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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

Mark Landau - Absolute returns throughout the cycle

Mark Landau joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's...
David Clark
Koda Capital
Equities

Thinking of selling? Don't. Act like a business owner

The first five months of 2022 have been extremely challenging for investors as equity markets have sold off heavily amid macroeconomic and geopolitical uncertainty....
+1
Chris Demasi
Montaka Global Investments
Equities

A fast-growing digital infrastructure small-cap at a bargain price...

Over the past six months, the manic-depressive side of Mr. Market has come to the fore, especially in the technology sector. Anything even remotely related to the...
NXT
+2
Benjamin Haan
Tectonic Investment Management
Equities

The 7 stocks forum users are most excited about

In late 2020, as COVID took hold, crypto took off, and markets everywhere seemed to decide, as one, that the only way was up, a new generation of retail investors...
CNJ
FBR
+6
William Heine
Livewire Markets
Equities

How we’re navigating through the sharemarket volatility

Since the start of 2022 we have seen inflation accelerate all around the world. The US reported 8.6% recently, the UK reported 9.0% last month and in Australia RBA...
BXB
MP1
+3
Anton Tagliaferro
Fundamental Investment Management
Equities

Why China equities warrant a look in

Over the last two-odd years there has been a lot of discussion about an allocation to China in a portfolio and recently this talk has shifted as to whether China is...
Alice Shen
VanEck
Equities

Weekly S&P500 ChartStorm - 19 June 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
Equities

Global equity markets - how do you position during times like this?

Equity markets and asset prices have never faced so many headwinds all at once. Global equity markets have seen a significant fall this year driven by heightened...
Garry Laurence
Profeta Investments
Equities

Why we’re with Uber, not Block

‘Meeting the moment’ can mean many things. For the RBA currently, it may mean adjusting cash rates swiftly and assuming whatever criticism may ensue. For corporates,...
REA
SQ2
Schroders Australia
Schroders
Collections

Where to now for equity investors as Value stocks also blow up?

In recent weeks, we’ve seen a broadening of the market rout that has seen the share prices of many Growth stocks plummet in the year so far. The selloff has been...
360
S32
TCL
+4
Glenn Freeman
Livewire Markets
Equities

Rising rates, tax loss selling fuel disconnect between share and commodity prices

The sell-off in nickel stocks like Centaurus, despite the metal price holding up, seen as an opportunity for longer-term investors. This is ditto for lithium shares. ...
AKE
CXO
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked

Companies with proven track records of delivering high returns on equity are sought after. And rightly so. Compounding gives exponential returns and is the holy...
EVT
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

Why we think Santos is a compelling opportunity

Santos is an oil and gas producer with assets in Australia and Papua New Guinea (PNG) and they have a development project in Alaska that was acquired as part of the...
OSH
STO
Vince Pezzullo
Perpetual Asset Management (Australia)
Expert Insights

How to do well in a tough year

This year has been tough for investors, we know that.  And it makes sense that doing well when things are so tough brings greater satisfaction than galloping to...
Matt Buchanan
Matt Buchanan
Equities

Where to from here? Tips to dodge the noise

Over the years, Spatium Capital has written about and been interviewed on many topics – the Russian invasion of Ukraine, the Omicron strain, the Delta strain,...
Nicholas Quinn
Nicholas Quinn
Spatium Capital
Equities

Bullwhip effect: Why big tech earnings (and share prices) will snap back

Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded breathtaking declines. These once high-flying stocks have seen...
+2
Andrew Macken
Montaka Global Investments
Equities

Chart of the Week - Not Expensive, But Not Cheap Yet

Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the...
Callum Thomas
Topdown Charts
Equities

The naked truth about short selling

The Emperor’s New Clothes is a classic children’s story first published in 1837 which espouses several life principles that can be applied to investment markets....
+3
Ray David
Ray David
Equities

After COVID-19, mRNA-leader Moderna has the potential to become a major pharma disruptor

“Necessity is the mother of invention” is a timeless proverb that originated thousands of years ago in ancient Greece by the philosopher Plato. Yet it remains...
Chris Demasi
Montaka Global Investments
Equities

If you see insiders buying, it can only mean good things

There is, it seems, a price for everything. For the first time since the market plunge in March 2020, more company bosses and other senior executives were buying...
Tom Stevenson
Fidelity International
Equities

There were 191 ASX IPOs last year - many of them are now down over 70%

As we approach the end of the 2021/22 financial year, it's time to take stock of what has worked well over the last 12 months. If there was any one dominant theme for...
+15
Hans Lee
Livewire Markets
Expert Insights

Forget traditional hedges, think equities

Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...
Sara Allen
Livewire Markets
Equities

Morgans’ 12 large-cap best ideas - June 2022

Our best ideas are those that we believe offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They...
BHP
+9
Andrew Tang
Morgans Financial
Equities

GARY Top 10: Yield investing in a bear market

We are in a bear market with a rising risk of stagflation/recession. It's natural to blame the Ukraine War as it's the latest negative catalyst. But the reality is...
AMC
BXB
CGF
+7
Mathan Somasundaram
Deep Data Analytics
Equities

Weekly S&P500 ChartStorm - 12 June 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and post on Twitter. The purpose of this post is to add extra colour...
Callum Thomas
Topdown Charts
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