value investing

Latest news and analysis on value investing

Equities

ASX 200 correction will be bear market unless Trump blinks – Macquarie

Unless we see a major pivot from the returning US president, Trump’s trade war and cuts are likely to trigger a bear market, says Macquarie.
BHP
+17
Carl Capolingua
Livewire Markets
Equities

Lessons in value investing: Paying for the darkness and getting the light for free

Pzena's John Goetz highlights an investment approach that has performed for 30 years. It's not for those who lack conviction & discipline
Chris Conway
Livewire Markets
Equities

The AI hype trap: Why Antipodes’ Jacob Mitchell warns investors to stay grounded

The boutique fundie is hunting for stocks that benefit from AI - without the insane valuations - using a "pragmatic value" approach.
+1
Vishal Teckchandani
Livewire Markets
Equities

Mineral Resources still a sell on debt burden, iron ore and lithium prices - Datt Capital

The Mineral Resources dream of iron ore, lithium, and mining services is quickly turning into a nightmare. It’s not over, says this expert.
GMG
PME
Carl Capolingua
Livewire Markets
Equities

Deep value stocks are a double-digit return generator (and 6 stocks to prove it)

In this wire, Pzena Investment Management share where they find value-oriented opportunities in a mega cap-driven market.
Hans Lee
Livewire Markets
Equities

The ultimate contrarian play? Why this fund manager is betting on airlines and banks, not AI

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.
QAN
+5
Chris Conway
Livewire Markets
Equities

Where the Australian stock market is headed in 2025

There were massive winners and massive losers on the ASX in 2024. We bring you 2025 outlooks from three major brokers: Buy, hold or sell?
AMP
+17
Carl Capolingua
Livewire Markets
Equities

New data suggests your exposure to “overvalued” ASX bank shares is greater than you think

ASX banks are considered overvalued by most major brokers, but have delivered some of the best returns in 2024. Should you stick with them?
+5
Carl Capolingua
Livewire Markets
Equities

The ASX 200 is getting smashed, here’s how to protect yourself (and maybe even profit from it)

As the ASX 200 falters, we investigate how investors can short sell stocks, as well as an excellent source of ASX short selling ideas.
AD8
ALD
APA
+27
Carl Capolingua
Livewire Markets
Equities

5 'mispriced' stocks to watch in 2025

Antipodes portfolio managers discuss the stocks and key themes to watch in global markets in 2025.
+2
Antipodes Partners
Antipodes
Education

2 mad myths undermining successful investing

There's more to value investing than meets the eye, while the eye often focuses too much on performance - more than it deserves.
Vishal Teckchandani
Livewire Markets
Equities

Big brokers warn of “generational” overvaluations in ANZ, Commonwealth Bank, NAB and Westpac

Should you hold your bank shares? Should you sell them? Should you buy more, and if so, which ones?
+3
Carl Capolingua
Livewire Markets
Asset Allocation

Unlocking value beyond consensus in gold, energy & consumer staples | Michael Goldberg

Hear Michael, Co-Founder of Collins St AM, explain how hands-on research & real-world insights uncover hidden value in Aussie equities.
BPT
CSR
+9
Murdoch Gatti
York Wealth Management
Equities

Cheapest vs most expensive ASX sectors – Where are the bargains?

We investigate the cheapest and most expensive ASX sectors as we move into what is typically the strongest period of the year for stocks.
AGL
BHP
+17
Carl Capolingua
Livewire Markets
Equities

Great growth, great value, great technicals: Do these ASX stocks have it all?

Can you have it all? Chris Conway and Carl Capolingua bring you their list of ASX stocks with great earnings, value, and technicals.
ABG
BAP
BGL
+21
Chris Conway
Livewire Markets
Livewire Live

Where is there value on the ASX?

With the ASX at all time highs, Wilson Asset Management's Matthew Haupt shares where he is finding value right now.
TLS
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 mispriced growth stocks

Is there any value left after global growth's stellar run? You'll find out in this episode of Buy Hold Sell.
+6
Buy Hold Sell
Livewire Markets
Equities

Strong sentiment in the banks

After the broker calls to "sell all the banks" they have proven very robust.
MQG
+2
Kingsley Jones
Jevons Global
Equities

Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.
Antipodes Partners
Antipodes
Fund in Focus

Why investors need to understand real returns

And how Talaria Asset Management delivers investors income no matter the economic cycle.
Ally Selby
Livewire Markets
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