Livewire Markets

Half of Uber's monthly active users, and a market cap under $5 billion. Joseph Koh from Blackwattle on the advertising runway that could rival Life360's entire current business. Buy, Hold or Sell? 👀

Link in comments for full episode.

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.

CogState just had a transformational year: trials up more than 55% as it expanded from Alzheimer's into sleep, psychiatric, neurological and rare diseases. Nick Sladen from LSN Capital Partners likes the setup, $50 million net cash, a dividend, a buyback, and three years of 20%-plus earnings growth ahead 👀

🎧 Link in comments for full episode: "Buy, Hold, Sell™: 6 ASX small caps surviving and thriving in a macro storm" ✅

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.

Ausbil’s Paul Xiradis says the Australian economy is treading a fine line and multiple rate hikes could push it over the edge.

Link in comments for the full interview.

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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.

Tech investor Cathie Wood says she doesn't expect AI companies to put the handbrake on despite calls from industry leaders and politicians.

Link in comments for the full interview.

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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.

Forget gold, copper or lithium. The one commodity Janus Henderson’s Darko Kuzmanovic would hold for the next five years is one that the rest of the market may be missing.

Link in comments.

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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.

Forget gold, copper or lithium. The one commodity Janus Henderson’s Darko Kuzmanovic would hold for the next five years is one that the rest of the market may be missing.

Link in comments for full interview.

-

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.

Thinking of gifting cash or offloading assets to lower your aged care costs? It's not that simple. Adam Dawes from Shaw and Partners calls it "an absolute minefield": gifted money doesn't automatically disappear, and the tax department can see exactly what's going on...

Watch the full Q&A via link in comments.

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.

Tin is one of the hardest commodities to find, and demand keeps climbing off the back of AI-related infrastructure. Emanuel Datt from Datt Capital says Metals X is a rare way to get listed exposure to that squeeze: constrained supply meeting a demand thematic that only grows stronger 👀

🎧 Link in comments for full episode: "Buy Buy Buy: 11 hot commodity stocks" ✅

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.