Podcasts about buy hold sell

As part of our 2026 Outlook Series, we asked you for your picks of the top ETFs for the year ahead, and in a recent episode of Buy Hold Sell, we ran the ruler over five of the most-picked ETFs. But we like to keep our guests on their toes, which is why we're back with a bonus round of Buy Hold Sell to run through nine more of the ETFs that made the list.  Back in the BHS hot seats are Daniel Kelly of Viola Private Wealth and Adam Dawes of Shaw and Partners to give the quick fire calls on ETFs covering everything from gold miners to Asian tech. 2 guests. 9 ETFs. 4 minutes. Hear how they got on.  This episode was filmed on Wednesday, 11 February 2026.  

AI. It's all anyone is talking about, and whether you love it or loathe it, you're probably going to have to hear about it for a while yet (i.e. forever). But whether you choose to invest in it? That's another story.  Let's be real. Investors of all stripes - from retail punters to institutional shops with trillion-dollar balance sheets - have lost their minds over AI. Yes, there will be winners. But there will also be body bags. That's how every tech revolution works. So what is the play? Do you ram as much AI into your portfolio as you can and back the builders of the future? Or do you position in themes tied to timeless human needs like eating, building and moving? In this episode, Daniel Kelly from Viola Private Wealth and Adam Dawes from Shaw and Partners run the ruler over three ETFs offering direct AI exposure and three designed to be resilient, whether the robots deliver or disappoint.   This episode was filmed on Wednesday, 11 February 2026.

With so much choice on the ASX for building an ETF portfolio, the challenge is in construction. How do you combine ETFs in a way that makes sense for where you are in your investing journey? And how should that mix evolve as your knowledge, confidence and capital grows? In this episode, Tom Stelzer is joined by Daniel Kelly of Viola Private Wealth and Adam Dawes of Shaw and Partners to build three ETF portfolios from the ground up: one for beginners, one for intermediate investors and one for those ready to step into more advanced territory. Starting with low-cost, broad-market exposure ETF options, our panel explores how investors can begin layering in more targeted sector and thematic exposures as their portfolios mature, before heading into sophisticated territory, unpacking geared strategies and listed alternatives, where risk, correlation and portfolio construction become even more critical.  This episode was filmed Wednesday 11th February 2026.

ETFs have become the building blocks of modern portfolios, offering instant diversification, liquidity and low-cost access to everything from global blue chips to niche thematics. But with a veritable supermarket of options now available on the ASX, choosing the right ETF is no easy task. In this episode, Livewire's Tom Stelzer is joined by Daniel Kelly of Viola Private Wealth and Adam Dawes of Shaw and Partners to give us their verdicts on some of the ETFs most tipped by Livewire readers for 2026. We cover ETFs from global quality and cybersecurity, to Australian high yield, copper miners and the world's largest listed companies. As always, each guest also brings one ETF idea of their own for the year ahead offering two very different ways to position for 2026 - one taking advantage of the beaten-down ASX tech sector and another set to benefit from a geopolitically charged environment.    This episode was filmed Wednesday 11th Febraury 2026

If you've ever watched a race, there's usually someone trailing well behind the pack. The limelight belongs to the winners, of course, but there's always a mix of second-hand embarrassment and sympathy for the poor sod trying and failing to catch up. Growth investing can feel much the same. Miss the starting gun, and you may have already missed the early and most powerful part of the rally.  In this episode, Anna Milne from Wilson Asset Management and Blake Henricks from Firetrail Investments explain how they identify early-stage growth opportunities and more importantly, how they distinguish early-stage businesses with long growth runways from those that are simply cheap.  A key insight they agree on is that successful early growth investing starts with a deep understanding of the business itself, built through direct engagement with the company, not just financial metrics.  They each share two under-the-radar growth stocks they rate as buys, along with the investment thesis behind them. This is an all-buys episode, so keep your watchlist handy. Please note this episode was filmed Wednesday 28th January, 2026.

To paraphrase Gordon Gecko, growth is good. But not all growth opportunities are created equal (just ask ASX tech investors right now), and after a year in which some growth stocks soared while others stalled, what's the outlook for growth this year, and how do you take advantage? To answer those questions and more, we welcomed Anna Milne from Wilson Asset Management and Blake Henricks of Firetrail Investments to cover off all things growth stocks. They reveal how they're handling the current market rotation, what they actually look for in growth-oriented companies and the thinking that goes into deciding when to sell. They also each share their top pick for an ASX growth stock in 2026. Please note this episode was filmed Wednesday 28th January, 2026.

