PM Capital

Online automotive advertising portals, Autohome – featured in a Livewire piece in February 2017 – are a part of a broader investment thematic at PM Capital which has focused on online classified advertising businesses across the Asia region. With Autohome more than doubling since then we wrote about it, Livewire... Show More

Tim Boreham

Carsales 'mini-me' Latam Autos has driven investors down the wrong road since listing three years ago, but after a strategtic re-set the Latino car ads house looks to be headed in the right direction. Meanwhile, the well-known but private Johns Lyng Group is steering towards a listing Show More

Dean Fergie

In the December 16 half, Carsales has reported a negative like-for-like profit for the first time. Whilst this was impacted by a write-down in the company’s investment in iCar Asia and a poorly performing finance division, all financial metrics point to a rapidly maturing business. Mundane, low double-digit growth in... Show More

Livewire Exclusive

This time last year at Livewire Live 2015 three veterans of the Australian equity market shared their best stock ideas for the year ahead, the results did not disappoint. Ideas were contributed by Geoff Wilson (ASX:ECX), Anton Tagliaferro (ASX:SDF) and Ben Griffiths (ASX:AIA) with the average return... Show More