Growth

Latest news and analysis on Growth

Reporting Season

One of the ASX’s most exciting (and volatile) growth stories faces its next test

With US hospitals signing on and fresh capital in the bank, 4DX enters its scaling phase. Execution now matters more than ever.
4DX
Chris Conway
Livewire Markets
The Rules of Investing

Why this global manager backed L1 Group with $50m

Langdon Equity Partners' Greg Dean says we're going through an uncomfortable rotation and reveals why he was so keen to back L1 Group.
L1G
The Rules of Investing
Livewire Markets
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 4 (335 stocks covered)

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

History says productivity lifts growth. Is AI’s impact being underpriced?

From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.
Stephanie Gardner
Livewire Markets
Investment Theme

Passive is winning the flows. But is it winning the debate?

Passive may dominate inflows, but markets still rely on someone to set prices and back businesses.
Stephanie Gardner
Livewire Markets
Reporting Season

Woolworths jumps 12% in biggest rally on record. Is the Coles gap closing?

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.
Stephanie Gardner
Livewire Markets
Equities

Long live software: Part II

WiseTech Global: a case study.
Damon Callaghan
ECP Asset Management
Reporting Season

“An abundance of opportunities” as APA’s $3 billion pipeline targets the AI power boom

CEO Adam Watson outlines how capital discipline and energy demand are driving APA’s expansion plans.
APA
Stephanie Gardner
Livewire Markets
Equities

3 global stocks loved by top-performing managers

The top global funds in recent months haven’t owned the world. They’ve owned a tight cluster of stocks in one specific part of the world.
Chris Conway
Livewire Markets
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 3 (150 stocks covered)

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