Welcome back to a new year of Buy Hold Sell. At the end of last year, we asked you, our Livewire readers, to tell us what your most-tipped growth stock will be for 2026. It was our 10th year running the survey, with nearly 5,000 responses, and we crunched the numbers to see which names emerged as clear favourites. So for our first episode of the year, we asked our guests, Anna Milne from Wilson Asset Management and Blake Henricks of Firetrail Investments, to run the ruler over five of your most popular stocks from the results. We also asked our guests to bring the stocks they think should have made the list and you should most certainly add to your watchlist.  

In this episode of Dynasty Fantasy Football Asset Autopsies: Value Traps & Hidden Upside, we take a market-first approach to dynasty player evaluation.We break down why certain players are priced the way they are, what dynasty managers are missing, and what has to happen for their value to change. This isn't about hot takes — it's about understanding process, timing, and insulation in real dynasty leagues.Kaleb Johnson (RB, Pittsburgh)Travis Hunter (WR, Jacksonville)J.J. McCarthy (QB, Minnesota)Keon Coleman (WR, Buffalo)Tua Tagovailoa (QB, Miami)Timecodes00:00 Intro00:57 Dynasty Asset 109:06 Dynasty Asset 219:45 Dynasty Asset 326:42 Dynasty Asset 432:03 Dynasty Asset 538:49 Rapid FireMarvin Harrison Jr., Garrett Wilson, Trey Benson, Brian Thomas Jr., Cade Otton, Travis Kelce, Kimani Vidal, Kareem HuntEach breakdown ends with a clear Buy / Hold / Sell verdict and the right timing to act.If you care about avoiding bad bets and building long-term dynasty leverage, this is the show for you.

Braino and Deadly dive into the players you need to target ahead of Round 8 of BBL SuperCoach!BECOME A PATREON SUBSCRIBER - https://www.patreon.com/insightfantasysportsFind our socials, sponsors, all our shows, join our community and become a subscriber here: https://linktr.ee/InsightFantasySports00:00 - Semi-finals chaos: Round 7 monsters + Round 8 preview 00:33 - Welcome in: semi-finals check-in, recording timing, weather watch 01:28 - Round 8 setup: Renegades double, Sixers bye, why this week is tricky 02:36 - Boost and trade plan: “If you've held it… this is the week” 03:34 - Squeeze of the Week + cash-league shoutouts 04:26 - Sponsor message: Astute Newstead home loans 04:56 - How many Renegades is “enough”? (and when loading up gets dangerous) 06:07 - Game 1 preview: Thunder v Renegades at ENGIE, Warner injury watch 07:09 - Loophole talk: why some bench loops become irrelevant now 08:20 - Renegades selection bombs: Zampa watch, Tom Rogers return risk, who gets dropped? 11:00 - Game 2 preview: Stars v Strikers at the MCG, Joe Clarke update, Maxi's batting spot debate 13:01 - Strikers rotation headache: Carey in, Shamsi/Ali roulette, Overton role concerns 14:06 - Game 3 preview: Hurricanes v Heat, the Ellis rest sting and more Hurricane rest fears 16:22 - Hurricanes strategy pivot: who to hold, who to ditch, setting up Round 9 loops 17:00 - Heat changes: Neser likely in, batting order chat, Heat suddenly scary 19:16 - Game 4 preview: Renegades v Scorchers at Marvel (flat track warning) 19:44 - Scorchers notes: Agar still out, Connolly captaincy viability, Marsh finger update 20:28 - The “reverse trade” dilemma: Hardy vs Marsh and trusting your gut 22:28 - Hot topics: head-to-head strategy vs overall rank (how the mindset changes) 24:42 - Round 8 macro strategy: doubles vs “best player available” and chasing uniques 26:00 - Renegades targets ranked: must-haves, role winners, and the pod plays 26:26 - Target 1: Hassan Khan (spin deck angle + role safety with Zampa) 27:28 - Target 2: Josh Brown heater (price pain vs ceiling) 28:49 - Like challenge: 75 likes = straight captain Josh Brown 29:07 - Target 3: Grinda Sandhu (death + powerplay role, but Tom Rogers impacts) 30:32 - Target 4: Will Sutherland role volatility and why he still stays in the mix 31:38 - Value pick: Jason Behrendorff bargain case (venue concerns vs pedigree) 33:11 - Pod watch: Jake Fraser-McGurk as the matchup winner 34:03 - Patreon plug: Pod Watch, Buy/Hold/Sell, Captain's Corner drop timing 34:18 - VC options: Brown, Sandhu, The Chief, smoky Hassan Khan 35:03 - Captaincy pivots: Stoinis at MCG, Short/Overton, Connolly late-round hammer 36:55 - Emergency plays: Warner early, Maxwell “zero risk” emergency week, Strikers options 38:32 - Loop planning: if no Sixers DNPs, why Scorchers become the safety net 38:51 - Wrap: semi-finals luck, final preview tease, reminder of 75-like captain bet Hosted on Acast. See acast.com/privacy for more information.

