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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

Moving on from Catapult

Forager’s Catapult journey shows the power of patience, conviction and discipline - and why knowing when to sell matters.
Steve Johnson
Forager
Equities

Takeover of UK-based Spectris reinforces PM Capital’s approach.

PM Capital has reviewed UK-listed global industrial companies during the past two years.
PM Capital
PM Capital
Equities

Virgin is taking off: The investment case for this airline

Virgin has re-listed and we are excited for the outlook.
Firetrail Investments
Firetrail Investments
Equities

5 international markets on fire - and the ASX ETFs to play them

Global equities are on fire: a sector up 118%, a country ETF up 43%. Here are the markets investors can’t afford to ignore.
+15
Vishal Teckchandani
Livewire Markets
Equities

Which big shorts are getting bigger?

Which ASX stocks are being bet against the most, and which ones are starting to see short sellers go away?
+7
Andrew Legget
Livewire Markets
Equities

4 ASX stocks in the P/E Red Zone

How stocks can end up thousands of percent above their P/E averages and what this tells us about the ever-popular valuation metric.
DRO
+1
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 ASX stocks for playing defence (and 1 to leave on the bench)

Markets at record highs call for smart defence. Tim Riordan and Brenton Saunders share their picks to keep your portfolio in the game.
CAR
+2
Buy Hold Sell
Livewire Markets
Fund in Focus

VSG's Global Multi-Strategy Fund: Building a multi-generational portfolio with an operator's mindset

A high bar for equities: inside the Global Multi-Strategy Fund’s unique operator-led approach to compounding capital for the long term.
Chris Conway
Livewire Markets
Equities

Why US tech still beats China’s dragons

On the surface, Chinese world-class companies are trading at a fraction of US prices. But their cheapness rarely comes without cause.
Cliff Man
ETF Shares
Equities

Auscap’s case for active investing and where they’re finding value

There are times where passive investing works but, according to Auscap, the current breakdown of the Australian market isn’t it.
IEL
+3
Andrew Legget
Livewire Markets
Equities

Aussie large-cap valuations? "They're nuts"

With valuation multiples of Aussie large caps similar to Nvidia, Allan Gray's, Simon Mawhinney, is looking for value elsewhere.
ANN
GMG
+4
Andrew Legget
Livewire Markets
Equities

Schroders: 5 growth stocks being under-appreciated by the market

Idiosyncratic stock ideas, not mega-themes, sit at the core of Schroders’ concentrated strategy.
+2
Chris Conway
Livewire Markets
Livewire Live

4 fresh ideas from Australia’s emerging leaders

Fresh faces pitch their best ideas. From ASX small caps to global gems, four emerging investment leaders share fresh perspectives.
GMG
Kerry Sun
Livewire Markets
Equities

Copper’s strong reaction to Grasberg mine disaster shows its sensitivity to supply disruptions

The outlook is good news for Mammoth’s highly promising Peru copper project; Plus, Venari steps up its hunt for gold and lithium in Nevada.
BHP
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX growth stocks kicking goals right now

It's AFL Grand Final week so Tim Riordan and Brenton Saunders are giving the umpire's call on the ASX stocks making their mark this year.
360
HUB
ORI
+2
Buy Hold Sell
Livewire Markets
Equities

Experience to opportunity: Fidelity’s 50-year journey in Asia and what investors can’t afford to miss

Fidelity has more than half a century of experience in Asia and investment director Gary Monaghan has plenty of insights to share.
Tom Stelzer
Livewire Markets
Equities

Big brokers most bearish on BHP in 2 years, strong preference for RIO

Brokers are the most bearish on BHP in 2 yrs as RIO remains their favourite. Here’s what’s behind the split and what it means for investors.
BHP
RIO
Carl Capolingua
Livewire Markets
Equities

An under-the-radar small-cap disruptor tapping a huge global market

With a huge TAM, fast payback and capital-light model, Smart Parking is quietly building a global presence while already delivering profits.
Robert Hawkesford
Blackwattle Investment Partners
Equities

This AGM could trigger a chain reaction across corporate Australia

Allan Gray's Simon Mawhinney says investors can't wait for the ASX to review listing rule 7.1 and is taking matters into his own hands.
ORA
James Marlay
Livewire Markets
Equities

China's race for AI supremacy - Alibaba in focus

Alibaba leads China’s quest for AI independence, propelled by its co-founder Jack Ma’s renewed influence.
Garry Laurence
Profeta Investments
Livewire Live

6 winner-take-all stocks for the next decade

We asked our expert panel of global stock pickers to pick out the stocks that will be must-own in the next decade.
+2
Tom Stelzer
Livewire Markets
Equities

4 top ASX 200 turnaround candidates picked by 3 fundies

ASX value scavengers Medallion, Centennial and Elston reveal four turnaround plays they’re backing to rise from peak pessimism.
AMP
CSL
WOR
+1
Vishal Teckchandani
Livewire Markets
Livewire Live

Is this streaming stock the next trillion dollar company?

Janus Henderson's Josh Cummings says Spotify shows the same signals as Amazon did and is backing it to become a market leader.
Tom Stelzer
Livewire Markets
Equities

Lessons from the Quant Winter

The quant winter was a two‑year period from 2018 to 2020 when quant funds underperformed. This was largely a Developed Markets effect, with Australia also affected,...
Dr David Walsh
RQI Investors
Equities

Come together – AI’s value chain from chips to commerce

Artificial intelligence (AI) has moved quickly from hype to deployment. Since generative models emerged in 2022, corporate investment has accelerated, with US...
Billy Leung
Global X ETFs
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