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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

How investors can beat market concentration and the stocks still offering value

A great year for global equities leaves the best performers looking overvalued. Here's where you can still find value in expensive markets.
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: US earnings season and 2 stocks (not Nvidia) that crushed it

AI soared, consumers split, and volatility spiked. We break down the key surprises from US earnings season and two stocks that shone bright.
Buy Hold Sell
Livewire Markets
Equities

Glenmore stays bullish on small caps but sharpens its focus on valuation

After a blistering rally in small caps, Glenmore is trimming winners, backing structural growers and doubling down on valuation discipline.
CCL
NCK
PLS
+1
Chris Conway
Livewire Markets
Equities

Still the most important stock in the universe

NVIDIA’s results test the strength of the AI boom, underscoring a market split between weak consumers and relentless corporate AI demand.
Damien Klassen
Nucleus Wealth
Equities

Is there an AI bubble? And is there still value? Both can be true.

AI has all the signs of a bubble, yet deep value sits beneath the hype.
+2
Lachlan Hughes
Swell Asset Management
Equities

Is this the best business model on the ASX (that you've never heard of)?

We unpack an overlooked sector of the market and shine a light on a small cap ASX stock pick which is currently flying under the radar.
AME
BHP
+12
Ben Richards
Seneca Financial Solutions
Equities

A microcosm of overpriced stock markets

Markets split between costly AI and undervalued sectors. Vaccine makers offer cheap valuations and steady income amid uncertainty.
Damien Klassen
Nucleus Wealth
Equities

Biotech reawakens: policy clarity, breakthrough data and a surge in M&A

Global Biotech is surging as policy fears fade and innovation takes centre stage. Here’s what’s driving the comeback into 2026.
CSL
+10
Charlie Williams
HB Biotechnology
The Rules of Investing

David Allen reveals the systematic playbook behind Plato’s 25 percent returns

Dr David Allen explains the rules-based process behind Plato’s global outperformance and why scale beats instincts in modern markets.
+1
The Rules of Investing
Livewire Markets
Equities

Why Xero won Australia, but will struggle in America

Xero won Australia by riding the shift to cloud. But in the US, Intuit’s scale, data and regulatory depth make it almost untouchable.
XRO
Lachlan Hughes
Swell Asset Management
Equities

Orion’s funding-offtake deal with Glencore reflects growing scramble for copper, zinc

FireFly’s huge resource increase shows it's set to join the copper party; Ausgold’s big drilling campaign could reshape the WA gold project.
AUC
Barry FitzGerald
Independent Journalist
Equities

“Apple won’t be in the Magnificent 7”: Fundies back Alphabet as top tech pick after Buffett’s big buy

Tech equity specialists Jacob Mitchell, Cliff Man and Ryan Joyce unpack what Berkshire’s latest bet on Google really signals.
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 global small and mid-caps that could be tomorrow's giants

With 8,000 global SMIDs to choose from, the hardest part is knowing where to look. Here’s how two experts separate winners from the rest.
Buy Hold Sell
Livewire Markets
Equities

2 stocks Anna Milne says are best placed for healthcare’s next chapter

A decade of rising utilisation is coming. Anna Milne outlines the forces reshaping healthcare and the stocks positioned to win.
RMD
Stephanie Gardner
Livewire Markets
Equities

The Magnificent Seven can’t carry the market forever

Market concentration is soaring and Big Tech rules the stage. But behind the glare, another corner of the market is quietly stirring.
John Goetz
Pzena Investment Management
Equities

This AI narrative flip has delivered a 77% takeover windfall

Investors able to identify stocks that successfully transition from “AI loser” to “AI winner” status are striking gold.
+1
James Rodda
Antipodes
Equities

Why China tech could be a hidden opportunity

AI, cloud, and new mobility segments are booming but the market may still be undervaluing the upside.
Daniel Wong
Mintwell
Equities

The ASX just had a “clearance sale” here’s where Charlie Aitken is looking for bargains

Regal's Charlie Aitken doesn't bang the table very often these days but he says the recent capitulation in growth stocks is an opportunity.
CCR
James Marlay
Livewire Markets
Equities

When markets get tricky, you need horsepower. VanEck's ALFA has it

VanEck’s ALFA ETF blends data, computing power and long/short discipline to find winners and shorts across the ASX. Here’s what drives it.
CSL
+1
Chris Conway
Livewire Markets
Reporting Season

Product ready and cash rich, Catapult targets $1 billion in annual contract value

CEO Will Lopes outlines Catapult’s push into profitable growth, backed by new products, improving cashflow and a goal of $1 billion in ACV.
Chris Conway
Livewire Markets
Equities

2 global stocks Canopy believes are positioned for long-run compounding

Canopy Investors breaks down where quality global growth exists today and why so much of it lies outside the U.S.
Stephanie Gardner
Livewire Markets
Equities

CBA vs NVIDIA: A tale of two giants

With giant returns come giant risks.
Alastair MacLeod
Elston Asset Management
Equities

7 ASX stocks and 2 ETFs the pros are eyeing and buying during the correction

The panic is real, but the price cuts are better. Find out why the smart money is ignoring the noise and hunting for bargains.
CCL
+6
Vishal Teckchandani
Livewire Markets
Equities

Why do so many Forager investments end in takeovers?

Buying cheap, backing strong management, and spotting strategic value: why Forager often sees takeovers
Alex Shevelev
Forager
Equities

Thinking differently about dividends will pay off in 2026

Does the case for diversification into global banks still stack up for income-seeking investors?
+1
Dan Pennell
Plato Investment Management
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