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

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
Reporting Season

For Pilbara investors, it's a game of patience

Pilbara Minerals delivered as expected, but the big test is ahead: Can it survive soft prices and benefit when lithium demand tightens?
Vishal Teckchandani
Livewire Markets
Equities

Legal Zoom: An exciting legal tech business

LegalZoom is owner-led, has strong partnerships and a growing subscription base, and we believe they will experience sustained growth.
Garry Laurence
Profeta Investments
Reporting Season

ZIP ripped on record growth numbers… and there’s more to come

ZIP’s CFO Gordon Bell on record results, US momentum, and the key drivers for future growth.
ZIP
Chris Conway
Livewire Markets
Equities

Short seller says Palantir stock could fall 75%, AI in a bubble: Is it right?

Is Citron right to suggest Palantir is due a 75% fall and AI stocks are in a bubble?
Tom Richardson
Livewire Markets
Equities

American Unexceptionalism

We believe investors who are substantially overweight U.S. large cap stocks would be well advised to rethink their stance.
Ben Inker
GMO
Equities

The year AI comes of age

2025 is becoming a seminal year for AI as deployment in the broader economy is being met with robust demand.
Denny Fish
Janus Henderson
Equities

Extreme reactions abound

In the latest episode of Navigating the Noise, I sit down with Daniel Moore and Gavin Butt to discuss how extreme reactions to relatively run-of-the-mill results have...
AMC
BXB
+9
Hugh Giddy
IML
Reporting Season

Retail pain, hotel gain - Endeavour Group delivers mixed FY25 results

Sales slipped and profit fell, but hotels held firm. Endeavour’s FY25 shows retail under pressure while its pubs business stays resilient.
Anna Dadic
Livewire Markets
Equities

Trump is the world's best gold salesman, and miners are surging in response

The White House's construction billionaire has helped push gold prices 35% higher in 12 months, as the US dollar fronts selling pressure.
Tom Richardson
Livewire Markets
Equities

52-week lows may be hiding tomorrow’s quiet winners

Not all 52-week lows are the same. Some signal deeper trouble, others hint at potential opportunity.
ACR
+7
Stephanie Gardner
Livewire Markets
Equities

The AI investment paradox: hype, reality, and transformative potential

Investors who navigated the late 1990’s internet mania are likely experiencing a case of déjà vu.
BHP
GMG
+7
Dan Farmer
MLC Asset Management
Reporting Season

An 8.7% fully franked gross yield, with a strategy to drive a rerating

A juicy dividend yield today and a strategy to double recurring revenue tomorrow, Bell Financial Group is repositioning for growth.
PPS
James Marlay
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2025 - Week 3 (158 stocks covered)

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

Why GQG Partners' huge 10-12% yield could attract a lot of investors - if it's sustainable

The asset manager looks very cheap on conventional valuation metrics, but it's hard to know how the future will pan out.
GQG
Tom Richardson
Livewire Markets
Reporting Season

PWR Holdings spins out on FY25 results but may get back in the race

An expectedly soft year has seen the cooling products company crash, but it might be a different story in future.
PWH
Tom Stelzer
Livewire Markets
Equities

Burrito blowout! Guzman y Gomez shares tumble 20% on disappointing FY25 results

Guzman y Gomez is the latest ASX stock to disappoint this reporting season, but after today’s 20% plunge is there potential to buy the dip?
BXB
CSL
+6
Carl Capolingua
Livewire Markets
Reporting Season

'Clear buy': Ausbil's Chris Smith says Zip's a structural growth winner

Zip Co is flying at the top of the ASX leaderboard and one fund manager says its growth story can extend into the future.
ZIP
Tom Richardson
Livewire Markets
Equities

Ausgold set to harvest inventory growth and cost savings with pivotal farm purchase

Plus, Gorilla Gold scales up its ambition as drilling returns more bumper results at Comet Vale.
AUC
Barry FitzGerald
Independent Journalist
Equities

How to invest in companies going VIRAL!

Sit back, relax, and grab your favourite drink, as Arms and Ally analyse the opportunities in companies with internet-breaking products.
Arms Rosenberg
Minotaur Capital
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