Buy Hold Sell, by Livewire Markets
Buy Hold Sell is a fast-paced business and investing podcast from Livewire Markets, delivering stock tips and investment ideas every Friday and every second Monday. Host Ally Selby quizzes Australia's top fund managers and analysts on local and global stocks, as well as ETFs. The show explores the forces moving equities markets, pitfalls to avoid, and companies gaining strength — all in ten minutes or less. Designed for both new and seasoned investors, it aims to change how you think about markets.
Episodes
Buy Hold Sell: 6 ASX stocks built to handle tough conditions
Even when households tighten their belts, the groceries still need buying, the phone bill needs paying and hospitals need to keep running. It’s easy to see why investors turn to essential goods and services when the outlook gets tougher.
But how much protection does reliable demand actually offer shareholders? And can the price you pay undermine the defensive qualities you’re buying?
With the Spri
Buy Hold Sell: 5 ASX ‘stayers’ built to go the distance
A few good years can make a business look like a long-term winner. But what gives it the staying power to keep delivering over the next five or 10?
It’s an appealing prospect for investors: find a handful of businesses that can keep growing their earnings, hold on, and give compounding time to work. The challenge is recognising which companies have that endurance – and how much you should pay to o
Buy Hold Sell: 5 stocks paying healthy dividends
A recent survey of 1,400 Livewire readers revealed that 57% plan to increase their exposure to high-dividend stocks this year. Yet Australian income investors face a persistent concentration trap: just seven stocks across two industries generate half of the entire ASX 200 dividend pool. Shifting focus from last week's consistent dividend growers, we look at companies offering yields above the broa
Buy Hold Sell: 6 stocks consistently growing their dividends
Dividend Aristocrats are US stocks that have increased their dividend for 25 consecutive years. The ASX has just one: Soul Patts, on a 28-year streak.
But Australia’s dividend royalty might need to make room in the court as a cluster of aspiring Aristocrats deliver metronomic-like distributions to their investors.
But Australia’s dividend royalty may soon need to make room. Take AUB Group, which
Buy Hold Sell: Are the moats around these 4 ASX stocks still holding? (Plus 2 the pros say are)
I’ve always been fond of the phrase "wide economic moats." Beyond the jargon, it calls to mind heroic battles, impenetrable fortresses, and all manner of defence tactics and strategies.
While modern companies may not be dodging a rain of arrows or pouring hot oil from the parapets, they are defending their turf against an onslaught of AI disruption, geopolitical shockwaves, sticky inflation and ma
Buy Hold Sell: 5 high-scoring ASX stocks for quality and growth
Quantitative data vs. qualitative insights — why not both? In this episode, we cut through the market noise using Market Index’s new stock screening tool, Stock Scores, to uncover top ASX stocks scoring highest across Quality and Growth metrics. Rudi Filapek-Vandyck (FNArena) and Henry Jennings (Marcus Today) join us to break down these high-scoring stocks and share whether they’re a buy, hold or
Buy Hold Sell: The ASX's top management teams
The key to any great institution is the management team behind the scenes. Take the example of Justin Holbrook, who has guided the Newcastle Knights from wooden spooners to NRL grand finalists in the space of a year.
And the ASX has long been home to stellar management teams who have turned their companies into global winners.
In this episode of Livewire's Buy Hold Sell, I'm joined by Sean Roger
Buy Hold Sell: 8 ASX stocks for attack and defence
Finding the right balance between attack and defence can be the difference between winning and losing. That will be the case when the Dockers meet the Lions at the MCG tomorrow, and it's also the case for ASX investors looking to build a winning portfolio.
In this edition of Buy Hold Sell, I'm joined by Sean Roger from Perpetual Asset Management and Joseph Koh from Blackwattle Investment Partners
Buy Hold Sell: 6 winning stocks - the ultimate small-cap watchlist
After weeks of news about volatile bond markets, stubborn inflation, interest rate hikes, falling house prices, and the AI regulatory divide, that heavy feeling of doom and gloom can be hard to shake.
But amidst all of this the world keeps showing us that success stories are still everywhere. Great companies are still thriving and investing in quality companies still works.
