Home Wires

Equities

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

Equities

Staying relevant in a fast-changing world

Consumers have never been more fickle, in a world of fast fashion and next-day delivery. Covid has further upended our purchasing behaviours and expectations. Against...
Delian Entchev
Aoris Investment Management
Buy Hold Sell

Buy Hold Sell: 5 innovative growth stocks

It's easy to be wowed by the massive changes our ancestors experienced — aeroplanes, electricity, the shoelace — and underestimate the ones we ourselves are living...
Buy Hold Sell
Livewire Markets
Equities

Why Centuria Capital is a beneficiary from the flood of liquidity into markets

One theme we continue to follow is the impact of the ongoing flood of liquidity being provided to financial markets and the impact it is having on the value and demand...
Stuart Jackson
Equities

Forget nukes – cyber conflict is the 21st century crisis

The online age has heralded a new era of warfare, which pits not only sovereign nations against one another, but also cyber criminals against businesses, individuals,...
Blair Modica
Blair Modica
Betashares
Equities

Gene Editing and Beyond

The manipulation and editing of DNA is a field of study which can be quite divisive in conversation. On the one hand, we are exploring new frontiers of scientific...
Max Pacella
Rest Super
Equities

Why our small caps team recently bought Accent Group

The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our...
AX1
Roger Montgomery
Montgomery Investment Management
Equities

The biggest newsworthy story overlooked by the market

It’s every fund manager’s quest to find undervalued gems in the market, particularly quality companies that can compound growth into the foreseeable future. In today’s...
NWS
REA
Ray David
Ray David
Equities

No signs of mortgage stress – yet – as the regulators tighten the home lending screws

With the average Sydney pile now worth more than $1 million - with a broken drain the only water view - it’s an odds-on bet that the next financial meltdown will have...
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

3 Aussie reopening opportunities now

Are there any opportunities left to invest in undervalued companies on the ASX? Well, that’s a good question. Travel, tourism, entertainment, and shopping centre share...
AMA
VVA
Alex Shevelev
Forager
Rapid Fire

Meet the fundie who pioneered the founder-led strategy

Founders are fascinating creatures - the ability to turn an idea into a billion-dollar empire captures the imagination of us all. Their relentless pursuit of success...
Angus Kennedy
Livewire Markets
Buy Hold Sell

How to find the next 100 bagger

100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the...
Buy Hold Sell
Livewire Markets
Equities

The great Value rotation

The ‘value trade’ continues to do well as inflation concerns, whether you think it is transitory or real, point to rate rises and tapering of quantitative easing....
Arian Neiron
VanEck
Equities

A look inside tech valuations and our 3 best ideas

Have you considered the difference in valuations between public and private technology companies? It would be fair to argue that, on average, private company...
Ross Barrows
Wilsons Advisory
Equities

The market has a carrot

If the year past has shown investors one thing, it's that taking too bearish a view on the outlook for equities and bonds is seldom and only briefly rewarded. Equity...
KMD
+1
Rudi Filapek-Vandyck
FNArena
Expert Insights

Abnormal profits: Why they're coming and where to find them

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...
Livewire Exclusive
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 3 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
Equities

A retrospective look, 10 years on

It is often good to look back at where we have been and consider how our views have evolved over a specific period towards the current consensus. In this context,...
Mugunthan Siva
India Avenue
Equities

Beware of yield traps

With interest rates are at record lows, investors may be tempted to chase high dividend-yielding stocks to replenish lost income in their portfolios. However, chasing...
BHP
FMG
RIO
+1
Jason Teh
Vertium Asset Management
Equities

Touch gives investors a slice of Afterpay talent

“The next Afterpay” has to be a candidate for the most overused phrase in investment circles at the moment. Companies and investors alike are finding comparisons to...
APT
Graeme Carson
Cyan Investment Management
Collections

3 fundies' founder-led favourites

In the first part of this collection, we learnt what drives outperformance in founder-led companies. We then discussed the main risks to consider and the industries...
FMG
PWH
Angus Kennedy
Livewire Markets
Equities

3 key drills to investing in Future Quality companies

The Tokyo 2020 Olympics showcased athletes at the top of their game, with one common theme being the commitment to training by all competitors. The Olympic time...
William Low
Yarra Capital Management
Equities

The 2 big risks of income strategies, and how to fix them - part 2

The issue with equity market income - ASX200 While equity market income has been a crucial part of total return for over 100 years and sometimes the sole contributor,...
Chad Padowitz
Talaria Asset Management
Equities

The 5 key drivers of the emerging M&A Super-cycle

Since early 2021, we have had the view that we have entered a new Mergers and Acquisition (M&A) super-cycle. In this wire, I will explain why we believe this...
APA
APT
+7
James Hawkins
L1 Capital
Equities

Two big Aussie themes and 4 stocks on Regal's radar

There's definitely a giddy feeling you get when you stumble across your dream investment. Perhaps you've developed a "type" over the years, whether that's companies...
CHN
Mia Kwok
Mia Kwok
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 of Warren Buffett and Cathie Wood's top stocks

You may not bet billions on stocks like Buffett, or be hard as (Cathie) Wood to ride the Tesla rollercoaster, but these global investors sure know a thing or two...
Buy Hold Sell
Livewire Markets
5226-5250 of 8791
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now