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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.

The Rules of Investing

Lev Margolin's four-step process for finding structural winners

System Capital’s Lev Margolin reveals how he finds long-term structural winners and four stocks he expects to grow stronger.
The Rules of Investing
Livewire Markets
Equities

Ausbil: 3 stocks to play Europe's global arms race in power, defence and AI

US stocks have dominated global returns for years, now Europe is poised for a stronger relative growth, fuelling new opportunities.
Tobias Bucks
Ausbil
Equities

What the heck is going on with CSL?

After years of flawless growth, CSL’s streak has broken. So, what's next for this fallen titan of the Australian corporate landscape?
CSL
Chris Conway
Livewire Markets
Equities

Manufacturing revival creates tailwinds for US infrastructure spending

The United States is experiencing a manufacturing resurgence, facilitated by a changing federal policy landscape and a shift to companies prioritising supply chain...
+8
Global X ETFs
Global X ETFs
Equities

Activism & alpha: Inside Gabriel Radzyminski’s high‑conviction strategy

Future Generation Australia (ASX: FGX) fund manager Gabriel Radzyminski shares his approach to unlocking long-term value for shareholders.
Future Generation
Future Generation
Equities

The 10 ASX stocks you’ll wish you owned a decade from now

Jun Bei Liu, Henry Jennings, Ben Richards and Mark Elzayed on where they’re hunting for the next ASX leaders - and who could outgrow CBA.
360
AD8
CAR
+8
Vishal Teckchandani
Livewire Markets
Equities

Why investors are betting big on AI-powered health care

The Doctor will see you… and so will the algorithm.
AYA
Arms Rosenberg
Minotaur Capital
Equities

With red flags flying, active management gets interesting again

Volatility and valuation gaps are widening fast. For active investors, like Plato's David Allen, that’s not fear - that’s fuel.
Chris Conway
Livewire Markets
Equities

It’s too hard to genuinely grow a portfolio of only Aussie shares

There are some Aussie shares that have grown, of course, but a typical Aussie portfolio struggles to grow over time. There's an easier way.
Sebastian Ferrando
Koda Capital
Equities

2 shock signs the stock market is in a bubble (that aren't AI)

There are worries over an overheated US equities market and these stats suggest those worries may be justified. So what should you do next?
Tom Stelzer
Livewire Markets
Equities

L1 Capital sees catalysts in these 4 companies

In a wide-ranging discussion, L1 Capital provided an update on four current positions that it continues to see opportunity in.
QAN
+1
Andrew Legget
Livewire Markets
Equities

6 resilient ASX stocks for if (when) the market turns bad

Markets wobble, nerves twitch. But resilience isn't about retreating, it's about owning companies built to endure and adapt.
EOL
+3
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 ASX stocks built to handle tough conditions

When markets turn soggy, only the sure-footed survive. We're on the hunt for the wet-track wonders, built to thrive in tough conditions.
ANN
RMD
+2
Buy Hold Sell
Livewire Markets
Equities

Looking for growth on the ASX 20? Look elsewhere

The ASX 20 is intriguing, it represents 60%+ of the ASX 200 but comprises businesses that simply aren’t growing and some appear to be broken
Dion Hershan
Yarra Capital Management
Equities

Québec critical minerals projects set to be next on investors' shopping list

Mont Royal's big Ashram rare earths project, PMET Resources' lithium and Cygnus' copper-gold play are among those set to get the attention.
+3
Barry FitzGerald
Independent Journalist
Equities

Why Chris Judd thinks investors are looking for bubbles in the wrong place

Chris Judd on how macro themes, liquidity, and leadership shape his investing at the Cerutty Macro Fund.
IKE
MLG
VYS
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX stayers built to go the distance

Spring racing is here and we’re backing market “stayers” — enduring performers built to last. Which quality compounders make the grade?
CAR
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

2 ASX companies that pass the snap test

What separates great companies from average ones? They matter. Here are two companies that do just that in its markets.
COH
EOL
+3
Andrew Legget
Livewire Markets
Equities

6 big questions and one clear message for investors - stay long

Will AI save us from a bear market? Where are we in the cycle? Are there lessons in history? Answers to those questions and a few more...
Michael Carmody
Centennial Asset Management
Equities

Australia’s mini-Berkshire delivers long-term value for shareholders

The attractiveness of the SOL investment has only increased by the recent merger with Brickworks.
Airlie Funds Management
Airlie Funds Management
Equities

The ASX stock looking to triple its footprint

The Mexican fast-food chain GYG has big ambitions and we've upweighted our position as a result.
Will Granger
Will Granger
Equities

Three years after the storm, LSN’s message is clear: Small caps still have legs

After surviving 2022’s market crash, LSN Capital’s small-cap fund is thriving - and still finding value others overlook.
Chris Conway
Livewire Markets
Markets

“The world has gone mad”: Marcus Padley goes 100% cash

The S&P 500 is on fire, Big Tech is about to report... and Marcus has left the building. “The stock market has become a dangerous place.”
Vishal Teckchandani
Livewire Markets
Equities

The need for unconventional oil

We review the role of the US shale industry in the energy transition, and identify one Australian company playing a crucial role.
SDV
James Nguyen
Tyndall AM
Equities

Three Australian small caps growing market share

In the wake of the recent Australian reporting season, three Australian small-cap stocks across three very different sectors stand out for the strong long-term growth...
CCL
MXI
Marc Whittaker
IML
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