this time last year

Last year we called out the compelling value in Sirtex, which had been through a very rough patch. Livewire asked us to review our thesis on the stock, which has more...

Monash Investors first discussed Emeco back in early September 2017, “A cyclical stock on its way back up” when its share price was 18c. Now at 35.5c it’s almost...

In our piece titled ‘Is this the Next Credit Corp?’ in May 2017, we made the case for why we considered PNC to be the standout amongst emerging companies on our radar....

In September of last year, I nominated a stock on Livewire where I felt the short sellers had it wrong. The stock I chose was Flight Centre Travel Group (ASX: FLT), as...

This time last year, at Livewire Live we flagged a likely resurgence of volatility and highlighted some of the factors that we believed would drive this. In this...

BHP has delivered for shareholders in the 12 months since we laid out our bullish thesis on Livewire which you can see here. Collectively Andrew Mackenzie as CEO and...

Last July we highlighted 5 stocks that we believed could double cash flow over 5 years. Twelve months on we review how they have performed, and discuss the reasons for...

Some wonderful examples of entrepreneurial drive and global innovation can be found in the burgeoning New Zealand startup community and emerging listed companies. Here...

The conclusion of our December 2016 Livewire article read... “Such would suggest that the 2015 peak valuations in the Australian banking sector could indeed have...

We’ve been making our case on Livewire for investing in oil-related stocks since 2015. It’s been an arduous journey that dates back to 2013, but with the recent oil...

This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which...