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

Equities

What's the point of ASX highs if no one feels rich?

The ASX 200 is holding near its high, but inflation, dislocation and macro worries have done their best to make it feel like it isn't.
Tom Stelzer
Livewire Markets
Equities

FDC builds momentum after listing

FDC Consolidated Holdings Limited (ASX: FDC), a major Australian construction, fit-out, and building services company, has had an auspicious beginning as a public...
David Buckland
Montgomery Investment Management
Equities

When diversification becomes an illusion: The hidden risk in emerging markets

For investors, the key question is not simply how concentrated emerging markets have become, but what sits behind that concentration
Dr David Walsh
RQI Investors
Reporting Season

FNArena reporting season monitor: August 2026 - Week 4 (327 stocks covered)

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

Netwealth CEO Matt Heine on market share, margins and another four years of growth

Netwealth has almost 10% of the platform market, but CEO Matt Heine sees plenty of room to grow as they target another doubling of FUA.
Patrick Poke
Livewire Markets
The Rules of Investing

The index is risky. Why Antipodes is finding value beyond the AI trade

Antipodes’ Vihari Ross explains why today’s concentrated market is creating opportunities beyond the obvious AI winners.
Patrick Poke
Livewire Markets
Reporting Season

"You need to stay with strength": James Gerrish's top calls from reporting season

James Gerrish reveals why he's overweight commodities, the lithium stock he just bought, and why a Westpac special dividend could be coming.
JBH
MGR
+7
Vishal Teckchandani
Livewire Markets
Equities

The Business of Mining with Tim Goyder and Raleigh Finlayson

In this brand-new episode, Finding the Front is joined by two icons of the Australian mining industry, Tim Goyder - Non Executive Chair of Liontown Resources, Minerals...
+3
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

BHP leads pack of big dogs hungry for copper

They won’t have missed the scent coming from FireFly this week. Plus, Killi on track to realise a big price premium for its WA magnetite.
BHP
+7
Barry FitzGerald
Independent Journalist
Equities

Is healthcare finally turning the corner?

EQT
+7
Marc Whittaker
IML
Buy Hold Sell

Buy Hold Sell: Berkshire, Palantir and 3 more founder-led stocks

Joe Ziller and Alan Pullen dissect three big founder-led companies, and pick out the ones they're backing now.
+3
Tom Stelzer
Livewire Markets
Equities

3 new ASX winners and 2 losers from reporting season

Reporting season has produced plenty of winners and losers. Here are some of the big calls coming from brokers right now.
PDN
REH
+2
Tom Stelzer
Livewire Markets
Reporting Season

Good result, wrong price. Why Airlie is underweight Wesfarmers

Inline earnings and a higher dividend weren't enough to satisfy the market, with shares falling 6%.
WES
Anna Dadic
Livewire Markets
Reporting Season

Market share at 15.9% and rising. Perpetual on why Eagers keeps widening the gap

Perpetual's James Rutledge explains why he thinks Eagers Automotive can buck the trend of Australian offshore M&A struggles.
Keith Ford
Livewire Markets
Shares

South32 profit up 55%, final dividend doubled

The strong numbers came from the assets South32 is keeping – but FY27 costs and capital spending are growing.
S32
Carl Capolingua
Livewire Markets
Equities

Cheaper intelligence, greater demand: The message from Nvidia

Nvidia’s latest results provide a timely test of the AI investment thesis.
Lachlan Hughes
Swell Asset Management
Equities

The Ooshie edge: Woolies outpaces Coles in FY26 but is there any upside for investors?

Ausbil's Michael Price on what's gone right for the supermarket supergiants - and what could go wrong.
COL
Tom Stelzer
Livewire Markets
Reporting Season

You almost never see Wisetech this cheap. Datt Capital sees a buying opportunity

Emanuel Datt on the conservative guidance, the shrinking founder discount and why he thinks the ACCC investigation goes nowhere.
Kerry Sun
Livewire Markets
Shares

ASX lithium stocks at critical juncture as market deficit pushed to 2030

Lithium’s rally has stalled, and ASX lithium stocks have faltered. Here’s why.
CXO
+7
Carl Capolingua
Livewire Markets
Reporting Season

"It's an execution year": Aussie Broadband CFO on how hard work has set up a promising FY27

Revenue is up and the growth outlook remains good. CFO Darren Rowland is excited about what comes next.
Tom Stelzer
Livewire Markets
Reporting Season

‘Reassuringly low surprise’: Why WAM is buying DBI after its result

DBI delivered a steady result, while WAM’s Hailey Kim sees its $370m project pipeline supporting further earnings growth.
Patrick Poke
Livewire Markets
Reporting Season

New cars in the lot and momentum is back for ARB Corp

Cheap, recovering and the growth narrative is intact. IML's Marc Whittaker on the outlook for ARB Corp.
Anna Dadic
Livewire Markets
Equities

What historically low numbers from banks and retailers mean for markets

A wave of private equity takeovers highlights the growing disconnect between fundamental value and volatile market pricing.
CSL
JBH
+5
Daniel Moore
IML
Reporting Season

Woodside raises dividend, with inflated gas prices driving a surge in profit

Higher realised prices since the Middle East conflict carried Woodside's first half, with profit and revenue up despite production falling.
Joseph Lyons
Livewire Markets
Equities

Deep-value heaven?

Japan's small cap stocks offer compelling value, trading at less than half the P/E ratio and 1/3 the price/book ratio of the Nikkei 225.
James Halse, CFA
Senjin Capital
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