Home Wires

Equities

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

Expert Insights

Combining the best of Buffett and Munger

Robert Luciano, Managing Partner at VGI Partners, started his investing career in 1996 at independent research firm Huntley’s. Luciano says the experience gave him...
Livewire Exclusive
Livewire Markets
Equities

4 company results that surprised

With the busiest week in reporting season now over, we reached out again to a group of experts for their view of the most notable results, both good or bad. Read on...
CDD
+1
Livewire Equities
Livewire Equities
Livewire
Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that...
CGF
+2
Buy Hold Sell
Livewire Markets
Equities

Can't find your style? Knowing what you don't know.

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following...
Jonas Palmqvist
Alphinity Investment Management
Equities

Four mega trends: why consider these when investing in stocks?

In this 2-part series we cover the opportunity for Australian investors to identify and gain exposure to some of the large structural global mega trends. As bustling...
Andrew Macken
Montaka Global Investments
Equities

Livewire users’ top five results so far

Richard Coppleson recently highlighted the slow-burn effect that profit upgrades and downgrades can have on stock prices for weeks after the news. So we surveyed...
BWX
CGF
KGN
+2
Livewire Equities
Livewire Equities
Livewire
Equities

Catapult primed for significant growth

After returning home from a recent trip to the US, Simon Shields, Portfolio Manager, reflects on the significant growth opportunities for a Melbourne based company...
Monash Investors Limited
Monash Investors
Expert Insights

BHP: ‘$40 over the next few years’

On Tuesday, we hear from the fifth biggest stock on the market, BHP. In this wire, we select of a few notable views from the brokers including a big call from Shaw and...
BHP
Livewire Exclusive
Livewire Markets
Collections

4 outstanding results this week

Telstra's plunge stole the limelight this week, but there was one telco at the smaller end that did well for investors. Read on for the results highlights of this...
SSM
+2
Livewire Exclusive
Livewire Markets
Expert Insights

Finding a diamond in the rough

On any measure, volatility has been at, or close to, record lows. But as Adrian Warner, CIO of Avenir Capital points out, volatility of individual stocks within the...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: CBA, RIO and Magellan

In this episode of Buy Hold Sell we look at three companies that have been making the headlines. James Marlay from Livewire is joined by Ben Clark from TMS Capital and...
+2
Buy Hold Sell
Livewire Markets
Equities

Global Lithium leader SQM to buy into Kidman's Mt Holland project

SQM (NYSE; US$10.4b market cap) last month announced its intention to buy-in to Kidman’s world-class Mt Holland (MH) project. SQM has confirmed it will develop MH as...
John Deniz
Paragon Funds Management
Equities

Two tech stocks worth knowing about

With plenty of buzz about the FANG stocks, the next time you think of the word FANG, think about the underlying power of the business models and applying this to other...
Andrew Macken
Montaka Global Investments
Expert Insights

Diversifying away from Aussie banks

Financials dominate the ASX200, comprising 35.4% of the index. This compares to 14.7% of the S&P500. Andrew Fleming, Deputy Head of Australian Equities at Schroders...
CYB
+2
Livewire Exclusive
Livewire Markets
Collections

3 stocks that exceeded expectations and 1 that missed

As reporting season picks up pace, each week Livewire will ask a different panel of Managers for THE standout result of the week. Read on for two small-cap healthcare...
AMP
+1
Livewire Exclusive
Livewire Markets
Equities

3 Emerging technology companies with a global opportunity

In this wire we provide an overview on three emerging technology companies with the following attributes: 1: A globally unique technology offering with proven...
FBR
John Deniz
Paragon Funds Management
Buy Hold Sell

Buy Hold Sell: Five market darlings

In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth,...
IRE
+2
Buy Hold Sell
Livewire Markets
Expert Insights

In an arms race - Own the weapons manufacturers

The five biggest listed stocks in the US are all tech stocks, with an aggregate market cap of US$3 trillion, roughly the same as the GDP of Germany. Nick Griffin from...
Livewire Exclusive
Livewire Markets
Equities

Is optimism bias affecting your investment returns?

Optimism bias describes the human tendency to believe that things will turn out better than they actually do. When it comes to investing, optimism bias can lead you to...
Andrew Macken
Montaka Global Investments
Equities

What could Updater be worth?

While most of our positions are in companies in the traditional real estate and infrastructure sector, we are also able to make investments in real estate technology...
Tim Hannon
Tim Hannon
Conrad Capital Group
Buy Hold Sell

Buy Hold Sell: Offshore earners under pressure

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against...
ANN
BLD
+1
Buy Hold Sell
Livewire Markets
Expert Insights

The best value in the market

Martin Conlon, Head of Australian equities at Schroders Australia has reiterated his bull case for resources: “For the most part, we still think that’s where the best...
BHP
Livewire Exclusive
Livewire Markets
Expert Insights

Paul Taylor on Amazon: Livewire Live 2017

Even the RBA has now weighed into the debate on Amazon, with a bearish view on the potential effect to retail. However, Paul Taylor, Portfolio Manager of the Fidelity...
Livewire Exclusive
Livewire Markets
Equities

Why We've Sold Reckon

A few investors have noticed Forager’s recent sale of our substantial holding in Reckon (RKN). We will provide more details in our September Quarterly Report, but to...
RKN
Steve Johnson
Forager
Equities

Aitken: A contrarian idea is brewing

Telstra shares are trading at levels not seen since November 2013. That's approaching a 5 year low and 40% below the ~$6.50 high reached in February 2015. Charlie...
TLS
Livewire Exclusive
Livewire Markets
8626-8650 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