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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

Yes we're in a stock market bubble, no you shouldn't sell: T. Rowe Price's Scott Berg

Global equities portfolio manager Scott Berg on Trump, AI, and how to navigate a bubble at a time of profound change.
Tom Stelzer
Livewire Markets
Equities

Expedia’s innovative success in travel markets

We believe the company is positioned for sustained growth in both B2C and especially B2B.
Garry Laurence
Profeta Investments
Equities

The hidden engine inside Block Inc: Why its flywheels matter more than you think

Block is building powerful user and merchant flywheels, and Cash App Pay is turning them into a closed-loop commerce engine.
XYZ
Lachlan Hughes
Swell Asset Management
Equities

Xero's results show concerns over Intuit competition

Proof that the ASX can host world-leading tech companies, shareholders are trimming Xero for struggling against Intuit in the US.
XRO
William Taylor
ETF Shares
Equities

8 ASX names Macquarie says are ready to run in a rebound (plus a “least preferred” stock)

Macquarie says investors should prepare to become greedy as markets become fearful.
AOV
+6
Vishal Teckchandani
Livewire Markets
Equities

The shift toward scarcity: a playbook for a new era of investing

In an era of higher costs and constraints, opportunity favours strong balance sheets, real assets, and dependable cash flows.
Chad Padowitz
Talaria Asset Management
Equities

Consequences of capital flows can't be ignored

The Fed and passive investors have become powerful, price-insensitive forces distorting market signals.
ClearBridge Investments
ClearBridge Investments
Equities

Last year's Sohn picks returned 38%. Here are the 9 new ideas from this year's conference

From steel and cement to UFC and AI software, nine fund managers share their highest conviction Sohn Hearts and Minds stock ideas.
+3
Chris Conway
Livewire Markets
Equities

Growth at reasonable yield (GARY) shows how the bear outperformed the bulls in a bull market

Predicting the big rain doesn’t count, building an ark does
CDA
DDR
+1
Mathan Somasundaram
Deep Data Analytics
Equities

Price premiums in copper M&A show how remaining stocks are under-valued

The point is highlighted by Sandfire’s offer for Havilah; Trek stumbles across big WA manganese deposit.
ALM
BHP
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 small-cap hidden gems worth your attention

Two small-cap experts uncover five under-the-radar stocks with unique catalysts and big potential for investors.
EOL
L1G
+2
Buy Hold Sell
Livewire Markets
Equities

Strong earnings offset valuation concerns

What a difference a weekend can make.
+2
Tom Stevenson
Fidelity International
Equities

In a market full of contradictions, Ophir continues to find success

Andrew Mitchell explains how vigilance, curiosity and hard work create an edge in today’s complex markets.
Chris Conway
Livewire Markets
Equities

The great microcap divide: 4C data reveals

ASX quarterlies show a 118% surge in capital raising still left ~50-60% of (mostly) microcap "4C" reporters with less than one year of cash.
Martin Pretty
Equitable Investors
Success and More Interesting Stuff

Mark Landau's best investment decision

A chance meeting changed Mark Landau’s life. He shares how L1 Capital grew from two founders into a $17 billion investment firm.
L1G
Matthew Kidman
Centennial Asset Management
Equities

Helloworld: pre-covid earnings restored, but P/E rating not (yet)

Helloworld (ASX:HLO) trades at a deep discount to peers and pre-COVID levels despite earnings recovery and TTV rebound to near FY19 peaks.
Thomas Lambeth
VP Capital
Equities

3 ASX 200 stocks rated a Strong Sell - what the brokers are saying

Leading brokers are consensus bearish on a few big ASX names (including CBA). Here are the key arguments for why consensus says "sell".
LTR
Tom Stelzer
Livewire Markets
Equities

How to invest in the global economic reset

The easy era of globalisation is over - here's where PM Capital is finding value and 2 stocks it says will benefit from global reshoring.
Anna Dadic
Livewire Markets
Equities

Latest ASX bank results: the big takeaways for dividend investors

Westpac is the best of the bunch, while the disappointment has been a surprise to many.
MQG
+2
Peter Gardner
Plato Investment Management
Buy Hold Sell

Buy Hold Sell: Can the small-cap rally last? (plus ASX 4 stocks to watch)

Small caps are back and beating the big end of town. Can the rally last, or will momentum fade as we roll into 2026?
IRE
+1
Buy Hold Sell
Livewire Markets
The Rules of Investing

Chris Prunty: The 4 small caps heading for ‘Hall of Fame’ status

QVG Capital’s Chris Prunty shares the traits of market greats and reveals four small caps he believes could join their ranks.
+12
The Rules of Investing
Livewire Markets
Equities

2 new sparks that could burn down the stock market bubble

AI companies seeking government handouts and legal uncertainty over Trump's tariffs could shock stocks at a time when momentum is crucial.
Tom Stelzer
Livewire Markets
Equities

Hamish Douglass bought it when no one would - now Bell Potter’s doing the same

A famous ASX contrarian trade from a decade ago is back in focus.
COL
Vishal Teckchandani
Livewire Markets
Equities

Investors buy the copper dip in anticipation of price surge and M&A

FireFly is among the copper stocks attracting much attention, as is rapidly advancing Coda and the rejuvenated Peel.
BHP
+1
Barry FitzGerald
Independent Journalist
Equities

Moving on from Big Tech - what's next?

We're looking at other themes to invest in and see no rush to re-enter the market.
Marcus Padley
Marcus Today
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