So, let's put the ma
Buy Hold Sell: 6 ASX small caps surviving and thriving in a macro storm
Right now, bond markets are front of mind for investors everywhere. Sticky inflation and ballooning budget deficits are pushing yields higher, and with the RBA looking likely to hike rates once again and the domestic economy under pressure, the question isn't just which stocks look cheap, it's which ones can actually hold up when the cost of capital keeps rising.
Small caps are particularly expose
Buy Buy Buy: 11 hot commodity stocks
No, that's not a typo in the headline.
We're currently running our Commodities in Focus series, so this episode of Buy Hold Sell is a commodities takeover.
We're also departing slightly from our traditional format, with our guests pitching stocks that they like across five different commodities segments.
That's right, it's wall-to-wall buys for this episode - because who wants holds and sells when
Buy Hold Sell: 6 ASX large cap leaders and laggards
Another reporting season is behind us and now all that's left to do is assess the fallout.
In this special reporting season edition of Buy Hold Sell, I'm joined by Joe Wright from Airlie Funds Management and Charles Story from WaveStone Capital to assess the large cap winners and losers from reporting season, and some other large cap picks that the market may have missed.
Buy Hold Sell: 8 winners, losers and best ideas across ASX small-caps
Reporting season is done and dusted for another six months. And as my colleagues have pointed out in their respective wrap-ups, for all the angst heading in, Australian companies came out of it in better shape than many expected.
The backdrop, however, is a different story. Bond yields have pushed higher, the consumer is weakening, inflation remains sticky, and uncertainty is the only certainty on
Buy Hold Sell: Berkshire, Palantir and 3 more founder-led stocks
Since 1926, 17 of the top 20 US companies by annualised returns were founder-led at at least one point in their history, and many remain so today.
Investors willing to back the right founders over time have been richly-rewarded, and a quick look at the list of the world's most valuable companies suggests that has never been more true than it is today.
But what makes founder-led businesses so suc
Buy Hold Sell: A mega Mag 7 special
It's fair to say the world's biggest stocks are quietly putting the "magnificent" back in their Mag 7 moniker.
Against the backdrop of an ever-escalating AI arms race, the Mag 7 are posting record revenues and record capex, but which ones are well-placed for this brave new world, and which could fall behind?
In this bumper Mag 7 special of Buy Hold Sell, I'm joined by Alan Pullen from Magellan Inv
Buy Hold Sell: Hot themes, cold calls - 6 thematic ETFs rated
Thematic ETFs offer something that broad index funds can't - a concentrated, conviction-driven vehicle built on the belief that a particular trend will define the future. Just look at the space tech ETFs that launched this year. But as we know, what's in favour today can be out of favour tomorrow. Markets follow narratives, and yesterday's hot thing can become next year's toxic ex.
In this episod
Buy Hold Sell: 5 durable ASX stocks for uncertain times
A Livewire reader recently reached out to us to suggest now is the time for investors to be looking for those durable businesses that could offer some resistance to things like AI, rate hikes and oil prices.
The ASX industrials sector seems an obvious place to look, given it's full of stable companies that have endured through the years. But many industrials stocks are also directly exposed to tho
Buy Hold Sell: Making the call on 3 communications stocks (and 2 guest picks)
The Telstra outage of a few weeks ago was a fitting bookend to FY26 the ASX communications sector. It may have fared better than tech and healthcare, but the sector ended the financial year down 12.5% as macro, structural and cyclical threats took their toll.
So what does the next year offer?
In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by IML's Daniel Moore and Wilson Asse
Buy Hold Sell: 4 reader-favourite ASX income stocks - a mid-year verdict
Late last year, more than 2,700 Livewire readers nominated their favourite income stocks for the year ahead. We already ran the ruler over the first half of that list - you can find that episode here. Now we're back for the second half.
A lot has changed in the past six months, so there's no better time to take stock, so to speak. Geopolitical tensions have rattled commodity prices, bond yields ha
Buy Hold Sell: 6 ASX stocks in the doghouse - which will bark back in FY27?
Every relationship has its ups and downs.
