Growth

Latest news and analysis on Growth

Equities

How John Rothwell built Austal into a $2 billion shipbuilding powerhouse

Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.
ASB
Stephanie Gardner
Livewire Markets
Equities

Three small caps on the rise and with more left in the tank

At the smaller end of the market, where companies are less closely followed and analysed, it can often take significant announcements or newsflow to get investors to...
Lucas Goode
IML
Asset Allocation

Active > Passive.... in India

Capturing Opportunities Before the Index
Edward Heng
India Avenue Investment Management
Equities

“Trees don’t grow to the sky” - Ellerston challenges overweights to mega-cap tech stocks

The Mag Seven make up nearly 35% of the S&P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.
Vishal Teckchandani
Livewire Markets
Investment Theme

What CBA’s $300 billion milestone says about building wealth

CBA’s soaring market capitalisation may actually serve better as a teaching moment for investors.
Hans Lee
Betashares
Equities

A return to fundamentals

This quarter highlighted the resilience of major secular trends, which could be key to returns going forward.
+7
Joshua Cummings
Janus Henderson
Equities

Founder-led focus meets demographic tailwinds: A decade-long runway

Penumbra's aspiration-based mechanical thrombectomy devices are building one of the most defensible competitive moats in medical technology
Jacob Celermajer
Cordis Asset Management
Equities

You're fired! 6 ASX stocks to fire, 6 to hire (all-cap edition)

This is the Apprentice, markets edition. Jun Bei Liu, Ben Richards, Henry Jennings and more name their highest-conviction buys and sells.
360
CSL
+9
Vishal Teckchandani
Livewire Markets
Equities

Alphabet: the market’s most undervalued Mag 7 company

AI and Youtube are Alphabet's most underpriced subsidiaries.
+1
Garry Laurence
Profeta Investments
Equities

Four nuclear energy names you didn’t know about

Uranium is one of the most efficient and low-carbon ways to produce energy. As the world moves toward electrification and away from fossil fuels, nuclear power is...
Justin Lin
Global X ETFs
Equities

The overlooked winners of the AI fear trade

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.
Vishal Teckchandani
Livewire Markets
Equities

Housing and defence stocks set to shine

Centennial Asset Management's Matt Kidman expects the Housing and Defence sectors to outperform over the next 12-24 months.
Michael Carmody
Centennial Asset Management
The Rules of Investing

Life changing technology meets a structural growth industry

Tech has reshaped how we live. Now it’s changing how we survive. Jacob Celermajer on the medtech shift redefining modern healthcare.
The Rules of Investing
Livewire Markets
Success and More Interesting Stuff

Nick Griffin on finding stocks that can double earnings in 5 years

Nick Griffin reveals the structural shifts driving Munro’s global growth strategy, from AI and obesity drugs to defence and beyond.
Matthew Kidman
Centennial Asset Management
Education

What will disrupt the disruptors?

Google's Gemini disrupting Google?
Alex Pollak
Loftus Peak
Equities

Why CBA is the most hated rally on the ASX

Explaining CBA's inexplicable surge and why it's the Steven Bradbury of the ASX.
Hugh Dive
Atlas Funds Management
Equities

2 ideas in 200 words #7

A stock hit by temporary disruptions and one that is growing faster than it can manage.
Romano Sala Tenna
Katana Asset Management
Education

The stock that got away: An ASX software stock Cinderella story

Eley Griffiths' Nick Guidera tells the story of how he let caution override conviction and watched a stock rally from the sidelines.
Tom Stelzer
Livewire Markets
Funds

4 must-have traits to make it into this top-performing fund

How Aoris look through macro noise and focus on company culture to guide their current 14-stock portfolio selection.
+2
Anna Dadic
Livewire Markets
Equities

Structural tailwinds + category leadership = long runway for growth for this glucose monitoring company

The Continuous Glucose Monitor market is poised for structural growth, and we believe Dexcom is best positioned to dominate the growth cycle
Jacob Celermajer
Cordis Asset Management
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