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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

Right commodity, right spot on the cost curve, right timing, and right price!

Tectonic's Benjamin Haan is always on the lookout for "hidden gems" - small-cap companies flying under the radar of other institutional investors. And he believes...
BHP
Benjamin Haan
Tectonic Investment Management
Equities

Pentanet brings high end gaming performance to almost any device

Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce...
5GG
Gary Rollo
Montgomery
Equities

A compelling long-term investment

Microsoft thrived during the COVID-19 pandemic, with the tech giant reporting revenue up 18% from the previous year. Here, Magellan outlines why Microsoft is still...
Magellan Investment Partners
Magellan Investment Partners
Collections

Is now the time to be greedy in China?

Value investors, including Charlie Munger, have been snapping up cheap shares in China in recent months. So is now the time to be greedy as fear levels rise? Angus...
Angus Kennedy
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 17 October 2021

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...
Callum Thomas
Topdown Charts
Expert Insights

An eye for intrinsic value lends itself to finding takeover targets

You wouldn't be blamed for thinking the team at the Collins Street Value Fund were takeover punters - some of their largest performance contributors have come as a...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

10 of the ASX's best management teams

We are often told that a management team can make or break a business. It's why industry jargon like "skin in the game" has become so renowned, and why investors...
GMG
+7
Buy Hold Sell
Livewire Markets
Equities

Rare opportunity in a serial outperformer

When I last wrote a wire on electronic solutions company Codan (ASX: CDA) in May 2018, the stock had been in an earnings upgrade cycle for the preceding two years....
CDA
Naheed Rahman
Cygnet Capital and RaaS Research Group
Buy Hold Sell

Buy Hold Sell: 5 stocks in an upgrade cycle

Over the past 18 months, Australians have faced an onslaught of truly biblical proportions. One after the other, fires, floods and a literal plague have ravaged...
+2
Buy Hold Sell
Livewire Markets
Rapid Fire

Can the astounding global dividend bounce-back last?

Will Australian investors’ love affair with the “Big 4” banks resume after the pandemic, or has the equity income dynamic shifted forever? And what’s the big sector...
BHP
RIO
Glenn Freeman
Livewire Markets
Equities

An industry leader at a discount

Challenger Limited is the dominant fixed annuities provider in Australia. It entered the market in 1997 and today it has around an 80% market share. Before jumping...
CGF
Tim Morrison
Allan Gray
Equities

Pentanet’s solution for fast internet

Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed...
5GG
Gary Rollo
Montgomery
Expert Insights

Rich pickings for L1 as M&A supercycle fires up

L1 Capital’s new Catalyst Fund is unique in several ways, not least that the concentrated portfolio holds just 10 stocks. To find out the three key "gates" each stock...
Livewire Exclusive
Livewire Markets
Equities

A new era is beginning

COVID-19 has placed the healthcare sector front and centre in all our minds. The development of a vaccine in record time was truly remarkable, showing what can be...
Dr Bianca Ogden
Platinum Asset Management
Equities

Hidden gems: Profitable small caps that are forging export markets

As with so many facets of human nature, it’s natural for investors to covet the next big thing wrapped in glittering paper. It’s why tech stocks have done so well in...
SDI
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The issue with equity market income – ESG and quality

We’ve spent the last 2 wires talking about the importance of equity income as part of total return, but also looking at some of the challenges with chasing it in...
Chad Padowitz
Talaria Asset Management
Equities

Why now’s not the time for a Queen’s Gambit

Like millions of other people around the world, the combination of Netflix’s The Queen’s Gambit and a long time locked inside my home rekindled my interest in chess....
DOW
+2
Steve Johnson
Forager
Equities

Tangible returns from intangible brands

The recent update to the Fairlight brand and the internal process that we undertook in working through the defining characteristics of our business and how to...
Ian Carmichael
Ian Carmichael
Fairlight Asset Management
Collections

What regulation means for Big Tech in China

Recent regulatory crackdowns in the Chinese market have triggered selloffs across many of their largest tech names. BAT stocks (Baidu, Alibaba, Tencent) alongside the...
Angus Kennedy
Livewire Markets
Equities

Why have investors become theme junkies?

Most investors love a good theme. A long-term industry-shifting thematic trend provides fantastic structural support to a portfolio. Today there is no shortage of...
Andrew Macken
Montaka Global Investments
Equities

Our playbook to finding sustainable winners

As long-term investors, we understandably care about the quality of our investments now. But it is the future direction of these companies where we can realise the...
Bob Desmond
Claremont Global
Equities

Sic Parvis Magna: Great things from small beginnings

At AIM, one of our favourite pieces of wisdom from Charlie Munger is his so-called first rule of compounding: “never interrupt it unnecessarily.” Would you get out...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Financial risks to support gold

Gold stocks, along with gold bullion have underperformed other asset classes so far in 2021, weighed down by elevated US Treasury yields and a stronger US dollar. The...
Arian Neiron
VanEck
Equities

Weekly S&P500 ChartStorm - 10 October 2021

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...
Callum Thomas
Topdown Charts
Rapid Fire

3 myth busters and 3 micro-caps you wish you'd heard of

The world of micro-caps is riddled with mystery. But when you find that stock that's right for you - bam - you've struck gold and it will truly reward you. Its...
Mia Kwok
Mia Kwok
Livewire Markets
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