Home Wires

Equities

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

Equities

What do cordless tools have in common with Amazon and Tesla?

Across household garages you once found cordless tools from many different brands. That is changing, with the eye-catching green of Ryobi filling the room. In a world...
WES
Ty Archibald
Ty Archibald
Aoris Investment Management
Buy Hold Sell

Buy Hold Sell: 5 long-term compounders with dividends for days

There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous...
JBH
MQG
NHF
+2
Buy Hold Sell
Livewire Markets
Equities

False economy to be tested by cost inflation cycle

Local market started positive and faded through the day to negative before a big pump at the close delivered a flat day. Market continues to struggle with weaker...
Mathan Somasundaram
Deep Data Analytics
Equities

The rise and rise of M&A activity – The outlook for 2021 and beyond

In response to the COVID-19 global pandemic, Australian Merger and Acquisition (M&A) activity in 2020 experienced a steep decline with a 20% reduction in deals...
Jared Tilley
NAOS Asset Management
Equities

This online bank is coming after the old guard

Elevator Pitch SOFI is an online bank that is growing rapidly as younger tech savvy banking customers are turning away from old traditional, restrictive, high street...
Scott Williams
Fiftyone Capital
Equities

7 easy ways to get hurt

With the market at ~7,600 (ASX 200) – up a stunning +67% (excluding dividends) from the nadir in March 2020 – it’s pretty clear that complacency is creeping in. In...
APT
+3
Dion Hershan
Yarra Capital Management
Rapid Fire

What’s the most recent investing mistake you’ve made?

Mistakes are a part of life. But reflecting and learning from them is one of the keys to being a successful investor says Tim Hillier from Allan Gray Australia. ...
VCX
Patrick Poke
Livewire Markets
Equities

6 ASX examples of “fade” the pop and BUY the dip

Global equities continue to rally strongly from their March 2020 lows but stock/sector rotation has arguably been the main game in town as investors strive to add...
HUB
REA
+4
James Gerrish
Market Partners
Equities

TPG: An attractive yield play

With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise. In this weekly update,...
TPG
Steve Johnson
Forager
Equities

High-margin, asset-light businesses are the best defence against inflation

With the latest US CPI reading over 5%, we have been receiving a number of questions from investors about what this means for the future composition of our...
Bob Desmond
Claremont Global
Reporting Season

Undeniable: Why CBA remains the best of the banks

Australia's biggest bank reported today and it did not disappoint. There was a wash of green, both on their financial statements and in the eyes of investors as they...
Angus Kennedy
Livewire Markets
Equities

Socialism for big business may drive small business into bankruptcy

Local market started positive and faded through the day to deliver a slight positive day on the back of banks and miners. It has been that case for the past week....
Mathan Somasundaram
Deep Data Analytics
Equities

Beyond Afterpay, who are the next ASX fintech dazzlers?

The $39 billion takeover offer for Afterpay (ASX: APT) highlights the stupendous potential of our home-grown digital-oriented fintech minnows, bearing in mind the...
APT
EML
+4
Tim Boreham
Tim Boreham
Independent Investment Research
Reporting Season

How investors can cash in on the CBA buyback

As we predicted, Commonwealth Bank (ASX: CBA) has today announced an off-market buy-back, with the size – at $6 billion - slightly exceeding our expectation of $5...
Peter Gardner
Plato Investment Management
Equities

A winning Chinese tech stock amid the market storm

While the risks from Tencent being based in China are salient in investor’s minds at present, with many Chinese tech stocks seeing material share price declines, we...
Andrew Macken
Montaka Global Investments
Equities

Harvesting the returns of long-term thinking

Long-term investing is relatively common but Prime Value’s foundation as a family office means that it is embedded in our investing DNA. Generating significant wealth...
Richard Ivers
Prime Value
Equities

A standout tech mid-cap with US reopening leverage

At Watermark, we love uncovering falling angels. This is typically a market favourite that lands itself in the fund manager "sin bin" after lofty expectations. Some...
360
XRO
Harry Dudley
Hamma Capital
Equities

Big Tech’s success incites a backlash

Theodore Roosevelt, the 26th US president who was in office from 1901 to 1909, is ranked among the greats. Among his achievements was that he was a ‘trust...
Michael Collins
Michael Collins
Magellan Investment Partners
Collections

Sometimes stocks are cheap for a reason

There's nothing better than a discount, and nothing better than beating the crowd. Well folks, welcome to value investing - where everything is on sale! But as with...
AMP
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Global earnings rocket

Most of the global reporting season is over before the Australian reporting season has begun. It has been a cracking reporting season; upgrades are running as high as...
Damien Klassen
Nucleus Wealth
Equities

Aussie dollar v US dollar is looking like a dead man walking

The local market had a choppy flat day where weakness in miners was covered by the strength in financials. It was about the commodity weakness and yield bounce. The...
Mathan Somasundaram
Deep Data Analytics
Equities

From disappointment to delight: Why Hyperion's holding its Afterpay shares tight

When Hyperion duo Mark Arnold and Jason Orthman caught wind of Square’s $39 billion bid for Afterpay they weren’t happy. Afterpay is the largest holding (11.8%) in...
APT
James Marlay
Livewire Markets
Equities

A niche microcap well placed to grow

Finding the tiddlers that can grow into tomorrow’s whales is one of the best things about fishing in the microcap pond. Laboratory and environmental services business...
ALQ
HRL
Tim Binsted
NovaPort Capital
Rapid Fire

How the US earnings season shot the lights out

'Astounding' is the word that Bob Desmond, Head of Claremont Global used to describe the recent US earnings season. Wrapping up this week, all major US companies...
Bella Kidman
Bella Kidman
Livewire Markets
Buy Hold Sell

Where to hunt for dividends in 2021 and beyond

If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our...
ALD
BHP
+11
Buy Hold Sell
Livewire Markets
5426-5450 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