In this episode I run through the buy hold sell for r7 of bbl Supercoach! Plenty happening, I hope you are in the hunt!#bbl #bblsupercoach Hosted on Acast. See acast.com/privacy for more information.

In this episode I go through the decisions to make heading into r6 of the bbl supercoach season! Hosted on Acast. See acast.com/privacy for more information.

Buy Hold Sell has wrapped up for 2025 and will be back in 2025. Keep your eyes out for some bonus episodes dropping in early January. Thanks for listening!

If 2025 showed investors anything, it's that the best money wasn't made by sitting still; it was made by catching the right waves. While broader markets delivered solid returns, the lion's share of profits went to investors willing to back the big themes: uranium, defence stocks, gold miners, Bitcoin, the Nasdaq, and Australian small caps. Get the wave right, and returns arrive fast. But as any surfer knows, timing matters. Not every wave kept rolling, and some themes lost momentum just as quickly as they emerged. So as we head into the New Year, the key question is which of these themes still have legs - and where is the next swell forming? To find out, we sat down with Michael Wayne from Medallion Financial Group and Adam Dawes from Shaw and Partners to unpack which 2025 themes can continue, and nominate their one hotspot for 2026 and how to play it. Note: This episode was recorded on Wednesday, 17 December 2025.

Looking back at 2023, 2024 and 2025, it's hard not to think: wasn't it easy to make money? As the table below shows, almost everything went up. With around 95% of asset classes delivering positive returns, avoiding losses wasn't the challenge - owning enough of the winners was. But periods of easy money don't last forever. Eventually, the macro backdrop shifts, leadership changes, and returns begin to diverge sharply across assets, as investors saw in years like 2018 and 2022. With that in mind, we invited two market pros - Michael Wayne from Medallion Financial Group and Adam Dawes from Shaw and Partners - to discuss where investors should be positioning, and where trimming exposure may make sense heading into the new year. Note: This episode was recorded on Wednesday, 17 December 2025.

As 2025 winds to a close, it's only fitting that we take stock of the names that dazzled investors this year, as well as those that landed squarely on the naughty list. Markets delivered no shortage of surprises, with some companies shooting the lights out while others tested even the most patient shareholders. On the “nice” list sit Regis Resources (RRL), Codan (CDA), and Charter Hall (CHC) - three stocks that managed to push through volatility and reward investors handsomely along the way. Meanwhile, the “naughty” list features Bendigo and Adelaide Bank (BEN), WiseTech (WTC), and Bapcor (BAP), each facing its own set of challenges. To make sense of it all, Livewire's Vishal Teckchandani brings together two trusted voices: Hugh Dive from Atlas Funds Management and Jun Bei Liu of Ten Cap. They break down what went right, what went wrong, and whether any of these names deserve a spot in portfolios heading into 2026. Note: This episode was recorded on Wednesday, 3 December 2025.  

“Crazy.” That's how Jun Bei Liu of TenCap summed up 2025, a year where big themes surged in waves, sector leadership flipped at lightning speed, and investors had to stay sharp through fresh bursts of volatility. Alongside Atlas's Hugh Dive, we're looking back at the year that was: Which stocks delivered, which ones fell short, and which great ideas slipped away before investors could act? And the real question: what now? With 2026 around the corner, how should investors set up for success, and which stock calls stand out as the most compelling shots for the year ahead? From key lessons to bold ideas, our guests unpack what mattered in 2025 and where they see opportunity next. Note: This episode was recorded on Wednesday 3 December 2025.

Well, here we are again, staring down the barrel of the year-end. It's a time for some fun and frivolity, but amongst the cheer, it's also the perfect time to cast a discerning eye over our portfolios and make some hard decisions about which companies get a guernsey into 2026. Shedding the duds also means hunting for new opportunities and while piling into the top 10 best performers from this year is always tempting, there are probably some equal, if not better, opportunities to be had in the downtrodden. In what has become a tradition at Livewire, Vishal Teckchandani hosts Hugh Dive from Atlas Funds Management and Jun Bei Liu from Ten Cap, to hunt through the bargain bin on the ASX to see if they can find some beaten-down gems. What will they find? As a bonus, Jun Bei and Hugh each nominate a stock they think is set to get going in 2026. Note: This episode was recorded on Wednesday 3 December 2025.

