Home Wires

Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

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
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
Equities

Skill vs style - active management in Australian small caps

In our first note on Active Manager Skill in Australian Small Companies (February 2019) we highlighted that in order to determine if a manager can deliver long-term...
Andrew Mouchacca
Andrew Mouchacca
Flinders Investment Partners
Equities

Using earnings multiples to value companies

Using earnings multiples for valuing companies with finite life assets can cause potential issues especially as those life assets approach the end of their useful...
Joseph Kim
Equities

Latest images show Rio’s WA copper find looking like a +3km monster

At 1.4km long, Rio’s Winu copper-gold find in WA was already extensive. But new satellite images reveal drilling now extends over 3.3km. Plus, a new research report...
RIO
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Picking winners from the losers

The share market may be hovering around an all-time high but that doesn't mean that every stock has been in winning form. While it's always important to select stocks...
BKL
+2
Buy Hold Sell
Livewire Markets
Equities

Five high conviction stocks in April: Sticking with conviction

2019 has started on a bright note with the ASX 200 closing out the March quarter up 9.5%, the best quarter since September 2009. The sharp bounce has left many...
JBH
+5
Andrew Tang
Morgans Financial
Equities

Why we are avoiding the classic “yield play” stocks

Firstly, there was a good quote across my Bloomberg screen this morning that’s worth re-printing here – it sums up my thinking towards the market / investing /...
SYD
TCL
TLS
James Gerrish
Market Partners
Equities

Alzheimer's: No Surprises

It has never been less fun to win on a short. By some counts, Biogen's stock collapse marked the latest failure in over a hundred clinical trials based on the...
Michael Frazis
Frazis Capital
Equities

9 Champion Stocks: The "must haves" in a portfolio

Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding...
AMC
BXB
CGF
+6
Peter Quinton
Bell Potter
Equities

Three reasons Baby Bunting is booming

Baby Bunting is a baby speciality goods retailer with a network of 50 stores across Australia. The company has a 12% share of the $2.4 billion of the domestic baby...
James Miller
Firetrail Investments
Equities

Woolworths' buy-back is no April fool

On 1 April 2019, Woolworths announced a $1.7B off-market share buy-back. The buy-back will have a $4.79 capital component, with the balance being a fully franked...
Peter Gardner
Plato Investment Management
Equities

Altium: Earnings drivers, appealing fundamentals

Altium Limited (ALU) is engaged in the development and sale of computer software for the design of electronic products. The business provides electronic design...
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Equities

Farewell TradeMe

On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the...
Stuart Jackson
Buy Hold Sell

Risks and opportunities from a Labor win

As the market comes to terms with what is increasingly looking like an odds-on Labor election win in May, pundits and investors are assessing how some dramatic policy...
Buy Hold Sell
Livewire Markets
8151-8175 of 8799
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now