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          <time datetime="2023-10-25T13:30:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2023 13:30</time>
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              Bitcoin rally signals potential big move forming elsewhere too
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  Callum Newman of Fat Tail Investment Research explains what could be driving bitcoin higher...and how it could play out on the ASX. 
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        Fat Tail Investment Research
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              RBA should hike in November on higher inflation
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  Underlying inflation is tracking well above the RBA&#39;s forecast profile
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              The market metric seldom discussed (and why it matters)
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  Equities are &quot;expensive&quot; relative to bond yields, with a variety in options available as to how this conundrum might be resolved.
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              The bargain hunters guide to undervalued stocks for the end of 2023
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  Morningstar has released its Q4 2023 guide to undervalued stocks and there’s a few big hitters in the mix.
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        Livewire Markets
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          <time datetime="2023-10-25T09:30:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2023 09:30</time>
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              ASX 200 to rise, S&amp;P 500 snaps 5-day losing streak as strong earnings lift stocks
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>75% of the great companies aren’t listed. Here’s how you can access <span class="whitespace-nowrap">them<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Sweden&#39;s EQT Partners, one of the world&#39;s biggest private equity managers, is touching down in Australia. Find out what they have to offer.
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              Mega opportunity in networking as a service
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  Megaport (ASX: MP1), a Brisbane-based business founded by Bevan Slattery in 2013, stands as an early pioneer in the provision of networking as a service, disrupting...
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        Elston Asset Management
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          <div class="sm:flex-grow">
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              Five constraints on medium term investment returns
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Five megatrends suggest higher medium-term inflation pressures and lower economic growth than pre-pandemic
</div>

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        AMP
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          <time datetime="2023-10-24T17:10:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 24, 2023 17:10</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The Match Out: A slight gain on the ASX today puts an end to a 3-day rout
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The daily Match Out for Tuesday 24 October 2023 with James Gerrish of Market Matters 
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      +3
</a></div>

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</a></div>

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          <time datetime="2023-10-24T16:00:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 24, 2023 16:00</time>
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        Eiger Capital
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  Hundreds of the funds management industry&#39;s finest gathered for the industry&#39;s night of nights... Here&#39;s who took home the gold. 
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              The cheapest technology company on the ASX
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  Technology meets deep value in this ASX-listed microcap generating software-as-a-service revenue and trading at 1.4x maintainable EBIT
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        Hancock &amp; Gore
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              Have your cake and eat it too: Generating top return from impact investing
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  With problems requiring solutions, you can focus on the problems or invest in the solutions. Hari Balkrishna does the latter
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              Focusing on the knowns in an era of unknowns
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While the future remains unknown, such as the impact of artificial intelligence (AI), other clear long-term trends can help guide investors.
</div>

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      <div>
        Yarra Capital Management
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Graphite stocks surge amidst China&#39;s export curbs: Does the rally have legs to run?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  China&#39;s planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>After multiple company meetings, these are the businesses you want to <span class="whitespace-nowrap">own<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  While signals like the price of a cup of coffee tell you about the economy, that&#39;s only part of the insights from analyst site visits. 
</div>

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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="23298" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/fund/airlie-australian-share-fund-managed-fund">
      <div class="p-4 flex group">
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        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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          <div 
  class="follow-stock-code-23298-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
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    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="169" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-all">
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-169">
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          <div 
  class="follow-stock-code-169-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="169"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="QBE" data-controller="event" data-event-name-value="link_click" data-event-id-value="57434" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-qbe">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">QBE</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1633" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-qbe">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">QBE Insurance Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:QBE</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1633">
            Followed by<span class="font-bold text-gray-700"> 267 </span>people
        </div>
          <div 
  class="follow-stock-code-1633-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1633"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="STO" data-controller="event" data-event-name-value="link_click" data-event-id-value="57434" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-sto">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">STO</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1767" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-sto">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Santos Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:STO</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1767">
            Followed by<span class="font-bold text-gray-700"> 580 </span>people
        </div>
          <div 
  class="follow-stock-code-1767-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1767"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="99980" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:7420,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/emma-fisher">
            <picture style="">
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  <img
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="99980" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/99980/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="99980" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:7420,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/emma-fisher">Emma Fisher</a>
</span>    </div>
      <div>
        Airlie Funds Management
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-57434" data-load-engagement-count-target="like" data-wire-id="57434" data-position="7420">
                <button
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  data-turbo-stream-url-value="/hotwired/likes/57434/wire/7420/like"
  data-controller="
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    turbo-stream 
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  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="57434" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:7420,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-57434" data-load-engagement-count-target="comment" data-wire-id="57434" data-position="7420">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/after-multiple-company-meetings-these-are-the-businesses-you-want-to-own#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="57434" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:7420,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-57434" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="57434" data-position="7420" data-style="listing" data-device-type="desktop"></div>
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    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-10-24T08:45:08+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 24, 2023 08:45</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2023-10-24+08%3A45%3A08+%2B1100&amp;last_position=7420"></a>
</template></turbo-stream>