Investing globally can feel overwhelming, but it also opens the door to powerful structural themes that Australian equities often miss. In this episode of Buy Hold Sell, Nick Markiewicz from Ellerston Capital and Michael Poulsen from Canopy Investors reveal six global small and mid cap stocks positioned in the slipstream of major shifts including AI driven power demand, digital content monetisation, manufacturing reshoring, rising healthcare procedure volumes and the transformation of Japan's labour market. From data centre power solutions to hazardous waste leadership and fast-growing HR technology platforms, the pair outline high conviction ideas that tap into multi-year growth opportunities. Please note that this episode was recorded 19 November 2025

US earnings season might be over, but the aftershocks are still rippling through markets. Headline numbers looked strong – S&P 500 EPS growth hit 15%, margins touched 15-year highs – yet beneath that glossy surface lies one of the most divided landscapes in years. In 2025, the market is being pulled in two directions. On one side sits the AI complex, powered by hyperscaler capex that continues to be revised higher. On the other, almost everything tied to the real economy is slowing. Manufacturing is soft. Housing is sluggish. Consumer strength depends entirely on your postcode and pay grade. And in small and mid-caps, earnings beats were met with half the usual upside, while misses were punished with twice the usual downside. Volatility is back, and it's ferocious. As Michael Poulsen from Canopy Investors puts it, parts of the economy are still waiting for “a bit more clarity” before they invest again – yet beneath the uncertainty, he's seeing early signs of life in long-neglected sectors like healthcare. Meanwhile, Nick Markiewicz from Ellerston Capital notes that “if you're not in AI, I'm not sure you're anywhere,” even as he quietly eyes high-quality compounders and homebuilders now trading on GFC-era multiples. In this episode of Buy Hold Sell, we break down the winners, the warning signs, and the opportunities emerging from a wildly bifurcated reporting season. Plus, our guests reveal two stocks that absolutely crushed expectations.

Whilst Aussie small caps have been on fire and are outperforming their large-cap peers year to date, it's not the same story everywhere. In the US, for example, small and mid-caps (SMIDs) are still lagging – such is the dominance of the Magnificent 7. But when everything else is rallying, it can pay to fish where others aren't. And here's the kicker: unlike Australia, where there's a tiny pool of SMIDs – roughly 250 names that meet the $300 million to $10 billion market-cap cut-off – there are around 8,000 globally. That's a lot of fish. But with more choice comes the need to know where to look and how to separate the bluefin from the carp – because not every SMID is worth catching.   With that in mind, Livewire's Chris Conway is joined by Michael Poulsen from Canopy Investors and Nick Markiewicz from Ellerston Capital to unpack the factors they look for when hunting global SMIDs, run the ruler over a handful of names, and each share one stock they think has a bright future ahead. Please note that this episode was filmed 19 November 2025

Small caps have long been the hunting ground for investors seeking outsized growth, but they also demand a sharper eye and stronger conviction. Whilst smalls have woken from a long slumber in 2025, beneath the headline names a new generation of companies is quietly building momentum - firms with unique market positions, improving fundamentals, or catalysts that could soon propel them into the spotlight. In this episode of Buy Hold Sell, Livewire's Chris Conway is joined by James Nguyen from Tyndall Asset Management and Shaun Weick from Wilson Asset Management. Together, they shine a light on five small-cap hidden gems; businesses that aren't household names yet, but might be tomorrow. They unpack what makes each one special, the triggers that could unlock their value, and the key risks investors should keep in mind. Whether you're hunting for the next breakout stock or simply looking to understand what drives performance in this dynamic part of the market, this episode is full of actionable insights from two seasoned small-cap specialists. Please note that this episode was filmed 5 November 2025

If you've been following the story of small caps for a while, you would know that as early as 2024, some investors were talking about a recovery in small caps given the performance gap relative to their larger peers. For a good period of time, that promise went unfulfilled. But good things come to those who wait, and in 2025, small caps have staged a genuine comeback - so much so that they're now outpacing their large-cap peers year to date. The question now is: can it last? And just as importantly, what could derail the momentum? Livewire's Chris Conway put those questions and more to James Nguyen from Tyndall Asset Management and Shaun Weick from Wilson Asset Management. In this episode, James and Shaun also share which sectors and themes still look compelling in small-cap land, a couple of stocks they're most excited about, and a couple more that are keeping them up at night. Please note that this episode was filmed 5 November 2025

Unless you've been living under a rock, chances are you're aware of the resurgence in small-cap stocks. The ASX Small Ordinaries is up 19% year-to-date, versus just 7% for the ASX 100. But it's not just a rotation away from growth-starved large caps that is seeing smalls catch a bid. The recent reporting season showed that many small caps are in rude health, with strong balance sheets and improved earnings backed by margin expansion, built on a bedrock of innovation and competitive advantage. That's the good news but, of course, not all small caps are created equal. Investors need to be highly selective when considering less mature businesses. Against that backdrop, Livewire's Chris Conway sat down with James Nguyen from Tyndall and Shaun Weick from Wilson Asset Management to understand their most important factors when assessing companies and run the ruler over three of the hottest ASX small caps. For good measure, they each share a name they believe is on the rise. Please note that this episode was filmed 5 November 2025

