Home Wires

Equities

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

Equities

Three ASX small cap plodders now heading for the finish line

Almost every small-cap investor knows the pain of investing in the next big thing, only to find their stock remains resolutely that: a small-cap. Or even worse, the...
TZL
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Spot the difference. Does ESG matter in ETFs?

A theme that has been bounced around for the better part of two decades is getting its day in the sun. This year's Inside ETFs Australia conference, hosted at the ASX...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

How to identify dependable companies offering scale and diversification

Key takeaways Scale and diversification – common attributes of high-quality companies – have played a role in the superior earnings of the team’s portfolios. Whether...
Bruno Paulson
Morgan Stanley IM
Equities

Expecting the Fed to be late to the cycle

The local market had another positive day where size did matter. Large Caps were up over 1%, mid-caps gained more than 0.4% while small caps were down 0.1% and micro...
Mathan Somasundaram
Deep Data Analytics
Equities

Ageing narratives struggle to find a marginal buyer?

In the context of stock markets, Reflexivity is the principle that a higher price for a given stock can improve its fundamentals, and then drive its price higher...
CAA
MYS
+1
Sinclair Currie
NovaPort Capital
Equities

Positioning for inflection points in Australian large-caps

As Australian shares race to fresh record highs, our large-cap duo Matthew Haupt and John Ayoub believe that investors are nearing a pivotal moment of time that will...
CGF
CPU
+5
Wilson Asset Management
Wilson Asset Management
Equities

Absolute returns throughout the cycle

In this episode, David speaks with both Prasad Patkar (Head of Qualitative Investments) and Peter Brooke (Head of Quantitative Investments) at Platypus Asset...
David Clark
Koda Capital
Equities

A disastrous drug approval

At midnight a couple of days ago the US Food and Drug Administration announced the approval of Biogen's Alzheimer's drug Aducanumab. Usually, when a drug is approved...
Michael Frazis
Frazis Capital
Equities

Growth and Inflation are two sides of the same coin

Local market had another positive day on weak turnover despite US inflation beating expectations. You know the market dynamics are messed up when core inflation beats...
Mathan Somasundaram
Deep Data Analytics
Equities

WAM Analyst Forum: buy, hold, sell

In this first-ever analyst’s forum for Wilson Asset Management, our Equity Analysts share the stocks they would buy, hold and sell in sectors including financials,...
+16
Wilson Asset Management
Wilson Asset Management
Equities

You can’t be successful if you stick with consensus: Emma Fisher

When you’re sifting the listed company universe, some stocks are just impossible to ignore. If you’re lucky enough to stumble across businesses with wide moats of...
CSL
NCK
+2
Glenn Freeman
Livewire Markets
The Rules of Investing

The ‘special’ stocks Emma Fisher is hitching the Airlie wagon to

Truly special businesses don’t come along very often. Those with enduring competitive advantages, the ability to grow for long periods and produce high returns on...
CSL
NCK
PWH
+1
The Rules of Investing
Livewire Markets
Equities

The global challenge of clean water

Shortages of clean water are a global challenge and often water infrastructure is costly to deploy and maintain. Global water-treatment company Fluence Corporation is...
Roger Montgomery
Montgomery Investment Management
Equities
Sponsored

Cracking the code on the long/short

The fund that cracked the code on the long/short to perfectly time Afterpay's drop has just listed as an ETMF on the ASX, meaning investors can get better access and...
Livewire Exclusive
Livewire Markets
Equities

Biden’s clean energy plan fuelling great expectations for uranium price

Boss Energy set to feed investor appetite for near-term uranium producers with release of pivotal feasibility study. Plus, the runaway share prices of Coda and...
BOE
+7
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 founder-led mid-caps

They say that behind every great business is often an even better management team. We're told to invest in people rather than the business, to find leaders with "skin...
GMG
+2
Buy Hold Sell
Livewire Markets
Equities

Are we going into a US corporate downgrade cycle?

Local market had a positive day on weak turnover. Markets are stuck on flip flop mode in recent weeks where one day’s move gets reversed the next day. It seems like...
Mathan Somasundaram
Deep Data Analytics
Top Rated Funds

Don't be contrarian for the sake of it: Hugh Giddy

Are you a crowd-pleaser or are you a contrarian? asks Hugh Giddy, senior portfolio manager at Investors Mutual.  Although it wasn't initially intended as advice,...
APT
CSL
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Recovery and inflation: 7 winners and 3 losers from Hofflin, Kanelleas

Dawn Kanelleas and Dr Philipp Hofflin, prominent stockpickers from two well-established Australian equity fund managers, recently gave their respective takes on local...
ALX
BHP
CGF
+10
Glenn Freeman
Livewire Markets
Rapid Fire

The long and short of it

Jun Bei Liu's positivity and warmth are truly infectious, her story at once impressive and inspiring. In fact, I'm so enthralled by her willingness to open up about...
APT
RMD
+2
Ally Selby
Livewire Markets
Equities

Chinese reflation is the new pandemic

Local market had a negative day on weak turnover. It started positive and then faded into the China inflation update. The fade turned into more of a slide lower after...
Mathan Somasundaram
Deep Data Analytics
Equities

Compare the pair: is Costa Group or Lynch Group the pick of the bunch for investors?

Mourners grabbing a bunch of roses at the supermarket en route to great aunt Dora’s funeral – or virtual send-off in the case of Victoria - would be oblivious to the...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

A microcap the global auto giants can't go without

Autonomous and advanced driver assistance solutions have revolutionised the driving experience and are tackling road safety head on. Over many years, automakers and...
Aimee Jordan
Spheria Asset Management
Equities

Our quirkiest and most differentiated position yet

Games Workshop was founded by three schoolmates in London in 1975, as a manufacturer of wooden boards for games (the founders are no longer with the company).  Not...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

Direct from the Desk: A deep dive into Oz Minerals

In the fourth episode of 'Direct from the Desk' I'm joined by Senior Analyst Peter O'Connor to take a deep dive into Australia's no 1 copper stock, Oz Minerals...
BHP
+6
James Gerrish
Market Partners
5651-5675 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