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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.

Equities

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival
BHP
COH
+4
Jason Teh
Vertium Asset Management
The Rules of Investing

Lazard’s recipe for growing dividends and less volatility

Lazard’s Defensive Australian Equity Strategy seeks ‘true economic diversification’ to deliver stability and growing income.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 high-conviction ASX stocks reimagining their industries

IML's Lucas Goode and Ben Rundle of Hayborough on who the genuine innovators are worth backing in a volatile market.
+3
Buy Hold Sell
Livewire Markets
Shares

Searching for a signal? Alphinity’s Stuart Welch says earnings upgrades matter most

Alphinity’s Stuart Welch says the firm is aware of macro forces but focused on finding companies that can beat expectations.
Anna Dadic
Livewire Markets
Shares

Are Australian stocks finally cheap? Morningstar thinks so

Morningstar sees broad undervaluation across the market – and highlights where to look for opportunities.
DXS
SDR
+3
Sara Allen
Livewire Markets
Equities

Value on the menu

Market scepticism masks opportunity. Collins Foods combines proven Aussie returns with emerging German growth optionality.
Chris Watson
Contrarius Australia
Equities

Accepting the risks and buying the best when quality is on sale

Competitively advantaged businesses with strong prospects for growing earnings at rates well above the market are currently on sale.
Tim Carleton
Auscap Asset Management
Equities

7 deadly sins of investing: The anchor you don't know you've dropped

Your brain lies to you about prices, and it's probably costing you money!
HUB
+3
Dr David Allen
Plato Investment Management
Shares

The case for hating dividend stocks

Are dividends making Australians worse investors?
360
XYZ
+3
Vishal Teckchandani
Livewire Markets
Equities

The once-in-a-generation shift in global autos most investors are missing

Chinese automakers have taken the global cost curve. Western OEMs have written down over US$65bn. We went to Shenzhen to see it first-hand.
Thomas Rice
Minotaur Capital
Equities

As the world rushes to electrify, this company is poised to be the big winner

Regulated, resilient, and ready for a decade of growth
Magellan Investment Partners
Magellan Investment Partners
Equities

The space stock rally is about front running Nasdaq 100 index inclusion

Atlassian's loss could be space stocks' gain. Rocket Lab, Planet Labs and AST SpaceMobile run hot ahead of Nasdaq 100 rebalance.
David Tuckwell
ETF Shares
Equities

ASX 200 rally on borrowed time? Risks and opportunities as the Middle East conflict drags on

Stocks are back at record highs. Is the rally real, or are markets sleepwalking into another crash? What you need to know before you invest.
ALD
APA
+12
Carl Capolingua
Livewire Markets
Equities

Why Ampol's Lytton refinery could drive a $3-$5 re-rate

We believe the market underappreciates the strategic value of their Lytton refinery asset.
ALD
Airlie Funds Management
Airlie Funds Management
Equities

Ready, tech, go - finding value in the SaaS carnage

The SaaSpocalypse has created a compelling hunting ground. We think Readytech is worth 2-4x the current price, and a likely takeover target.
TNE
Harley Grosser
HD Capital Partners
Shares

There are 2,300 ASX stocks. Most don’t matter

From 2,300 ASX stocks to 14. A practical screen for quality, growth, cash flow and valuation support.
Chris Conway
Livewire Markets
Equities

The ASX concentration risk is rising

With history suggesting these conditions have often favoured broader, more balanced exposures over time.
Arian Neiron
VanEck
Equities

Why Aussie tech has finally bottomed and Wisetech leads the way

WiseTech fuels an ASX tech rebound as firms pivot from AI hype to real earnings, turning structural threats into massive margin expansion
NXT
+2
William Taylor
ETF Shares
Shares

The ASX small-cap gems Spheria is backing - and the metric that matters most

Cashflow is king when it comes to finding the companies offering outperformance, says Spheria co-founder Marcus Burns.
IMD
+4
Tom Stelzer
Livewire Markets
Equities

Life360: location is the new feedstock

Shares in 360 are ~67% lower than 5 months ago, in our opinion due to three reasons. Written by Reece Frith, Blackwattle Large Cap Team
360
Michael Skinner
Blackwattle Investment Partners
Shares

Stop trying to pick the bottom of the SaaSpocalypse

SaaS stocks have de-rated, but valuations still assume near-perfect execution. With AI risk rising, buying the dip looks less certain.
Chris Conway
Livewire Markets
Equities

The overlooked resource in the AI economy

AI-driven data centres are projected to consume approximately 1,068 billion litres of water annually by 2028.
+8
Cleo Somers
Antipodes
Shares

6 ASX stocks to buy before volatility strikes again (and 3 to sell)

The next global shock won’t ring a bell first. Two managers explain why cashflow resilience matters - and which ASX stocks have it.
APA
+3
Vishal Teckchandani
Livewire Markets
Equities

Bellavista lifts lid on grand plan to unlock big high-grade Pickle Crow gold project

New owner of historic 7.2gpt underground mine is eyeing the 1Moz at 4gpt in the top 250m; And Bison shares triple in stonking ASX debut.
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 6 hot ASX commodity stocks

Six top commodity stock ideas from two of Australia’s best resource investors. No themes, no noise - just high-conviction buys right now.
+2
Buy Hold Sell
Livewire Markets
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