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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.

Buy Hold Sell

Buy Hold Sell: The hottest ASX small caps right now (and 2 on the rise)

The small-cap comeback is real. This episode of Buy Hold Sell unpacks some of the factors and stocks you should be paying attention to.
AYA
+2
Buy Hold Sell
Livewire Markets
Equities

Morningstar’s 5 best tech stock ideas for Australia and the US

Along with 10 other ideas from Asia and Europe to consider.
SDR
+3
Sara Allen
Livewire Markets
Equities

The defensive stocks to play the potential AI-led correction

Things are rosy for US and global equities right now, but if we get a correction, what S&P 500 stocks could offer the best protection?
+6
Tom Stelzer
Livewire Markets
Equities

Gen AI buildouts spur tech Infrastructure boom

Picks and shovels providers are generating strong tailwinds in a 'once-in-a-decade' cycle
+4
ClearBridge Investments
ClearBridge Investments
Equities

Has the RBA killed ASX growth? WAM's Matt Haupt on the winners and losers

Wilson Asset Management's Matt Haupt says the RBA's decision had been in the post. He's more interested in the global growth story.
Tom Stelzer
Livewire Markets
Equities

5 quality ASX companies this fundie is buying below their highs

While others chase momentum, Ben Griffiths is sticking to his process and snapping up quality names trading below their peaks.
ALD
+2
Vishal Teckchandani
Livewire Markets
Equities

Morgans’ top large-cap picks for November 2025

Morgans names the large-cap stocks it sees offering the best risk-adjusted returns and more upside over the next 12 months.
AMC
CSL
+7
Andrew Tang
Morgans Financial
Equities

Different paths, shared label

Emerging Markets are grouped together, but have their unique characteristics, which are rarely explored.
Mugunthan Siva
India Avenue
Equities

Beyond US$5 trillion: Qiao Ma’s Nvidia call keeps gaining momentum

Wall Street’s Nvidia targets are surging to as much as US$350, echoing Qiao Ma’s conviction that the AI leader’s run is far from over.
Vishal Teckchandani
Livewire Markets
Equities

Buffett is holding a record $382 billion in cash - what's next?

Berkshire’s war chest just hit an all-time high. The smart money is watching his next move.
Stephanie Gardner
Livewire Markets
Equities

An open letter to The Hon. Dr. Jim Chalmers MP

The preliminary decision to block Cosette's acquisition of Mayne Pharma sets a bad precedent and would weaken Australia's capital markets.
Luke Cummings
Harvest Lane Asset Management
Equities

The next winners in global equities may be hiding in the market’s most ignored corners

Pzena Investment Management says extreme global dispersion has created a fertile environment for value investors.
Stephanie Gardner
Livewire Markets
Equities

Google can win the AI race

Google's shares hit record highs as Gemini reach record users. The real question: who’s winning the AI war?
+4
Cliff Man
ETF Shares
Equities

‘I think, therefore I error’

Before we get carried away with the AI revolution, perhaps we should check in on how our silicon overlords are handling simpler tasks.
Charles Ormond
Fat Tail Investment Research
Equities

The most hated and confusing bull market in history – why stocks may have much further to run

Global markets are soaring but Citi says this bull run isn’t fuelled by euphoria. Nervous investors may be what keeps it alive.
Carl Capolingua
Livewire Markets
Equities

The US stocks and sectors that could outperform the Mag 7

3 global equities managers make the call on Mag 7 dominance and where else on the S&P 500 investors should be looking for better returns.
+5
Tom Stelzer
Livewire Markets
Equities

What a 41% drop in struggling ASX firms says about the market

The undead are finally dying off. A 41% drop in zombie stocks marks the ASX’s strongest revival since 2020.
Stephanie Gardner
Livewire Markets
Alternatives

What is pairs trading and how does it add value?

A strategy that allows an investor to generate stronger returns without taking on unnecessary risk.
CAR
COL
SEK
+1
Jun Bei Liu
Ten Cap
Buy Hold Sell

Buy Hold Sell: The photo finish - 5 ASX stock duels that could go either way

The Spring Racing series comes to a close with 5 ASX stock face-offs that go right down to the wire.
CAR
+7
Buy Hold Sell
Livewire Markets
Equities

Nick Griffin: "The world’s biggest companies are accelerating - and they’re cheaper than last year"

Meta, Alphabet, and Microsoft just posted accelerating growth and Nick Griffin says the maths still stacks up.
+2
Chris Conway
Livewire Markets
Equities

Inside India's 12 months of underperformance

The structural story remains intact and outperformance to resume shortly.
Mugunthan Siva
India Avenue
Equities

Is it time to re-invest in luxury brands?

We believe Miu Miu and Birkenstock provide the largest investment returns, and here is why.
Garry Laurence
Profeta Investments
Equities

GDG's Grant Hackett on purpose, pressure and leadership (podcast)

“You’re retired to something, not from something.”
Steve Johnson
Forager
Equities

Two market leaders have stumbled, value investors see opportunity

Despite weak share prices, both companies show improving fundamentals and long-term earnings potential.
AGL
AMC
+2
Stephanie Gardner
Livewire Markets
Equities

Why this income strategy can thrive in uncertain markets

Opportunities to turn volatility into income with covered call ETFs like YMAX, QMAX and UMAX.
Hans Lee
Betashares
701-725 of 8777
The 10th annual Livewire Live 2026

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22 September 2026 Art Gallery of NSW, Sydney

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