Over the past few episodes, we've galloped through our Spring Racing Carnival series - from the “stayers” built to go the distance, to the “wet-track wonders” that hold their footing when conditions turn tough. And now, as we thunder down the home straight, it's time for the Photo Finish. In this final instalment, we're doing things a little differently. Rather than our usual stock-by-stock format, we've set up a series of head-to-head matchups - five pairs of closely matched companies, each vying for line honours. Our guests will weigh in on which business they'd back, and why. It's a chance to see how professional investors think when they're forced to make the hard calls, where conviction meets comparison, and small details separate a winner from the pack. Joining me to make those calls are Nick Pashias from Antares Equities and Marcus Ryan from Yarra Capital Management.  Please note this episode was filmed on 22 October 2025.    

Winter might be over, but in markets, the clouds can roll in at any time. And when they do, only the sure-footed survive. With the Melbourne Spring Racing Carnival in full swing, we're once again taking inspiration from the track - this time, looking for the “wet-track wonders” of the ASX.  These are the companies that can handle tougher terrain, those with strong balance sheets, reliable earnings, and management teams that know how to keep moving forward when the ground gets heavy. In this episode of Buy Hold Sell, Livewire's Chris Conway is joined by Marcus Ryan from Yarra Capital Management and Nick Pashias from Antares Equities. Together, they'll explore what defines true resilience in the sharemarket and where investors might find the best footing if conditions deteriorate. Before they dive into the stocks, Chris asks Nick what traits he looks for in businesses that can weather the storm - from fiscal discipline and predictable cash flows to that all-important pricing power. Marcus then weighs in on which sectors tend to thrive when the economic going gets tough. As well as analysing three ASX names, for good measure, the guests each share a stock in their portfolio that they might look at differently if conditions head south.  Please note this episode was filmed on 22 October 2025.

Spring has arrived, and with it, the familiar buzz of the racing season in Melbourne - where form, endurance, and timing can make all the difference. It's not just the horses gearing up for a big run - investors, too, are scanning the field for those rare “stayers” that can go the distance. In this episode of Buy Hold Sell, we're drawing inspiration from the track to talk about the enduring performers of the sharemarket - the companies that keep compounding, year after year, through every twist in the economic cycle. These are the market's equivalent of the proven stayers: dependable, disciplined, and capable of delivering over the long haul. Joining Livewire's Chris Conway to break down what makes a true long-term performer are Nick Pashias from Antares Equities and Marcus Ryan from Yarra Capital Management.  We kick off by finding out whether the gents fancy a flutter during the Spring Racing Carnival or prefer to keep their bets confined to the stock market. We then explore what the term “quality compounder” really means to them - the traits, fundamentals, and track records that separate the contenders from the also-rans. And of course, we'll run the ruler over three proven “stayers”, before each guest reveals the one company they'd hold for the next five years (if they had to!). Please note this episode was filmed on 22 October 2025.    

Sometimes, the best opportunities aren't in the headlines. While the market chases momentum, savvy investors know that real alpha often comes from spotting quality before the crowd does, and knowing when to step aside when things get a little too hot. In this episode of Buy Hold Sell, host Anna Dadic is joined by small-cap specialists Matt Griffin from Maple Brown-Abbott and Luke Laretive from Seneca to unpack some of the market's lesser-known winners and a couple of names they think are best avoided for now. From the small-cap success stories flying under the radar to red flags flashing on overhyped names, our guests share where they're finding value, what signals they look for when identifying early opportunities, and how they avoid the common traps that trip up investors.

Small caps are in comeback mode, and investors are starting to take notice. After years in the doldrums, this once-unloved corner of the market is showing real signs of life, with the index surging more than 20% year to date. But is this rally built on solid foundations, or is it just another short-term burst of optimism? In this episode of Buy Hold Sell, host Anna Dadic is joined by Matt Griffin from Maple-Brown Abbott and Luke Laretive from Seneca to unpack what's really driving the small-cap recovery and where the next wave of opportunity might lie. From takeover activity heating up to renewed investor appetite for growth, our guests share their read on what's changed, what still looks cheap, and the risks investors need to keep on their radar.  If you've been sitting on the fence about small caps, this episode is packed with insights to help you separate the real signals from the market noise.

When it comes to small caps, investors tend to fall into two camps: those who see risk and those who see opportunity. With a small-cap comeback underway, the latter camp might just be onto something. While this part of the market can be volatile and under-researched, it's also fertile ground for stock pickers with a sharp eye and thick skin. In this episode of Buy Hold Sell, Livewire's Anna Dadic is joined by Matt Griffin from Maple Brown Abbott and Luke Laretive from Seneca Financial Solutions to uncover where they're spotting value in today's small-cap landscape. From sector-level trends to the traits that separate a potential winner from a flop, these two fundies share how they're navigating a dynamic market full of hidden gems and hopefuls. We put three small-cap names under the microscope, with our guests weighing in on which ones still have room to run and which might have already had their moment. They also each share a high-conviction pick they believe could outperform over the next 12 months. This interview was filmed on Wednesday 8 October 2025. 