And every year, misunderstandings, broken promises and poor behaviour create a special list that no company wants to end up on - the Dogs of the ASX.
These are the stocks that have been punished by the market and banished to the proverbial doghouse.
This list is based on the "Dogs of the Dow" strategy, popularised by Michael O'Higgins in the early 90s -
Buy Hold Sell: 5 ASX tech stocks powering through AI panic
As anyone paying even cursory attention to markets would know, the ASX tech sector has had a rough trot over the past year, down 37% as AI upheaval and rising rates took their toll.
But not every stock in the sector has been dragged down with it, and the upcoming August reporting season is shaping up as a key test of who's actually benefiting from AI versus who's being eaten by it.
In this episode
Buy Hold Sell: Are these 5 ASX consumer stocks worth adding to the shopping basket?
It's a tough time for many consumers as the forces of rising rates, stubborn inflation and other macro complications have seen Australia's cost-of-living crisis rumble on.
It's a good thing then that there's still plenty of consumer discretionary stocks showing strength, even if the outlook for the sector remains more uncertain.
In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by
Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26
There's no two ways about it. If you weren't holding materials stocks over the past 12 months, you missed a trick.
The sector surged more than 45%, blitzing its nearest competitor (consumer staples up ~11%) and outperforming every other positive sector... combined.
The sector was powered by insatiable demand for commodities from the AI infrastructure build-out.
Gold, silver, copper, platinum and p
Buy Hold Sell: 3 energy stocks analysed (plus another so good it was picked twice)
The energy sector has been front and centre for much of the last 12 months, as AI demand and the war in Iran have seen demand surge and prices jump around.
That's been good news for many of local names, with the ASX Energy sector up 11% this year, but is there any charge left in the battery?
In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Dougal Maple-Brown from Maple-Brown
Buy Hold Sell: Which ASX stocks win as oil prices fall? (plus 2 surprise picks)
Just weeks ago, markets were pricing in the risk of a prolonged conflict in the Middle East, with oil surging as investors feared disruptions to global supply. Today, much of that geopolitical risk premium has unwound. Brent crude has retreated to around its pre-war levels following a US-Iran peace agreement, even as fresh flare-ups serve as a reminder that the situation remains far from settled.
Buy Hold Sell: 6 ASX stocks the shorts sellers love to hate
Short sellers are often described as the smartest money in the room. They borrow shares, sell them on market, and actively bet that the price will fall.
Get it right and the returns can be substantial. Get it wrong and the losses are theoretically unlimited. Just ask the person on Reddit who shorted Korean fried chicken companies then lost it all when pictures of Jensen Huang eating fried chicken
Buy Hold Sell: 6 ASX stocks poised for a big FY27, plus two to avoid
As equity investors, we're always aiming for better-than-average - otherwise we'd just buy a low-cost index ETF and be rid of the vagaries of individual stocks (but what fun would that be?!?!)
No, playing the game of the market, we want - even need - stocks in our portfolio that deliver above-average performance, if for no other reason than to cover the laggards.
With the new financial year about
Buy Hold Sell: 5 ASX stocks that crushed it in FY26 (and two that should kick on)
There are a few moments throughout the financial year that lend themselves to a portfolio review.
While investors should always remain diligent, January 1 provides a fresh opportunity to cast a critical eye over one's holdings, while the February and August reporting seasons offer another chance to decide which companies continue to make the cut.
But perhaps EOFY trumps them all, particularly due
Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas
What are Australia's best income stocks?
To kick off Livewire's Income Series, we asked more than 2,700 investors to nominate their favourite income stocks and investments. The results included household names like BHP, Commonwealth Bank, Telstra and Washington H. Soul Pattinson, alongside a handful of small-but-mighty dividend payers that punched well above their weight.
In this episode of Buy Ho
Buy Hold Sell: A World Cup ASX best XI
The countdown is on to the FIFA World Cup and so what better way to join the party than by putting together our own best XI of ASX stocks.
In this special edition of Buy Hold Sell, we've asked First Sentier Investors' Dushko Bajic to take on the role of manager and select a starting team of 11 ASX stocks he thinks can deliver on the pitch.
