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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

Prepare to get lucky

As Scott Bessent recently highlighted, change is constant for investors as governments increasingly participate in economies and markets.
BHP
+10
Schroders Australia
Schroders
Reporting Season

Commonwealth Bank smashed 6%. Is there more pain ahead?

CBA delivered a relatively in-line FY25 result. So why is it selling off?
Kerry Sun
Livewire Markets
Equities

ASX 200 flashes “overvalued” warning as key market indicator crosses danger level

A closely watched institutional indicator is flashing a warning that stocks are expensive. We investigate whether you should be worried.
Carl Capolingua
Livewire Markets
Equities

What happens to the stock market when the AI bubble bursts?

A lack of ROI and diminishing returns make it a question of when, not if.
Tom Stelzer
Livewire Markets
Equities

Resilience, rotation, and real opportunity: Scott Berg’s global market roadmap

Markets have shrugged off chaos in 2025. Scott Berg explains why - and where he’s finding growth without chasing hype.
+13
Vishal Teckchandani
Livewire Markets
Equities

Mid-cap edge: Growth runway meets portfolio resilience

Mid-cap stocks sit in the alpha sweet spot — with better growth than large caps, but lower risk than small ones.
David Lloyd
Ausbil
Equities

Why we love others’ tax loss selling

Five EOFY ‘tax loss’ stocks, three big bounces, two outliers – and a reminder that luck still plays a starring role.
IPG
+2
Patrick Poke
Livewire Markets
Equities

Playing with fire – lessons from the go-go years

Current valuations for market leaders are untenable, and growth prospects of these companies are insufficient to support current optimism.
+4
GQG Partners
GQG Partners
Reporting Season

The $1 billion vision behind Life360’s premium market multiple

Life360 trades at over twice the multiple of peers like Uber. CFO Russell Burke shares why and how the company plans to hit big targets.
360
Vishal Teckchandani
Livewire Markets
Reporting Season

From record numbers to fresh leadership... Life360’s next chapter

Revenue jumps 34%, users hit 88M. Now Lauren Antonoff takes charge to steer the family safety giant higher.
360
Stephanie Gardner
Livewire Markets
Equities

Buy the dip! Bull market in US stocks has more to run – Citi

Markets will climb several walls of worry, but ultimately will benefit from a strengthening earnings outlook, suggests major broker Citi.
+5
Carl Capolingua
Livewire Markets
Equities

Increasing confidence in ASX small cap outlook

ASX Smaller companies are expecting superior growth than the ASX100 over the next 12 months. Small Caps despite this more robust growth profile trade at a discount to...
+6
Nick Sladen
LSN Capital Partners
Equities

The boy who cried tariff: Have markets moved on?

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.
Andrew Mitchell
Ophir Asset Management
Equities

This ASX fundie is on a forward PE of 11 with a monster 11-12% dividend yield, says Macquarie

You don't often see huge yields on asset managers that are highly rated by the market. So what's going on?
GQG
+2
Tom Richardson
Livewire Markets
Equities

Why a Silicon Valley exec bought into Breville’s global ambitions

It’s much harder to innovate consistently than build one great idea, but some companies are up to the challenge. In our latest Curious podcast, I sat down...
BRG
Dawn Kanelleas
First Sentier Investors
Equities

This sector just scored 2026 reimbursement growth above inflation

New US hospital and surgical reimbursement rates for 2026 are rising faster than inflation, bolstering the earnings outlook for the sector.
+6
Jacob Celermajer
Cordis Asset Management
Reporting Season

JB Hi-Fi: the consumer electronics giant that continues to win market share

JB Hi-Fi delivered a strong FY25 result, yet so far, its share price is falling. It’s a buy the dip opportunity says this fund manager.
JBH
Carl Capolingua
Livewire Markets
Equities

Why quality matters even more when markets are fully priced

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.
Chris Conway
Livewire Markets
Equities

GPT-5 shows you don’t need to fear your job, yet

Kicking the tyres of GPT-5 show its marketing team has been having a whale of a time. What does this mean for AI workers in the near term?
Charles Ormond
Fat Tail Investment Research
Reporting Season

FNArena reporting season monitor: August 2025 - Week 1 (14 stocks covered)

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

Wilson's Anna Milne says QBE a hold as profits, return on equity jump

The fundie suggested the odd negative share price reaction in QBE can create opportunity for investors.
Tom Richardson
Livewire Markets
Reporting Season

Nick Scali hits all-time highs on FY25 margin and dividend surprise

At face value, Nick Scali's FY25 result does not look pretty. But there are plenty of bullish takeaways beneath the hood.
NCK
Kerry Sun
Livewire Markets
Equities

2 ideas in 200 words #9

The cheapest real growth stock in 3 decades of investing plus a stock worth being patient with
IPH
MMI
Romano Sala Tenna
Katana Asset Management
Equities

A year of strong outperformance for those who picked the better junior resources stocks

And here are three with the sort of advanced exploration projects which could put them on the winners list in time to come.
+3
Barry FitzGerald
Independent Journalist
Equities

The paradoxes of investing

Investment decisions are rarely clear cut. They often involve imperfect information and the need to reconcile between multiple beliefs.
Delian Entchev
Aoris Investment Management
976-1000 of 8777
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