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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

How to identify (and avoid) the next fad, fraud or failure

While the world is awash with a menagerie of successful companies - those with brilliant management teams, societal shifting products and services, and captivatingly...
Ally Selby
Livewire Markets
Collections

Never send a suit to do a founder's job

Investing and management team access go together like gold and steak - a mouthwatering combination attained only by a select few. However, the premise of investing...
APT
+12
Angus Kennedy
Livewire Markets
Buy Hold Sell

How to uncover the next small-cap champions

It's fair to say there is something truly exhilarating about investing in a winning small-cap. And over the past 12 months, the ASX has produced a considerable few. ...
NHF
+1
Buy Hold Sell
Livewire Markets
Equities

Best and worst themes in a market correction

At the time of writing, both local and global markets were down for the month of September. Could this be the start of a correction? Statistically speaking, we expect...
Bruce Apted
State Street Investment Management
Equities

5 ways to access this tech megatrend

Cloud computing, which involves renting someone else’s computer power or using software on the internet, is one of the fastest-growing technologies in the world. It...
kanish chugh
kanish chugh
Global X ETFs
Equities

Immutep – Leading the development of immunotherapy for cancer and autoimmune diseases

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the Fund. In particular,...
IMM
James McDonald
James McDonald
Pengana Capital Group
Equities

13 stock picks to own for the next five years

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...
CXL
EQT
IEL
+3
Matt Buchanan
Matt Buchanan
Equities

An undervalued sector embedded in the transition to green energy

The retrofitting of global energy systems designed to run on fossil fuels is a shift unsurpassed by anything since the industrial revolution. While on the surface it...
Alison Savas
Alison Savas
Antipodes
Equities

E.G.L. - it’s in the name

For readers that may identify as “boomers”, the title is a play on the slogan used by EA Sports for around two decades in the loading screen intro of its sports video...
Joshua Baker
Rapid Fire

Meet Bianca Ogden: The PhD in Platinum's Biotech crown

The reopening play has recently resurfaced as a popular theme amongst investors, with fund managers and punters alike looking through what we all hope to be the last...
Ally Selby
Livewire Markets
Equities

The biggest business busts and what you can learn from them

Elizabeth Holmes is currently in court, facing 12 counts of fraud over her role at Theranos, the now notorious blood-testing firm that was once an illustrious Silicon...
SGH
Ally Selby
Livewire Markets
Equities

GARY Top Ten: Stocks offering growth at reasonable yield

Long term investment strategy has always been the perennial optimisation between the macro and micro cycles. The main cycle we are seeing in the current macro is in...
AMC
CGF
ELD
+7
Mathan Somasundaram
Deep Data Analytics
Equities

The compounding effect of a Latin American super network

In my previous wire, I discussed loyalty as one of our three investing pillars and gave 3 examples of companies that fit that criteria in our portfolio. Today I will...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

Appreciating the mighty all-weathers

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...
ANN
CSL
REA
+2
Rudi Filapek-Vandyck
FNArena
Buy Hold Sell

Buy Hold Sell: 5 stocks for the reopening

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the...
HLS
+2
Buy Hold Sell
Livewire Markets
Equities

The unloved sector at an inflection point

The standout sector for the folks at Eley Griffiths isn’t sexy. In fact, it has been somewhat demonised as the decarbonisation train has blasted across markets in...
BRG
CAR
DDH
+7
Glenn Freeman
Livewire Markets
Collections

12 stocks for the next selloff

In the first part of this collection, I asked three fund managers (below) whether they are bulls or bears when it comes to the reopening. In the second part they...
AMC
BXB
COH
+6
Glenn Freeman
Livewire Markets
Equities

WAAAXing and waning tech valuations show the danger of treating the sector as an amorphous lump

The founder of one of the ASX’s most unusual ‘tech’ companies is scathing about the business model of tech stocks with billion dollar-plus valuations, with the current...
APT
APX
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Market powers on despite uncertain times

Over the last 12 months, markets have produced strong returns. This has been achieved in an investment environment that remains highly uncertain. The internet...
Andrew Clifford
Andrew Clifford
Platinum Asset Management
Collections

Beware of a cyclical sell-off

Are stock prices in a bubble that could be pricked at any time – either by rising interest rates, a rapid end to central banks' monetary stimulus or some other...
BXB
QAN
Glenn Freeman
Livewire Markets
Equities

Papering over the cracks

Only a cursory amount of common sense seems necessary in questioning the connection between a domestic economy which is largely locked down, a global economy still...
APT
ASX
BHP
+12
Martin Conlon
Schroders
Equities

Next-gen 9-1-1: A multi-billion dollar microcap opportunity

The 9-1-1 service in the United States has been active since 1967, when the President's Commission on Law Enforcement and Administration of Justice recommended the...
Jerram Lindsay
Spheria Asset Management
Equities

How retail investors access global Private Equity investments.

Historically, private equity investments have primarily only been accessible to large and sophisticated institutions, endowment funds, family offices, and a limited...
Pengana Capital Group
Pengana Capital Group
Equities

Apple may have lost its App Store battle, but it has won the war

Apple was hit with an adverse decision in an important court case last week. But it might not damage the tech giant in the long-run. Shares in tech giant Apple...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Beyond megacap tech: Blackstone begins its boom

Stephen Schwartzman, co-founder and CEO of Blackstone, is one of the richest people on the planet with a staggering US$39 billion fortune amassed over a glittering...
Andrew Macken
Montaka Global Investments
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