It's a lineup that is looking to deliver everything you
Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse
The great ASX tech unwind has been brutal.
After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-known software and technology stocks have been dragged back to earth. The trigger? A mix of stretched multiples, slowing growth, investor fatigue and, increasingly, the disruptive threat of artificial intelligence.
The five names in this episode –
Buy Hold Sell: 8 consistent ASX dividend stocks (and 2 big Buys)
Are you finding equity income investing harder than it used to be? Well, you're not imagining it.
For years, income investors could build a portfolio of quality ASX dividend stocks and generate an attractive income stream without taking excessive risk. Today, that task has become far more challenging - but not impossible.
The ASX's yield has fallen well below historical averages, bank share price
Buy Hold Sell: 3 sectors and 6 ASX stocks growth investors are circling now
At any given point in the market cycle, there are certain sectors and themes where investors go hunting for growth. Sometimes it’s driven by disruption. Sometimes it’s recovery. And sometimes it’s simply because the market has become too pessimistic about quality businesses with long runways ahead of them.
Right now, a few pockets of the ASX are attracting attention. Fintech and financial infrastr
Buy Hold Sell: CGT changes be damned, we're hunting ASX growth stocks
In the wake of the budget and the proposed CGT changes, there has been plenty of spirited debate about the future of growth investing in our great country. And rightly so.
But let's get real. Whatever we might think about the changes, Aussies will still create and invest in great growth businesses. It's in our blood.
No tax change is going to completely crush home-grown innovation - the very inn
Buy Hold Sell: Is it time to ditch the banks? 7 ASX financials stocks to watch
While much of the market has been nursing its wounds in 2026, the financial sector has been quietly holding up. But nothing stays comfortable forever.
With a fresh rate hike hitting the market and bank valuations looking increasingly stretched, one of our guests this week puts it best - the banks are running on Wile E. Coyote physics. Off the cliff, still running - just haven't looked down yet.
S
Buy Hold Sell: 3 "fallen angels" ripe for a rebound (plus 2 stocks testing 52-week highs)
Inflation, shifting rates, and volatile oil prices have served up a "vicious cocktail" for investors. While many of 2025’s high-flyers have come back to earth, the dynamic small and mid-cap market remains a breeding ground for opportunity.
In this episode of Buy Hold Sell, Chris Prunty (QVG Capital) and Chris Stott (1851 Capital) go head-to-head on five stocks from the growth engine of the ASX.
T
Buy Hold Sell: Flesh wound or flatline? 7 ASX healthcare stocks dissected
For years, the ASX healthcare sector was the picture of health itself - a compounding growth story that investors treated as a set-and-forget holding. Then came a brutal twelve months. The sector has shed nearly 40%, with former darlings and long-standing heavyweights hitting lows not seen in a decade. The causes aren't simple, and perhaps most disorienting is the ‘defensiveness’ that investors pa
Buy Hold Sell: 5 ASX high-flyers with fuel in the tank
This episode was filmed Wednesday 22nd April, 2026.
Human nature pulls us toward the bargain, the beaten-up, the overlooked. Who doesn't love a sale? Buying a stock that's already doubled feels wrong. Dangerous, even. But some of the best money made has come from backing winners that just kept winning.
The first half of 2026 has been a wild ride. The broader market has been middling at best. But b
Buy Hold Sell: 6 high-conviction ASX stocks reimagining their industries
When Archimedes had that famous bath and watched the water rise, he didn't just solve a problem - he had one of history's great moments of innovation. A completely new way of seeing something that had always been there.
Investors are on a similar hunt. Figuring out the pure gold in the market, the companies that are genuinely reimagining their industries, the true innovators that have the potentia
Buy Hold Sell: 6 hot ASX commodity stocks
In the first two episodes of this commodities-focused Buy Hold Sell series, we zeroed in on the obvious plays – gold, and oil and gas – the parts of the market dominating headlines and investor attention.
But as is often the case in commodities, the real opportunity set runs much deeper. Lithium has staged a sharp comeback, tin and manganese prices have surged over the past year, and key industria
Buy Hold Sell: The commodities that still run the world (and 4 ASX stocks to play them)
The world is meant to be moving away from oil and gas, yet we are consuming more of it than ever.
