constrained capital.
Chad Padowitz
Talaria Asset Management
Equities

6 ASX stocks fund managers are buying in the healthcare reset

The reset has created winners and losers. From small caps to global leaders, four experts share where they see value emerging in healthcare.
CSL
+2
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 "fallen angels" ripe for a rebound (plus 2 stocks testing 52-week highs)

Two small & mid-cap gurus face off on fallen angels and high-flyers. Plus: Key insights from the Macquarie Conference.
CCL
CDA
+9
Buy Hold Sell
Livewire Markets
Equities

Inside the Macquarie Conference: Retailer woes, airline surprises and Australia's potential AI boom

The Macquarie Conference has become one of the must-attend events in every Australian fund manager’s diary. In this podcast IML portfolio managers Daniel Moore and...
BLD
BRG
COL
+13
Investors Mutual
IML
The Rules of Investing

There’s always a bull market somewhere

Yarra Capital's Joel Fleming says investing in microcap companies comes with risk and a lot of work - but the opportunity is undeniable.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Flesh wound or flatline? 7 ASX healthcare stocks dissected

Julia Weng (Paradice) and Hamish FitzSimons (AllianceBernstein) diagnose ASX healthcare's brutal year and name the stocks set for recovery
ANN
AYA
CSL
+4
Buy Hold Sell
Livewire Markets
Growth

Red days, green returns: a 6-step framework for volatility

Drawdowns are part of investing; they test conviction, discipline and temperament, but they also create the conditions for future returns.
Steve Johnson
Forager
Equities

If you own mining and energy stocks, you need to read this

A new framework reveals how little the underlying commodity actually drives returns in mining stocks, and why most investors get it wrong.
Kerry Sun
Livewire Markets
Growth

PME, WTC, TNE — the SaaSpocalypse decoded: what killed ASX growth stocks, and what comes next

AI didn't kill ASX SaaS stocks – it killed the multiples investors would pay for them. That distinction could make or break your portfolio.
360
CAR
HUB
+7
Carl Capolingua
Livewire Markets
Equities

The ASX's 10 most-shorted stocks (including one up 45% last month)

April was a big month for many of the most-shorted stocks on the ASX. Here's how things stand now.
+6
Tom Stelzer
Livewire Markets
Wealth

Is your portfolio inflation-proof? Investments to bolster your returns

Stocks, ETFs and sectors investors are watching as inflation and rate pressures return.
AGL
ALD
+47
Sara Allen
Livewire Markets
Equities

Investors should adapt to a new market reality

Greater market complexity and unstable correlations are reshaping portfolio construction.
David Elms
Janus Henderson
Shares

Prognosis negative - what the hell is wrong with Aussie healthcare?

A near 40% drawdown has forced investors to reassess the healthcare sector. Is this a reset, or are deeper cracks starting to emerge?
Chris Conway
Livewire Markets
Growth

The louder the narrative, the stronger the case for systematic investing

In a world of hype and headlines, systematic investing keeps investors grounded in what the data is really saying.
Chris Conway
Livewire Markets
Equities

No AI hyperscaler hyperscare here

What Amazon, Alphabet, Microsoft, and Meta’s latest results reveal about the next phase of AI and its implications for investors.
+2
Alison Porter
Janus Henderson
Equities

Where did the AI bubble go?

AI adoption is moving from experimentation to production, with the fastest phase of growth likely still ahead.
+2
Hugh Lam
Betashares
Shares

The "double discount" equities that might be too compelling to ignore

A double discount is creating opportunity in Europe’s overlooked small cap market.
Chris Conway
Livewire Markets
Shares

7 ASX broker calls as investors weigh the RBA and “sell in May”

Does "sell in May" still hold? Plus, broker calls on stocks including RMD, FMG and BOE.
BGA
BOE
FMG
+4
Vishal Teckchandani
Livewire Markets
Shares

The biggest wealth destroyers on the ASX this year (and how to avoid them)

Confession season is coming, and downgrades may cluster. Here’s how to reassess your holdings before one cut becomes several.
Chris Conway
Livewire Markets
Equities

Murray Leahy, Founder of MLG Oz: keeping up with gold

Haulage, Crushing and Screening, Civil and Mining across the WA goldfields, MLG Oz is crucial to the WA gold sector’s ongoing expansion.
MLG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
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