Buy Hold Sell: Diamonds in the rough - 5 ASX small cap standouts
Equity investors, quite rightly, are looking beyond large caps for opportunity. There's only so much Commonwealth Bank and Magnificent 7 you can have in a portfolio before things start to look top-heavy.
But moving down the market cap spectrum does not have to equal higher risk - not if you know where to look.
Whilst small-cap names are often under-researched and overlooked, this can create opportunities for outsized returns. The key is to have a process for unearthing the mispriced or underappreciated gems.
So, in this episode, Datt Capital’s Emanuel Datt and Yarra Capital’s Michael Steele share what they are looking for when mining the small-cap space, before putting their method to the test by analysing three small-cap names.
For good measure, they each share a diamond in the rough small cap that they are backing right now.
Please note this episode was filmed on 7 May 2025.
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12:27
Buy Hold Sell: Five overlooked growth stocks
With Livewire’s inaugural Growth Series in full swing, special guest host - CommSec's Tom Piotrowski - is back in the chair for another round of Buy, Hold, Sell.
This time he's asking the big questions, including what the key risks are for ASX growth companies today, and how professionals manage downside when the inevitable arrives.
Answering those questions are Ellerston’s James Barker and Ausbil’s Andrew Peros. Tom also quizzes them on past growth investments that exceeded expectations, and which early-stage indicators they pay most attention to.
And that's all before we get to the traditional Buy Hold Sell fare, running the ruler over five overlooked growth stocks. Are they misunderstood, or has the market ditched them for a reason?
If you love growth investing, don't miss this bumper episode. , investors piled into early-stage lithium hopefuls.
This episode was filmed 21 May, 2025
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19:15
Buy Hold Sell: 3 stocks on a tear and two the market is overlooking
With Livewire’s inaugural Growth Series kicking off next week, we’re bringing you a special series of Buy Hold Sell focused on growth stocks.
Against the backdrop of an incredibly volatile macro picture, punctuated by Trump’s flip-flop on tariffs, we explore how growth investing is being reshaped in real time.
Known for punching above our weight on many fronts, we also uncover the sectors and industries where Australia has a competitive edge.
That’s all before we deliver what Buy Hold Sell is best known for, running the ruler over three stocks that are on the move as well as two growth ideas our experts reckon the market is overlooking.
To help navigate this bumper episode, special guest host Tom Piotrowski from Commsec is joined by Ellerston’s James Barker and Ausbil’s Andrew Peros.
Don’t miss the insights as we set the scene for a journey through growth investing over the next couple of weeks.
This episode was filmed 21 May, 2025
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17:32
Buy Hold Sell: 5 companies with powerful earnings potential
There are myriad benefits for companies with powerful earnings potential.
So, which ASX companies have such earnings potential, and are they currently priced correctly?
To answer those questions, Livewire's Anna Dadic is joined by Will Granger from Airlie Funds Management and Marc Whittaker from IML.
In this episode, they analyse three ASX companies exhibiting strong earnings that are set to grow in the future. For good measure, they each outline the bull case on one company they believe has significant earnings upside.
Please note this episode was filmed on 7 May 2025.
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6:31
Buy Hold Sell: Hunting for quality in ASX small and mid-caps, and 4 cracking picks
When you're looking to buy something, one of the first things you ask is: what's the quality like?
No one wants something that’ll fall apart or blow up in their face. One of the big bugbears is reliability - most people want something that’s built to last when they’re putting their money into it.
Same goes for stocks. The word quality gets bandied around a lot, and while there’s a broadly accepted definition, it can mean different things to different people.
Different strokes for different folks.
To unpack what it means for those hunting in the small and mid-cap space, Livewire's Anna Dadic is joined by Will Granger from Airlie Funds Management and Marc Whittaker from IML.
In this episode, they will discuss why quality becomes so significant in market turbulence and share their current favourite high-quality small and mid-cap stock names.
Please note this episode was filmed on 7 May 2025.
Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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