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

Success and More Interesting Stuff

Paul Moore: The only true arbitrage in markets is time

In markets full of noise, Paul Moore backs European banks, gold, and patience. He argues time is the only true edge investors have.
Matthew Kidman
Centennial Asset Management
Equities

Turning turbulence into triumph: Two stocks mastering market themes

Five powerful themes are reshaping the investment landscape, creating winners and losers across global markets. The AI revolution stands as the defining narrative,...
+1
Elfreda Jonker
Alphinity Investment Management
Equities

ASX 200 has date with destiny in September as records look set to tumble

September’s the worst month of the year for the ASX 200, but this indicator suggests this year could buck the trend and deliver new records.
BHP
+7
Carl Capolingua
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Reporting season winners, losers and 2 ASX stocks to watch

From beats to blow-ups: Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season’s key results and themes
ASX
CAR
+3
Buy Hold Sell
Livewire Markets
Equities

Where will the earnings come from in the Australian market?

The ASX 200 is at record highs, but investors should consider the path forward.
Tom Wickenden
Betashares
Reporting Season

FNArena reporting season monitor: August 2025 - Week 4 (338 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

4 small caps in focus as reporting season wraps up

The ASX Small Cap Wrap lands on Livewire: insights on XRF, Monash IVF, Cuscal & PWR as reporting season wraps up.
CCL
PWH
+1
Patrick Poke
Livewire Markets
Equities

Small caps, big bounces

IML portfolio manager Lucas Goode talks to Jason Guthrie about the excellent reporting season for many small cap companies.
CAR
CCL
CDA
+9
Lucas Goode
IML
Reporting Season

NEXTDC’s costly year, but a runway for AI demand

FY25 numbers looked mixed, but record contracts and faster billing growth set the stage for upside.
NXT
Stephanie Gardner
Livewire Markets
Equities

Counterdrone market set to grow “much higher”, DroneShield’s Vornik says

DroneShield posts record 1H25 as it shifts toward a SaaS-like model, leans on AI, and expands manufacturing hubs in Europe and the US.
DRO
Vishal Teckchandani
Livewire Markets
Equities

NVIDIA looks set for its next growth chapter

NVIDIA is reaffirming its dominant position in the AI infrastructure space, with continued strong demand for its products despite headwinds.
Janus Henderson
Janus Henderson
Equities

The world's biggest company is growing at 56%, capitalism is dying, and here's how to profit from AI feudalism

AI will accelerate wealth winners in markets, as capitalism falls to mega-cap tech and online landlords create more wealth for investors.
+1
Tom Richardson
Livewire Markets
Equities

Copper price must rise to overcome supply deficit, warns BHP

The strong outlook is driving investor interest and M&A activity among juniors, as shown by Coda’s rise and the PolarX-Northern Star deal.
BHP
+6
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX results the market might have missed, but you shouldn't

Ben Rundle and Joe McCarthy spotlight the reporting season quiet achievers and their top overlooked ASX picks.
COH
+2
Buy Hold Sell
Livewire Markets
Equities

BHP, Rio Tinto, Mineral Resources, Sandfire, or Pilbara Minerals – which is the cheapest ASX mining stock?

Our search for the best value ASX mining stock continues! But this time we dig deep into the data… Which stock will reign supreme!?
29M
BHP
BOE
+16
Carl Capolingua
Livewire Markets
Reporting Season

Eagers Automotive goes into overdrive off strong earnings

Investors were more than eager to snap up shares in Australia's largest dealership group after impressive H1 results.
Tom Stelzer
Livewire Markets
Reporting Season

Medibank: When growing profits and dividends by 8.5% just isn't exciting enough

Medibank's 40% year-to-date rally slightly unraveled on Thursday, despite the company reporting a solid set of numbers for FY25.
Kerry Sun
Livewire Markets
Equities

How your top 10 ASX income stocks have performed in 2025 so far

It's been a strong year for the Australian stock market. How did your picks stack up?
Tom Stelzer
Livewire Markets
Reporting Season

Qantas shares a hold as Jetstar excels, says Martin Currie's Chris Schade

The airline posted its second-best profit in history and the stock has more than tripled in value since the pandemic shutdown in 2020.
QAN
Tom Richardson
Livewire Markets
Reporting Season

Supermarket scramble: Coles crushes and Woolies whacked on FY25 results

It's a tale of two very different earnings for Australia's supermarket duopoly and investors responded in emphatic fashion.
COL
Tom Stelzer
Livewire Markets
Equities

Watch out investors! The ASX 200's record run may be about to implode as “September Swoon” looms

Australian shares have been on a record-setting run, but we’re about to enter the worst period of the year, a time when stocks have tumbled!
BHP
+8
Carl Capolingua
Livewire Markets
Equities

3 stocks that shaped reporting season - and the lessons for investors

Marcus Padley says reporting season felt like a battlefield. Big blue-chips blew up, but 3 stocks tell the story of winners and losers.
CSL
SGP
Vishal Teckchandani
Livewire Markets
Equities

Insiders are buying shares in these companies, including the ASX itself

Insiders generally only buy for one reason - because they think a stock is cheap, so this might be worth paying attention to.
ASX
Tom Richardson
Livewire Markets
Reporting Season

Wisetech tanks 17% on earnings miss but margins shine

Weaker-than-expected earnings overshadowed margin expansion, as Wisetech navigates the complex integration of its $3bn e2open acquisition.
Kerry Sun
Livewire Markets
Reporting Season

Fortescue investors should focus on quality result, not dividend plunge

Many investors love Fortescue for its strong dividends, but this veteran fund manager suggests focussing on the quality of its results.
BHP
FMG
+4
Carl Capolingua
Livewire Markets
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