Global oil demand is now running at more than 102 million barrels per day, above pre-pandemic levels, and expected to continue growing according to the International Energy Agency. At the same time, oil and gas still account for roughly 55% of global energy consumption, underscoring just how far the t
Buy Hold Sell: 4 ASX miners to watch as the gold price reboots
Gold has had a remarkable 12 months.
From the low in May-June last year, around US$ 3,500 an ounce, to the high of the January 2026 spike, around US$5,400 an ounce, the precious metals rallied almost 70%.
It was during this period that lines formed in Martin Place outside ABC Bullion.
Then, gold got the wobbles - particularly as war broke out in the Middle East. Whilst it didn't fall in a strai
Buy Hold Sell: 5 big names reshaping the future - and 2 more on the rise
Sometimes, you get tired of the chicken parmy and start looking for a truffle pasta instead - you know that feeling?
While there are plenty of advantages to investing on home turf, and many Australians do exactly that, for investors chasing genuine long-term growth, the local menu can feel increasingly narrow.
With the ASX still heavily anchored to ex-growth banks and miners, and a tech sector th
Buy Hold Sell: 4 hot megatrends shaping markets - and 2 on the rise
AI, energy, infrastructure and defence might look like separate mega trends, but like a giant flywheel, they’re increasingly feeding into one another, creating a feedback loop that is reshaping industries, investment opportunities and the global economy.
The AI boom isn’t just driving demand for semiconductors and cloud computing, it's also triggering a surge in electricity demand, forcing utili
Buy Hold Sell: Who's next in the trillion dollar club?
The Magnificent 7 are starting to look a bit like a boy band past its peak. (Think the Beatles, NSYNC, BTS...pick your era.) At their height, the hype is intoxicating. The name up in lights, the style, the choreography of the market moving to their beat. For a while, everyone agrees - they’re untouchable.
But nothing stays loved in the limelight forever, and sentiment can turn quickly.
Doubts aro
Buy Hold Sell: 5 stocks with growing dividends
There are two things you want out of a good income stock - a solid yield and the ability to grow that yield over time.
In this episode of Buy Hold Sell, Livewire's Chris Conway hosts Peter Gardner from Plato Asset Management and Sean Roger from Perpetual to run the ruler over five dividend stocks with better-than-market yields and expected dividend growth.
We ran a screen that filtered companies
Buy Hold Sell: Where should you be looking for income in 2026 (plus 2 picks)
The yield on the ASX has now been below 4% for quite some time, but that doesn't mean there's no income opportunities for Australian investors ready to do the work.
In this episode of Buy Hold Sell, Livewire's Chris Conway hosts Peter Gardner from Plato Asset Management and Sean Roger from Perpetual to discuss whether we're in a structurally-lower income environment or whether it's just a lull.
Th
Buy Hold Sell: 5 of your most-tipped ASX income stocks (and 2 from the experts)
Strong dividends have always been one of the ASX's big calling cards, so it might surprise you to learn that Australian dividends actually shrank 6.7% to $63.5 billion in 2025, according to the Capital Group Global Equity Study.
Now reporting season has thrown up some solid dividend results from Telstra, Woolworths, BHP and Evolution Mining to name a few, and our biggest income stocks - namely the
Buy Hold Sell: 12 key stocks and the defining insights from a historic reporting season
It was the best of times, it was the worst of times.
That might be the best way to sum up the February reporting season at the headline level. Of course, there is more nuance to it than that.
The top end of town - the banks and miners in particular - enjoyed solid results and, often, spectacular share price moves; Woolworths up 14%, anyone? Throw into the mix a record high for BHP and a resurgent
Buy Hold Sell: Rapid-fire round on 9 top-tipped ETFs
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
Buy Hold Sell: 3 ETFs for AI exposure… and 3 if the robots disappoint
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.
Buy Hold Sell: 15 ASX ETFs for every investing level
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
Buy Hold Sell: 5 of your top-tipped ETFs put to the test
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 Sh
Buy Hold Sell: 4 under-the-radar ASX growth stocks for your portfolio
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 th
Buy Hold Sell: Will this be a good year for ASX growth stocks?
