The biggest ASX beats, misses, and sleeper stocks from reporting season

Breville Group (ASX: BRG) and RPM Global (ASX: RUL) were two stocks that stood out during reporting season for all the right reasons, according to Yarra Capital Management's equities team, while Mineral Resources (ASX: MIN) and 3P Learning (ASX: 3PL) endured some of the biggest misses.

But what about the sleeper stocks—those that reported well but that the market isn't paying enough attention to? And what are the biggest risks and opportunities between now and the next reporting season?

In the following Rapid Fire interview, Yarra Capital Management's Joel Fleming, Michael Steele, and Marcus Ryan - representing the entire market cap spectrum from micro to large-cap - answer those questions and more.

Note: This panel was filmed on 3 September 2024.

Time Codes

0:09 - Biggest surprises of the season (micro cap)
0:24 - Biggest surprise (small cap)
0:36 - Biggest miss (large cap)
0:53 - Biggest miss (micro cap)
1:17 - Sleeper stocks
2:05 - True or false: the consumer will be stronger next reporting period
2:39 - Biggest opportunity between now and next season
3:01 - Biggest risk between now and next season
3:15 - The final message for investors

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