Livewire Markets

Livewire Markets Livewire is Australia’s #1 website for free expert investment analysis & ASX News.

Each month 250,000+ investors use the platform to make more informed and successful investment decisions by accessing curated information and analysis from 650+ of Australia’s most credible investment professionals.

09/09/2026

Find out why gold is Global X’s Justin Lin’s pick for the one commodity he’d hold for the next five years. Check out the full interview with Justin from our Commodities in Focus series on how investors can look to play gold, copper and the other big opportunities in the new commodities supercycle - and the big mistake to avoid.

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

08/09/2026

Kicking off our Commodities in Focus Series, Anna Dadic sits down with Argonaut’s David Franklyn on why lithium, copper and gold are set up for a strong five years and how to position before the move. In this snippet, David shares the one commodity he’d own for the next five years.

Link in bio for the full Commodities in Focus Series.

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

07/09/2026

Expectations for CSL were rock bottom, trading on 15 times earnings after an 18-month downgrade cycle. Charles Story from WaveStone Capital says that’s far too low for a business this good. With the core plasma business stabilising, a new management team cutting costs, and room for a further re-rate, he’s calling it a buy.

🎧 Link in bio for full episode: “Buy, Hold, Sell™: 6 ASX large cap leaders and laggards” ✅

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

07/09/2026

BHP’s management has done a fantastic job: running the assets well, allocating capital well, and tilting the portfolio to future-facing metals just as commodity prices run hot. So why is Joe Wright from Airlie Funds Management only a hold? At 19 times earnings, it’s rerated a long way, and he sees better opportunities elsewhere 👀

🎧 Link in bio for full episode: “Buy, Hold, Sell™: 6 ASX large cap leaders and laggards” ✅

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

03/09/2026

Steve Johnson from Forager Funds Management likes Lovisa, and has owned it twice. Buy, Hold or Sell?

🎧 Link in bio for full episode: ‘Buy, Hold, Sell™: 8 winners, losers and best ideas across ASX small-caps’ ✅

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

Two of Australia’s sharpest venture capital investors are coming to Livewire Live.Blackbird Rick Baker and Samantha Wong...
01/09/2026

Two of Australia’s sharpest venture capital investors are coming to Livewire Live.

Blackbird Rick Baker and Samantha Wong - who have backed Canva, Airwallex Eucalyptus and
Halter - join Australia’s premier investor event on Tuesday 22 September at the Art Gallery of NSW.

In conversation with Capital Brief Founding Editor-in-chief John McDuling.

Tickets available via link in bio.

30/08/2026

In case you missed it, last Friday’s ep: Warren Buffett transformed a failing $15M textile mill into a trillion-dollar enterprise. But Joseph Ziller from Ziller Funds Management believes the time to own Berkshire was the first half of that journey, not the second

🎧 Link in bio for full episode: “Buy, Hold, Sell™: Berkshire, Palantir and 3 more founder-led stocks” ✅

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

27/08/2026

Palantir has built something impressive. But at 100x earnings, Allen Pullen from Magellan can’t find the margin of safety. Too many opaque government and defence contracts to assess how durable the advantage really is, and that means too wide a range of outcomes...

🎧 Link in bio for full episode: “Buy, Hold, Sell™: 5 founder-led favourites” ✅

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

27/08/2026

Palantir has built something impressive. But at 100x earnings, Allen Pullen from Magellan can't find the margin of safety. Too many opaque government and defence contracts to assess how durable the advantage really is, and that means too wide a range of outcomes...

🎧 Link in bio for full episode: "Buy, Hold, Sell™: 5 founder-led favourites" ✅

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This post is general information only, is not financial product advice and does not take into account your personal objectives, financial situation or needs. You should obtain independent, licensed financial advice before acting on any information in this post.

Livewire Live gives you direct access to high-conviction ideas from top investors. For a decade, Livewire Live has put i...
26/08/2026

Livewire Live gives you direct access to high-conviction ideas from top investors. For a decade, Livewire Live has put investors in the room with the market’s sharpest minds. To celebrate our 10th anniversary, we are raising the bar with our most ambitious event yet ⚡

Join us for an exceptional gathering of domestic and international investment leaders. Secure your front-row seat as they reveal high-conviction ideas and the structural trends set to define the next decade. This is a rare opportunity to hear directly from industry titans, connect with fellow investors, and gain the edge you need to stay ahead 💡

Link here to secure tickets: https://www.livewiremarkets.com/livewire-live/2026-event

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