This year's NRL Finals have been dominated by the players with the magic touch showing up when needed. But which companies are doing the same thing on the ASX? Who are the real MVPs and who are the also-rans?  In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Tim Riordan from Blackwattle and Brenton Saunders from Pendal to offer their verdicts on the companies showing strong game management and delivering on the big stage.  Our guests also bring the ASX innovator they think has a winning strategy right now.  Please note, this episode was filmed on Wednesday, 24th September 2025. 

This episode was filmed Wednesday, 24th September 2025. The siren might have sounded on another AFL season, but when it comes to markets, the game next stops.  With the ASX trading near record highs and valuations stretching common sense, investors are asking the big question: how do you protect the scoreboard when conditions turn tough? As the saying goes, attack wins you games, but defence wins you titles. And while growth stocks often grab the spotlight, low-volatility names and reliable portfolio ballast can be just as crucial for staying in the match when momentum shifts. So in this episode, we're drawing up our own starting lineup of ASX defenders. Which stocks deserve a place in your portfolio's backline, and which ones should be left warming the bench? Joining Livewire's Tom Stelzer to make the calls are  from Blackwattle and Brenton Saunders from Pendal, who put three ASX names under the spotlight. They also share their best defensive stock picks for when markets get choppy.

Growth stocks by definition are going to run hot from time to time, but as the old saying goes: form is temporary, class is permanent. In a year that's seen a surprisingly resilient stock market, some names have taken the ball and run with it. But it's where they go next that matters. In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Tim Riordan from Blackwattle and Brenton Saunders from Pendal to analyse some of the ASX's current star performers and see whether they can maintain that form going forward. They also throw up the ASX growth stock they think can continue to kick goals over the next 12 months. Please note this episode was filmed on 24 September 2025.

Facebook (now Meta) founder Mark Zuckerberg coined the phrase “move fast and break things” – a catchy motto designed to celebrate speed and experimentation. But as investors know, speed counts for little if a company can't cross the Rubicon from potential to profitability. That's the real test: turning hype into hard dollars. Profitability is the finish line, and plenty of flashy contenders never make it across. In this episode of Buy Hold Sell, Livewire's Chris Conway is joined by Martin Hickson (1851 Capital) and Steve Johnson (Forager) to zero in on a clutch of ASX names either approaching that threshold or already beyond it. Which businesses are set to graduate from promise to performance – and which are still running on fumes, with more buzz than balance sheet? For good measure, both guests also reveal one stock they believe is presently offering more hype than substance. Please note this episode was filmed on 10 September 2025.

We all love a compelling growth story, but how do you tell whether you're buying substance or sizzle? In this episode, we're diving into one of the most exciting - and sometimes most dangerous - areas of the market: innovation.  It's a word that gets thrown around a lot, but how do you tell the difference between a company with a slick marketing pitch and one that's genuinely building something transformative?  To unpack this, Livewire's Chris Conway is joined by Steve Johnson from Forager and Martin Hickson from 1851 Capital. Johnson and Hickson share what innovation means to them, the traits that set true disruptors apart, and the red flags that suggest hype over substance. They also cover how to assess competitive moats, and what metrics matter when profitability hasn't quite yet arrived.  Of course, it wouldn't be an episode of Buy Hold Sell without some stock ideas, so the guests each share an ASX innovator that is underrated and the market might be missing, as well as the best innovator across any market cap segment. Please note this episode was filmed on 10 September 2025.

It's September, and that means football finals - time to separate the contenders from the pretenders, as they say.  It's no different when hunting for opportunities on the ASX, particularly when it comes to the innovators - those companies pushing boundaries, reshaping industries, and trying to become the market leaders of tomorrow.  But as every investor knows, backing innovation isn't as simple as spotting a good idea. For every success story like Pro Medicus or Life360, there are countless others that never quite make the leap, leaving investors nursing losses.  So how do you tell the difference between a genuine innovator and a pretender? And what signals should investors look for when trying to back the next big thing?  To answer those questions, Lvewire's Chris Conway is joined by Martin Hickson from 1851 Capital and Steve Johnson from Forager. Together, they run the ruler over a handful of ASX innovators.  For good measure, each guest shares a disruptor they are backing that has massive upside potential - provided they can nail it.  Please note this episode was filmed on 27 August 2025.

