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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

5G Networks - Re-rating Underway

I wrote about 5G Networks (5GN) back in December. Since then the company has entered the Data Centre market, raised $8m and a number of new funds have joined the...
5GN
+2
Harley Grosser
HD Capital Partners
Expert Insights

Why we invested in AMP

When you invest in a business like AMP, nobody stops you in the street to tell you what a great investment it is. While the businesses that AMP run may not look very...
AMP
Livewire Exclusive
Livewire Markets
Equities

How to destroy $53 billion in two easy steps

Poor capital allocation decisions are one of the most frustrating parts of being a patient and contrarian investor. We conduct detailed independent research and invest...
Hamish Carlisle
Merlon Capital
Equities

The Unicorn has arrived

Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell...
Roger Montgomery
Montgomery Investment Management
Equities

A postcard from Paradice

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...
BHP
DOW
FMG
+2
James Marlay
Livewire Markets
Equities

The emerging market myth

Conventional wisdom has it that superior GDP growth in EMs will produce superior EPS growth. Yet, over the last decade real EPS in India has fallen by almost 60% while...
Stephen Arnold
Aoris Investment Management
Equities

Spotlight on CIMIC Group

CIMIC Group (ASX: CIM) is a global engineering-led construction, mining and services business with a history dating back to 1899. This week, CIMIC released their...
Oscar Oberg
Wilson Asset Management
Equities

Livewire readers beating the market by 20%

We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped...
AMI
AMP
+7
Alex Cowie
Alex Cowie
Equities

The Instagram Generation

The world’s youngest billionaire was crowned in 2019. At age 21, Kylie Jenner and her business Kylie Cosmetics were included into this club. This rapid success...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Retail REITS And The (Invisible) Risk

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in...
BWP
CHC
+7
Rudi Filapek-Vandyck
FNArena
Equities

VW’s ringing endorsement of Australian lithium highlights sector’s potential

The German giant this week named hard-rock lithium, such as that from WA, as being far more desirable than the South American brine-type. Plus, it loves Australia. The...
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: The #1 stock for offshore growth

Local stocks enjoying growth offshore provide a rare shining light in a market exposed to our weakening economy. In this episode of Buy Hold Sell, we look at stocks...
ALU
BKL
+2
Buy Hold Sell
Livewire Markets
Equities

Why do Australians pay crazy multiples for CSL?

Last month, I was sitting in a hotel lobby (actually the Bar) in Amsterdam after attending the International Plasma Protein Conference. I started talking with a fellow...
CSL
Sam Byrnes
ECP Asset Management
Equities

Picks and Shovels for the data driven world

When we think about the economic progress of the human race over the past 50 years, there is probably no more important development than our ever-increasing ability to...
Garry Laurence
Profeta Investments
Equities

3 principles for finding dividend sustainability

A recent podcast with Robert Millner, Chairman of Washington H Soul Pattison & Company Ltd (ASX:SOL) provided valuable insights into the mindset of a long-term...
Robert Miller
NAOS
Equities

IMF Bentham - continuing to evolve

IMF Bentham (IMF) was traditionally a litigation funder which provided finance to legal firms purely using its own balance sheet. This business model has worked well...
Nick Maclean
Surrey Asset Management
Equities

Mission (almost) Impossible to find small-cap value

One value-seeking investor recently proposed a daring mission for Criterion which, naturally, your intrepid columnist chose to accept: identify a handful of small cap...
AVJ
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The best tech company you've never heard of

Ansys is the dominant player in the simulation software industry, helping the world’s most innovative companies such as Ferrari, Dyson and Tesla design and test new...
Will Dowd, CFA
Fairlight Asset Management
Expert Insights

Australian corporates feeling the pinch

Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked...
Livewire Exclusive
Livewire Markets
Equities

TomTom and the future of driver-less cars

After disposing of its truck fleet management business, TomTom is now an attractively valued pure play mapping data business, posing an interesting takeover target for...
James McDonald
James McDonald
Pengana Capital Group
Equities

Are equities safe when there are growth worries?

The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted yield curve recession” have...
BLD
CGF
+6
Jason Teh
Vertium Asset Management
Equities

Who profits from online groceries?

As many millennials are now reaching the age at which they start to take over the grocery shopping responsibilities, it is not surprising to observe significant growth...
COL
Andrew Macken
Montaka Global Investments
Expert Insights

Reasons to invest in this consumer disruptor

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...
Livewire Exclusive
Livewire Markets
Equities

Afterpay and Zip: Don't be fooled by the pretenders

This time last year, we discussed Zip Co and Afterpay, comparing them to “buying Xero in the early days.” With Zip Co (ASX:Z1P) up 138% and Afterpay (ASX:APT) up 330%,...
APT
+1
Weimin Xie
Weimin Xie
MX Capital
Equities

Two small caps with long runways of growth

At Lakehouse Capital we're always on the lookout for industry leaders that are gaining share of growing markets. We backed two more recently and discussed the...
AD8
NAN
Joe Magyer
Joe Magyer
Lakehouse Capital
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