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 Firetrai
Buy Hold Sell: You tipped them, we tested them (plus 2 from the experts)
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 As
The biggest opportunities in markets in 2026
Despite the noise, 2025 has quietly thrown up plenty of opportunities for investors.
Anyone switched on enough to play the Resources rebound, the generational gold trade, the small cap surge or even the CBA rally (before things cooled off) has probably done pretty well for themselves this year.
While many investors sat on their hands over AI and bubble fears, or licked their wounds following the
The overlooked stocks that could shine in 2026
Markets love a good story. And for most of 2025, it’s been the same story everywhere.
A handful of mega-cap stocks have driven the majority of equity market returns in the US, and a similar pattern has been evident here in Australia, where blue-chip heavyweights have dominated the spotlight.
In both jurisdictions, hundreds of profitable companies have been ignored, and that’s how overlooked stoc
The industries poised to break out in 2026 and 16 stocks to play them
Every year, markets have a habit of humbling consensus. Industries written off as “uninvestable” can quickly turn into the best-performing trades on the board, while last year’s darlings quietly fall out of favour. And 2025 was a textbook example.
Few investors began the year expecting gold, defence, critical minerals or uranium to deliver such standout returns – yet all surged as shifting geopoli
Stocks to avoid in 2026, according to 10 top fundies
For most investors, the biggest determinant of long-term outcomes isn’t finding the next multi-bagger – it’s avoiding the handful of stocks that permanently destroy capital.
The data is unambiguous. In his landmark study Do Stocks Outperform Treasury Bills?, Professor Hendrik Bessembinder found that just 4% of listed US stocks accounted for all net wealth creation above Treasury bills since 1926,
What top fundies learned in 2025, and how they'll act on it 2026
In a year as frantic and fluid as 2025, it can be hard to know what is a valuable learning experience and what is just noise.
But it goes without saying that eventful times in markets will always throw up the opportunity for some new lessons and some old lessons best relearned.
As part of our 2026 Outlook Series, we asked 10 leading fund managers to share the key lesson they learnt in 2025 and ho
The #1 growth stocks for 2026
Jensen Huang founded Nvidia in 1993. For much of its life, it was a good company, not a great one. A specialist chipmaker, a few near-death moments, and long stretches where the stock went nowhere.
Over the past decade, however, Nvidia has become the poster child for modern growth investing. What looks like an overnight success was, in reality, a 20-year build, powered by reinvestment, innovation,
Buy Hold Sell will be back in 2026 (plus some bonus episodes)
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!
Buy Hold Sell: Ride or rotate? The themes shaping portfolios in 2026
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 su
Buy Hold Sell: How the pros are setting their portfolios for 2026
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 begi
Buy Hold Sell: 6 naughty and nice stocks for the year ahead
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) - thr
Buy Hold Sell: After a "crazy" 2025, what's in store for 2026?
“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
Buy Hold Sell: 5 Dogs of the ASX and their prospects for 2026
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
Buy Hold Sell: 6 global stocks with big potential you’ve likely never heard of
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 monetisatio
Buy Hold Sell: US earnings season and 2 stocks (not Nvidia) that crushed expectations
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
Buy Hold Sell: 5 global SMIDs that could be tomorrow's giants
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
Buy Hold Sell: 5 small-cap hidden gems worth your attention
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 spot
Buy Hold Sell: Can the small-cap rally last? (plus ASX 4 stocks to watch)
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
Buy Hold Sell: The hottest ASX small caps right now (and 2 on the rise)
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
Buy Hold Sell: The photo finish - 5 ASX stock duels that could go either way
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
Buy Hold Sell: 3 ASX stocks built to handle tough conditions
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
Buy Hold Sell: 5 ASX stayers built to go the distance
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 perfor
Buy Hold Sell: 4 overlooked ASX small cap winners and 3 that are overcooked
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 Sen
Buy Hold Sell: How to play the small-cap rebound plus 4 stocks leading the way
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
Buy Hold Sell: 5 ASX small-cap ideas and the hot sectors driving them
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
