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

Buy Hold Sell

The Aussie small and micro caps taking over the world

There seems to be a never-ending number of local micro and small caps expanding overseas in recent times, with companies piggybacking on the success of stocks like...
APT
+7
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks set to soar in 2022

Small caps have had a cracker of a year, with the S&P/ASX Small Ordinaries rising 19% over the past 12 months, including dividends. Meanwhile, the stocks outside of...
EHE
+2
Buy Hold Sell
Livewire Markets
Equities

Why founder-led businesses beat the market

An important issue all investors wrestle with is how closely aligned a company's management team is with ordinary shareholders. While there are countless ways to...
Nelson de Mestre
NAOS Asset Management
Equities

The best way to access the private markets boom

Over the past two decades, private capital markets have surged 10-fold to become a massive $US7.2 trillion industry. In this wire, Montaka Global Investments' Chris...
Chris Demasi
Montaka Global Investments
Equities

Teams-work: Just one reason Microsoft is hard to ignore

Everybody knows Microsoft. It is a business that has been the bedrock for how we get things done for decades. From taking notes, creating valuation models, producing...
Trent Masters
Alphinity Investment Management
Equities

One stock pick for a post-COVID world

Amid the media and market frenzy surrounding well known growth stocks such as Amazon and Tesla, one of the many values of an active fund manager lies in its ability...
Chad Padowitz
Talaria Asset Management
Equities

An Aussie microcap that could double from here

Digital transformation is a key thematic that the Totus Alpha Fund has benefited from in recent years. The transition of enterprises’ computing infrastructure to the...
Tim Warner
Totus Capital
Equities

Will Aussie banks rebound from here?

In recent weeks, the share prices of Australian banks have been heading south. The ASX300 Banks Accumulation Index has lagged the broader market by over 6% from late...
+1
Stuart Jackson
Expert Insights

Emerging market growth without the regulatory headache

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...
Livewire Exclusive
Livewire Markets
Equities

Calcutta 2022: Top fundies name 11 stock picks for running of the Golden Bull

Each November, the brightest minds in Australia's funds management get together and auction off their best stock ideas in the Annual Charity Calcutta. Do you think you...
360
DEG
+8
James Marlay
Livewire Markets
Equities

Peloton Fatigue – A quick run through our short position in Peloton

Declining growth with industry headwinds, questionable management, and overpriced valuations. That’s what Nick Dekker at Fiftyone Capital has uncovered in one of the...
Nick Dekker
Nick Dekker
Fiftyone Capital
Equities

Why we think CBA’s premium has peaked

Across three decades the market has valued Commonwealth Bank at a premium relative to its three peers. Whether we look at earnings, dividends or book measures of...
+2
John Lockton
John Lockton
Wilsons Advisory
Equities

8 growth stocks on Frazis’s watchlist

If there is one man that loves "explosive growth", it's Frazis Capital's Michael Frazis. In this wire, Livewire's Glenn Freeman summarises the portfolio manager's...
CTT
Glenn Freeman
Livewire Markets
The Rules of Investing

Quality and growth: How Ben Clark consistently finds winners

Ben Clark is a perennial favourite among Livewire readers, not to mention being one of the most consistent stock pickers on Livewire’s Buy Hold Sell. He recently sat...
AD8
APT
APX
+18
The Rules of Investing
Livewire Markets
Equities

The power of Wix takes website design to the masses

It’s hard to imagine operating a business in today’s world without an online presence. For many businesses, this begins with having a website.Today, there are nearly 2...
Ming Su
Ming Su
Fiftyone Capital
Buy Hold Sell

Buy Hold Sell: 5 stocks with resilient cash flows

In a world of cheap debt, where money seems to continue to be thrown at the next big thing (like those "Bored Ape" NFTs, for example), it's easy to forget about the...
AMC
+2
Buy Hold Sell
Livewire Markets
Equities

The re-opening play hiding in plain sight

Since November last year, when accelerated vaccine approvals gave the world a clear path out of the pandemic, investors have been searching for “re-opening”...
Luke Winchester
Merewether Capital
Equities

Was CBA's result really 'that' bad? Plus, 3 stocks we are happy to buy now

It’s not often we see CBA down around 8% in a session, taking a whopping 45 points from the index. But today was one of those rare days, as a weaker than expected...
James Gerrish
Market Partners
Fund in Focus

Never risk money you need for money you don’t

At Claremont Global, a 10 to 15 stock concentrated quality growth manager that invests globally, we look at the portfolio in terms of the 4Ps: People, Process,...
Bob Desmond
Claremont Global
Expert Insights

A dominant healthcare player with multiple growth avenues

Explosive growth in Asia’s middle-class is a structural trend offering compelling investment ideas. Shannon McConaghy, of VGI Partners, says over 1.5 billion people...
Livewire Exclusive
Livewire Markets
Equities

Looking under the hood to explain 25% increase in Carsales horsepower

Perception can be powerful, particularly when it comes to stock valuation. Despite no change to its earnings, Carsales (ASX:CAR) stock has risen 25% over recent...
CAR
REA
Alex Shevelev
Forager
Equities

What happens when a “pre-revenue” company starts to produce revenue?

Silicon Valley is a wonderful TV series that I would strongly recommend to anyone with the slightest interest in financial markets. In it, the character Russ Hanneman...
David Guy
Leithner & Company Ltd
Expert Insights

The battle of the big caps

Australia's large caps, energised by cheap debt and ultra-accommodative fiscal policies, stormed through the pandemic and beyond. The S&P/ASX 200 hit an all-time high...
AMC
ANN
+24
Ally Selby
Livewire Markets
Equities

Financial markets, a mean reverting machine

Following on from their discussion last quarter, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the...
David Clark
Koda Capital
Expert Insights

Just how pricey are Aussie tech stocks?

The short answer is “very”. In the following interview, Dr Philipp Hofflin from Lazard Asset Management points to a tech wreck to demonstrate why a pullback in Aussie...
APT
APX
+2
Livewire Exclusive
Livewire Markets
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