australian small caps

Latest news and analysis on australian small caps

Markets

"It's not investing, it's a game": Anton Tagliaferro on what's wrong in today's market

The veteran fund manager believes today's biggest market risk isn't AI - it's investors ignoring what companies are worth.
CUP
James Marlay
Livewire Markets
Macro

The ASX index looks calm. The conditions underneath it are not.

The ASX index is holding steady. Beneath it, small cap valuations have compressed in businesses with intact earnings outlooks.
Emanuel Datt
Datt Capital
Equities

Seneca's sliding doors (10x ASX stock predictions)

10x incisive ASX share market predictions in the small and mid-cap space - what to watch in FY27.
+11
Ben Richards
Seneca Financial Solutions
Shares

4 ASX stocks we like despite the macro uncertainty

We believe the widening valuation gap between large and small caps has created compelling opportunities. Here are four high conviction ideas
ARF
CCL
+2
Robert Gregory
Glenmore Asset Management
Macro

The ASX data centre trade is real. The return concentrates at a layer most investors are overlooking

AI infrastructure is reshaping the ASX. The margin concentrates in contractors and distributors, not the asset owners.
Emanuel Datt
Datt Capital
Shares

Why this fundie is taking a contrarian view on a “clear recovery candidate”

Macro headwinds and a profit downgrade aren’t enough to shake Matthew Booker’s confidence.
BAP
SGM
+1
Keith Ford
Livewire Markets
Equities

9 best ASX stock picks from the Morgan Stanley Summit (and the one chosen twice)

The top stock picks from small cap, global and Australian fundies including Andrew Mitchell, Qiao Ma and Tobias Yao.
360
ALX
EVT
+3
Tom Stelzer
Livewire Markets
Equities

Australian small caps: the widest valuation discount in a decade

The conditions that produced that discount are now visibly turning. Two charts frame the opportunity.
Robert Hawkesford
Blackwattle Investment Partners
Equities

Why Seneca is overweight SaaS, selling oil stocks and the "most unique" idea in the fund

Seneca CEO and Portfolio Manager Luke Laretive takes us inside the big recent moves in its ASX funds.
A1M
+15
Tom Stelzer
Livewire Markets
Macro

SpaceX is pricing at US$1.77 trillion. The more interesting opportunity is closer to home

SpaceX is pricing at US$1.77 trillion on 11 June. For Australian investors, the more compelling opportunity may be closer to home.
Emanuel Datt
Datt Capital
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