Reporting season already feels like a lifetime ago, given how fast markets are moving these days, but some results - both good and bad - will have a lasting impact. A great set of results and positive share price reaction can reset a company's trajectory, both operationally and in the minds of investors. Suddenly, a middling company with a middling share price can look like a world-beater - though with that comes greater expectations. On the other hand, market darlings can turn into pumpkins almost in an instant, with momentum and share prices derailed in equal measure. In this episode of Buy Hold Sell, Livewire's Anna Dadic speaks with Ben Rundle (Hayborough) and Joe McCarthy (Elston) to unpack some of the most painful results from the season. For balance, they also each highlight a standout winner that they believe can kick on over the next 12 months. This episode of Buy Hold Sell was filmed 27th August, 2025.

Reporting season is always full of surprises, and this one didn't disappoint.  Some companies smashed expectations, sending share prices soaring, while others stumbled badly and left investors wondering what went wrong. And then, of course, there were the quiet achievers, delivering solid results without making much noise. To help us cut through the chaos, Livewire's Anna Dadic is joined by Ben Rundle from Hayborough Investment Partners and Joe McCarthy from Elston Asset Management. Together, they examine the key themes from the season, including some of the best, worst, and under-the-radar results, and - perhaps most importantly - whether they are making any portfolio adjustments.  Strap in, there's plenty to cover. Please note this episode was filmed on 27 August 2025.

While the aggregate numbers suggest this August reporting season hasn't been as volatile as previous ones—at least when looking at average share price moves on beats and misses—several big-name stocks have experienced outsized reactions. CSL, Woolworths and James Hardie were punished, while Coles, Brambles, and REA Group fared far better. Such sharp swings among large-cap “reliable” names have made the season feel more unpredictable than usual, particularly since these are the stocks investors typically buy for stability. They are also companies that dominate headlines and, understandably, get a lot of coverage. However, that also means that there are likely many companies beyond the headlines that delivered solid results, which the market might have overlooked. In this episode, Livewire's Anna Dadic is joined by Ben Rundle from Hayborough Investment Partners and Joe McCarthy from Elston Asset Management to run the ruler over three ASX names that quietly delivered strong results. For good measure, they each nominate another stock that may have flown under the radar —one they believe offers a compelling buying opportunity. Please note this episode was recorded on 27 August 2025.

In this episode I run through the best picks for the week and the only people you should trade out and why! #nrl #nrlfantasy #nrlfantasy2025 Hosted on Acast. See acast.com/privacy for more information.

It's hump day as we have some great names stopping by Sportsday, we hear from Roosters young gun Ethan King + Reagan Campbell-Gillard is back in studio. Plus we take a look at transfer watch with November one fast approaching as well as our Dally M predictions and Buy Hold Sell. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mick and Bents run through all the NRL Fantasy Buys, Holds & Sells ahead of Round 24.

How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he's used for 35 years to deliver long-term wealth for clients. Wellum walks us through: How to identify durable and great businesses in the right industries Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively The power of compounding and tax deferral (the Buffett formula in action) When to sell a stock, from mistakes to overvaluation to better opportunities How he sizes positions, builds portfolios, and navigates market hype with discipline Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:13 - The 6-Point Trigger: How Rocklink Decides to Buy   8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation?   11:19 - Cash on the Sidelines or All-In? Rocklink's Stance   16:13 - Pulling the Plug: The Exact Moment Rocklink Sells   24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By   37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods   44:37 - Mastering Market Psychology: Keeping Fear in Check  Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #ValueInvesting #StockMarket #FinancialFreedom #LongTermInvesting #WarrenBuffett #PortfolioManagement #Compounding #InvestorMindset #MarketDiscipline ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jahadi White and Matt Modderno discuss the home stretch of the Wizards season, how players performed relative to expectations, the impact of Marcus Smart, Bub Carrington being a culture-builder, and weighed in on each player's future with the organization in a game of Buy/Hold/Sell!

In this special "CEO Spotlight" episode of Buy Hold Sell, host Todd M. Schoenberger, CEO of CrossCheck Media Inc., engages in a compelling conversation with Reed Dickens, Founder and CEO of LA Golf, directly from the floor of the New York Stock Exchange. Dickens shares the inspiring story of LA Golf's inception, its evolution into a cutting-edge force in the golf industry, and the strategic partnerships with top golfers like Bryson DeChambeau and Dustin Johnson that have solidified its position as a major player in the market.​ The discussion also delves into the broader golf industry's impressive growth trajectory, with the global golf equipment market valued at approximately $7.48 billion in 2022 and projected to expand at a compound annual growth rate (CAGR) of 5.0% from 2023 to 2030. Amidst this flourishing landscape, Dickens unveils plans for the upcoming 'LA Golf Lifestyle' brand, set to launch in 2026, aiming to redefine the intersection of sports and lifestyle.​ Don't miss this insightful episode that explores innovation, strategic growth, and the future of golf.​ #ReedDickens #LAGolf #BuyHoldSell #GolfIndustry #GolfEquipment #BrysonDeChambeau #DustinJohnson #GolfLifestyle #ToddSchoenberger #NYSE #GolfMarketGrowth #SportsInnovation #CEOInterview #GolfTechnology #LAGolfLifestyle #GolfMarketTrends #NewYorkStockExchange #BTT #BizTalkTodayTV #CrossCheckMedia

