Growth

Latest news and analysis on Growth

Reporting Season

From record numbers to fresh leadership... Life360’s next chapter

Revenue jumps 34%, users hit 88M. Now Lauren Antonoff takes charge to steer the family safety giant higher.
360
Stephanie Gardner
Livewire Markets
Equities

GPT-5 shows you don’t need to fear your job, yet

Kicking the tyres of GPT-5 show its marketing team has been having a whale of a time. What does this mean for AI workers in the near term?
Charles Ormond
Fat Tail Investment Research
Reporting Season

FNArena reporting season monitor: August 2025 - Week 1 (14 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

Nick Scali hits all-time highs on FY25 margin and dividend surprise

At face value, Nick Scali's FY25 result does not look pretty. But there are plenty of bullish takeaways beneath the hood.
NCK
Kerry Sun
Livewire Markets
Equities

2 ideas in 200 words #9

The cheapest real growth stock in 3 decades of investing plus a stock worth being patient with
IPH
MMI
Romano Sala Tenna
Katana Asset Management
Buy Hold Sell

Buy Hold Sell: 5 ASX healthcare names to fix what ails you

ASX healthcare’s been flatlining, could a recovery be on the cards? Two top investors name the stocks they think could revive the sector.
ANN
CSL
RMD
+2
Buy Hold Sell
Livewire Markets
Equities

ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything

Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it
Firetrail Investments
Firetrail Investments
Equities

Meet the ASX’s first dividend aristocrat: Soul Patts records 27 years of growing payouts

Soul Patts becomes the market's first dividend aristocrat, with a newly discovered 27-year streak of consecutive dividend increases.
APA
AUB
CHC
+1
Kerry Sun
Livewire Markets
Reporting Season

REA Group powers past valuation worries as earnings soar and dividends rise

REA Group delivers big. Seneca’s Luke Laretive gives his take on REA’s results, valuation and the headwinds for the year ahead.
REA
Anna Dadic
Livewire Markets
Equities

5 ASX 200 stocks that'll drive market sentiment this reporting season

Morgan Stanley highlights five large cap stocks set to drive market sentiment this earnings season, including CSL, Woolworths and Telstra.
CSL
SGP
+2
Kerry Sun
Livewire Markets
Equities

What is the best opportunity in US equities today?

In this article we examine some key themes in US equities, and how the last 3 months have created tailwinds for the Nasdaq 100.
+5
Cameron Gleeson
Betashares
Funds

From Domino's to domination... How Arden Jennings beat the market in FY25

One of Australia’s top small-cap PM's in FY25 began investing as a teen, with a Domino’s paycheck, and a hunch on Fortescue.
BRG
CDA
+1
Stephanie Gardner
Livewire Markets
Equities

Unveiling tomorrow's titans: A case study on Arista Networks

In the world of tech, identifying future market leaders can be akin to finding a needle in a haystack. But the rewards can be monumental.
Maroun Younes
Fidelity International
Funds

Forager: Cashed up ready to reload after bumper year

Forager’s Steve Johnson has trimmed winners, raised cash and is eyeing beaten-up small caps as reporting season kicks off.
AMA
+8
James Marlay
Livewire Markets
Equities

Global titans: 3 fundies share their top stock picks for 2025

Hyperion, Antipodes and Plato share their biggest stock calls and global market outlooks at the recent Pinnacle Summit.
OPT
+6
Anna Dadic
Livewire Markets
Success and More Interesting Stuff

Simon Conn’s guide to surviving the small cap 'torture chamber'

After nearly three decades at IML, Simon Conn reflects on investing through cycles, what matters most, and two stocks he still rates today.
Matthew Kidman
Centennial Asset Management
Equities

Make ASX reporting season easy: Buy winners, sell losers

16 seasons of data reveal stocks beating earnings forecasts gain 5.2% on results day and often continue trending higher for several months.
MTS
Kerry Sun
Livewire Markets
Equities

ResMed's ASX shares hit record on earnings beat, but is the future still bright?

Elston’s Bruce Williams discuss ResMed's results and margin momentum, and whether the stock still deserves a buy rating.
RMD
Vishal Teckchandani
Livewire Markets
Equities

Ozempic first mover sheds $170B in 4 days: Here's 2 ideas we're backing instead

After crashing more than 30% this week, Novo Nordisk has now seen its share price fall 65% over the last 12 months.
+1
Arms Rosenberg
Minotaur Capital
Buy Hold Sell

Buy Hold Sell: 5 ASX financials (that aren't the banks!)

There’s more to ASX financials than the Big Four. Matt Williams (Airlie) and David Wilson (First Sentier) reveal where they're seeing value.
HUB
MQG
+2
Buy Hold Sell
Livewire Markets
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