This time last year, we discussed Zip Co and Afterpay, comparing them to “buying Xero in the early days.” With Zip Co (ASX:Z1P) up 138% and Afterpay (ASX:APT) up 330%, the rate of their share price appreciation was clearly like Xero in the early days, so Livewire got in touch... Show More

Short-term reactionary behaviour is to be expected within every earnings season, and February 2019 was no exception. But opportunities that went misinterpreted or unappreciated by the herd await patient investors willing to block out the noise and really take a look at a company’s fundamentals and growth prospects. Here, we... Show More

Deeply embedded human behaviours will ensure that everything in finance will always be cyclical. After a sustained period of good times, the cycle is turning, and investors should prepare for the bad times. Get ready for the upcoming lost decade. Long-term equity returns have been great ... Everyone has seen... Show More

Using a party as an analogy for the current equity market, we think this ten-year ‘party’ is about to finish. While we don’t know what time the lights are going back on, what we do know is that the music is getting louder and the people are getting crazier. Some... Show More

A2 Milk (A2M) is a global branded dairy company that has its core competency in marketing. Its a2-beta protein fresh milk and infant formula has achieved fast growth and significant market share in both Australia and China. Shareholders have been very well rewarded with share price increases from A$0.56 at... Show More

A 10-bagger is a stock that goes up 10-times in value. It is a concept made famous by Peter Lynch, the well-known fund manager from Fidelity. For most fund managers, picking a 10-bagger is often enough to make a career. I have some good news and some bad news for... Show More

We have followed the Bellamy’s Organics (BAL) story since the IPO in 2014, including its rise to prominence in 2015 - 2016 and its downfall in late 2016 - early 2017. Here we outline why it may become an attractive asset for a corporate buyer. Show More

Consumer finance is like fashion. It needs to evolve to suit the taste of each generation of consumers. 20 years ago FlexiRent did well, 10 years ago Certegy captured a solid audience base. The current generation includes Afterpay and now Zip, which do not charge interest and integrate much more... Show More