News & Insights
One thing that unites “capital destructive” businesses, and how to avoid it
In this Livewire interview, James Dougherty and Liam Donohue discuss how they decide what’s investable. They also share two Aussie small caps and why they believe these companies are set to outperform.
The power of saying no (and having skin in the game)
In this Livewire Fund in Focus video, Liam Donohue outlines Lennox’s investment process and illustrates how they have used ESG screening criteria to help identify outperformers and steer away from underperformers over time.
Livewire | Buy Hold Sell: 5 undervalued growth stocks
In this episode of Buy Hold Sell featuring James Dougherty, five growth contenders are put to the test.
Livewire | How to uncover the next Afterpay
James Dougherty in this Livewire episode discusses what makes a good micro-cap and shares one stock that he believes can climb its way up the index to the S&P/ASX20.
Livewire | Buy Hold Sell: 5 undiscovered micro-cap gems
Featuring James Dougherty, this episode of Buy Hold Sell puts five undiscovered micro-cap gems to the test.
East Coast Infrastructure – still the worst boom ever?
Twelve months on from our original analysis, is the East Coast infrastructure boom still the worst boom ever?
The investment case for Appen continues to stack up
In this Livewire article, James Dougherty shares his outlook for Appen (ASX:APX), a 3rd party dataset provider for artificial intelligence and machine learning algorithms.
Livewire Exclusive | Buy Hold Sell: 5 Growth Stocks at a Reasonable Price
Liam Donohue discusses a selection of companies offering good growth prospects at a reasonable price in this episode of Livewire’s Buy Hold Sell.
Livewire Exclusive | How to Find Growth in a Low-Growth World
In this Livewire Exclusive article, Liam Donohue discusses how to measure growth in the current market environment and which companies are showing the best growth prospects.
Livewire Exclusive | Buy Hold Sell: 5 small stocks with big yields
On this episode of Livewire Markets’ Buy Hold Sell, Liam Donohue shares his insights on several small stocks with big yields.
East coast infrastructure – worst boom ever?
It is no secret that Australia’s engineering and contracting industry has been positioning for an infrastructure-led boom on the east coast, however, various issues have seen margins squeezed and profits suppressed.
Successful small cap investing: Part 1 – it pays to invert
The listed Australian small companies’ market is known for its significant capital growth and wealth creation, however, small cap market index returns over recent years have not correlated with this high growth reputation.