In this special "CEO Spotlight" episode of Buy Hold Sell, host Todd M. Schoenberger, CEO of CrossCheck Media Inc., engages in a compelling conversation with Reed Dickens, Founder and CEO of LA Golf, directly from the floor of the New York Stock Exchange. Dickens shares the inspiring story of LA Golf's inception, its evolution into a cutting-edge force in the golf industry, and the strategic partnerships with top golfers like Bryson DeChambeau and Dustin Johnson that have solidified its position as a major player in the market.​ The discussion also delves into the broader golf industry's impressive growth trajectory, with the global golf equipment market valued at approximately $7.48 billion in 2022 and projected to expand at a compound annual growth rate (CAGR) of 5.0% from 2023 to 2030. Amidst this flourishing landscape, Dickens unveils plans for the upcoming 'LA Golf Lifestyle' brand, set to launch in 2026, aiming to redefine the intersection of sports and lifestyle.​ Don't miss this insightful episode that explores innovation, strategic growth, and the future of golf.​ #ReedDickens #LAGolf #BuyHoldSell #GolfIndustry #GolfEquipment #BrysonDeChambeau #DustinJohnson #GolfLifestyle #ToddSchoenberger #NYSE #GolfMarketGrowth #SportsInnovation #CEOInterview #GolfTechnology #LAGolfLifestyle #GolfMarketTrends #NewYorkStockExchange #BTT #BizTalkTodayTV #CrossCheckMedia

Get ready for a financial rollercoaster ride in the teaser trailer for "Buy Hold Sell," the dynamic talk program hosted by Veronica Dudo alongside Wall Street experts Todd M. Schoenberger and Tobin Smith.

Charlie Eisenhood and Josh Mansfield buy, hold, and sell stuff from the first DGPT event of the 2025 season, the Supreme Flight Open. Plus: they overreact in classic fashion! (And look back at last year's overreactions)0:00 SFO Recap3:10 Stock Buys: Winners, DGN15:45 Stock Holds: Stats, Podium Finishers23:40 Stock Sells: Backups, Bad Putters32:30 Disc Golf World Controversy40:45 Revisiting Last Year's Overreactions45:45 2025 Overreactions57:45 #Pursewatch & Scoring Picks

In this special episode of "Buy Hold Sell," host and CEO of CrossCheck Media, Todd M. Schoenberger, engages in a compelling discussion with Evan Marks, Founder of M1 Performance Group—a premier mental performance coaching firm dedicated to elevating the performance and well-being of high achievers. Evan shares his expertise in breaking down mental barriers faced by investors, hedge fund managers, and athletes. Drawing from his experiences as a Division I lacrosse player at the University of Pennsylvania and his work in the hedge fund space, he provides actionable advice on developing mental toughness, focus, and resilience. The conversation also delves into personalized coaching strategies, including advice for Baltimore Ravens' quarterback Lamar Jackson on achieving peak performance in pursuit of a Super Bowl trophy. Evan's approach mirrors the techniques popularized by performance coaches in both corporate and athletic arenas, emphasizing the importance of mental conditioning in high-pressure environments. Tune in to gain valuable insights into optimizing mental and emotional resilience, and learn how M1 Performance Group combines cutting-edge performance psychology with personalized coaching strategies to help clients thrive. For those who wish to view the video version of this interview, please click here to be redirected to the CrossCheck Media channel on YouTube. #BuyHoldSell #EvanMarks #M1PerformanceGroup #MentalPerformance #Coaching #Investing #AthleteMindset #LamarJackson #HedgeFunds #PerformancePsychology

Huddle up as  Trent breaks down some recent polls and discusses which players he's buying or selling. Get insights on top players like Christian Olave, Cooper Kupp, Zack Moss, and Rachaad White. Stay ahead of the game and make smart moves with these valuable tips.  This and more Fantasy football talk.Connect with the Showhttps://twitter.com/TFFDudeshttps://www.instagram.com/tffdudes/Watch the Dudes on Youtube athttps://www.youtube.com/channel/UC2JAx3YD3P-OJRiaqA7wSQwQuestions for the showtffdudes@gmail.comFollow us on socials athttps://twitter.com/TFFDudesSponsorsTrophy Smackwww.trophysmack.com/dudesUnderdoghttps://underdogfantasy.comPromo Code: Dudes and they will match you up to $100www.sleeper.comDudes100 and they will match you $100