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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

High gold prices + operational excellence = record profit, dividend for Evolution Mining

From safety gains to project wins, Evolution Mining’s FY25 delivered on every front — and FY26 aims to do it again.
Chris Conway
Livewire Markets
Reporting Season

“Do not disappoint” – the golden rule driving this reporting season

Henry Jennings on the guidance obsession, capital returns, and how to keep your head when results rock your portfolio.
360
JBH
+1
Chris Conway
Livewire Markets
Equities

The takeover deal bagging shareholders a 64% premium

M&A activity in the global small cap sector is heating up, making it a great time to consider an allocation to the asset class
+1
Dan Peters
Spheria Asset Management
Reporting Season

Inside QBE’s billion dollar profit, dividend and return on equity at decade highs

QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.
Kerry Sun
Livewire Markets
Reporting Season

"The highest quality company on the ASX" - Jun Bei Liu remains bullish on Pro Medicus

She was bullish on PME at $25 and is still adding, confident there’s plenty of upside left in the trade.
PME
Vishal Teckchandani
Livewire Markets
Reporting Season

Telstra: A "great cash machine" in a weak economy

The telco giant beat profit expectations but follows other big ASX peers downwards following mixed FY25 results.
TLS
Tom Stelzer
Livewire Markets
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 Investment Management
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
A Rich Life
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
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