fundamental analysis

Ex-20, not ex-growth: How First Sentier Investors finds Australia’s quiet compounders and holds them for the long run.

First Sentier Investors Dushko Bajic shares the mindset you need to master growth investing - even when the P/E looks sky-high.

If markets were to shut down for 2025, which companies would emerge stronger on the other side? Hear what the fundies have to say.

…and where Western Asset Management’s Anthony Kirkham is investing.

We investigate a major broker’s cheapest versus most expensive ASX mining stocks.

With the Australian share market trading at a new record high, we look at fundamental and technical factors to see what might happen next.

The ASX 200 logged a series of record highs this week, but rising prices can reflect strong earnings. So, are Aussie shares expensive?

Livewire's Carl Capolingua and Chris Conway have built a process for identifying growth stocks - they share it with you here.

Devaluations and a moderation in yields leaves REIT assets closer to fair value, one of the hardest hit segments, office, now looks cheap.

The Australian share market is enjoying a record-breaking run in 2024 but broker research suggests value is decreasing.

We introduce 'The Pendulum of Investor Psychology' and detail four Australian small caps with much to look forward to in 2024.

Momentum versus fundamentals. Price versus earnings. Disinflation versus deflation. This week's theme is all about contrasts.

We've identified some stocks that have been rallying hard and asked the fundies whether they can keep going, or if they are overcooked.

There are some stocks that tick all the fundamental boxes, but is the price always right? In this episode, you'll find out.

Co-CIO Chad Padowitz takes us through Talaria's investment process and the stocks that have driven their market-leading performance.

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.

When Robert Plant sat down to write the legendary rock song Stairway to Heaven 50 odd years ago, we’re pretty sure he didn’t have investing in mind. But it’s a...

In this article, we have a look at a way of assessing the valuation fundamentals of a fund. We thought it might be useful to share some analysis we did last month....

Buy the dip may have become a new catch-cry for many investors but for global equity manager Walter Scott, brought to you by Macquarie Professional Series, enthusiasm...

For many years, the ticker for dental group 1300 Smiles appeared in one of my ‘highly profitable’ stock watchlists. Checking this watchlist is no longer the same, as...