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...