australian equities

Latest news and analysis on australian equities

Equities

These ASX blue chips missed the party, could there be an opportunity?

The ASX is booming, but not every company was invited to the party. This includes two large-caps popular with their consumers.
COL
Andrew Legget
Livewire Markets
Equities

What a 40% year taught us: 4 lessons from the past 12 months (and 3 new stocks to buy)

We outline 4 case studies from the past 12 months and 3 new companies to which we’re applying the lessons learned for future outperformance.
D2O
+14
Luke Laretive
Seneca Financial Solutions
Funds

George Capozzi on finding growth before the headlines catch on

George Capozzi explains why alignment and durability matter more than hype when backing the next generation of small caps.
EQT
NAN
+2
Stephanie Gardner
Livewire Markets
Equities

Value investing is dead. Long live value investing!

With markets booming, many are (again) writing obituaries to value investing. Could this be positive for the country's bargain hunters?
Andrew Legget
Livewire Markets
Equities

Moving on from Catapult

Forager’s Catapult journey shows the power of patience, conviction and discipline - and why knowing when to sell matters.
Steve Johnson
Forager
Investment Theme

The end of AI is not nigh

At a time of accumulating warnings about AI being a bubble waiting to burst, is it time to question the biases behind these warnings?
CAR
GMG
NXT
+2
Rudi Filapek-Vandyck
FNArena
Equities

Which big shorts are getting bigger?

Which ASX stocks are being bet against the most, and which ones are starting to see short sellers go away?
+7
Andrew Legget
Livewire Markets
Equities

4 ASX stocks in the P/E Red Zone

How stocks can end up thousands of percent above their P/E averages and what this tells us about the ever-popular valuation metric.
DRO
+1
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 ASX stocks for playing defence (and 1 to leave on the bench)

Markets at record highs call for smart defence. Tim Riordan and Brenton Saunders share their picks to keep your portfolio in the game.
CAR
+2
Buy Hold Sell
Livewire Markets
Equities

Auscap’s case for active investing and where they’re finding value

There are times where passive investing works but, according to Auscap, the current breakdown of the Australian market isn’t it.
IEL
+3
Andrew Legget
Livewire Markets
Macro

Five risks for 2026

What should you be looking out for as 2025 hits its final quarter? I share five risks that investors should consider as we approach 2026.
Isaac Poole
Ascalon Capital
Funds

Andrew Mitchell finds growth and protection in shifting cycles

In a market caught between optimism and fragility, Andrew Mitchell reveals how he positions for both growth and resilience.
360
+2
Stephanie Gardner
Livewire Markets
Equities

How a quality tilt helped soften a tough ASX reporting season

AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.
+1
Tom Wickenden
Betashares
Equities

Where will the earnings come from in the Australian market?

The ASX 200 is at record highs, but investors should consider the path forward.
Tom Wickenden
Betashares
Equities

No fireworks in early August results

The first 20 days of August reporting season are signaling modest expectations are probably best, unless the spotlight is on Quality Growers
360
AD8
CSL
+3
Rudi Filapek-Vandyck
FNArena
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

8 ASX stocks, 4 top fundies - what they’re buying (and avoiding)

At the recent Pinnacle Summit, four fund managers reveal their top ASX stock picks focusing on fundamentals and long-term value in 2025.
COH
+5
Anna Dadic
Livewire Markets
Equities

Tech, turnarounds, and the return of small caps

We look at the winners and losers of FY 2025, and how Forager is positioning for the year ahead.
Steve Johnson
Forager
Education

Missing the boat on a big ASX mining play

Joel Fleming tells the story of the critical mineral stock he watched and waited on before it blew past his microcap remit
Tom Stelzer
Livewire Markets
Education

Markets have evolved over time – has your portfolio?

If your portfolio hasn’t changed, or your conversations about it, you’ve got a problem. And it has likely cost you (a lot of) money.
Sebastian Ferrando
Koda Capital
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