Buy Hold Sell, by Livewire Markets

Buy Hold Sell: 5 of your most popular ASX stocks (and 2 big buys)

We’ve crunched the numbers from Livewire Markets and Market Index to uncover the most-searched ASX stocks over the past 12 months, and now it’s time to put them under the microscope.

As you'd expect, big-name favourites lead the pack. But behind the ticker symbols are stories full of surprises, challenges, and potential - and that’s where the real insight begins.

Joining guest host Grady Wulff are two of the sharpest (and most entertaining) minds in the market: Henry Jennings from Marcus Today and James Gerrish from Market Matters. 

Together, they weigh in on what’s driving investor interest and whether these companies still have room to run.

And to top it off, Henry and James each reveal one innovative stock they believe could make serious waves in FY26.

It’s fast, it’s fun, and it’s not to be missed.

Please note this episode was filmed on 18 June 2025.

Buy Hold Sell: 2 standout ASX names for FY26

FY25 has been anything but dull. From sharp market pullbacks and the ripple effects of global trade tensions, to geopolitical flare-ups and wild swings in commodity prices - there’s been no shortage of drama. Yet, despite the volatility, markets have remained surprisingly resilient, with the ASX 200 now flirting with all-time highs.

So, what have investors learned? What caught them off guard? And more importantly, how should they be positioning for FY26?

In this episode, we’re taking stock of the past 12 months whilst also looking to the future. To help us unpack the biggest surprises, wins, and lessons from FY25 - and uncover where the smart money might be heading next - guest host Grady Wulff is joined by two of Australia’s sharpest market minds: Henry Jennings from Marcus Today and James Gerrish from Market Matters.

From their best (and worst) investment calls to the sectors they’re backing for FY26, the biggest risks still looming on the horizon, and a stock they are each backing for the year ahead - this is one episode you don’t want to miss.

Buy Hold Sell: The best and worst performers of FY25

The end of the financial year is more than just tax time. It's a time to reflect on your portfolio, sort the winners from the duds, and make some informed decisions about how to position for the next 6-12 months.

Invariably, there will be some stocks in your portfolio that have crushed it, and some that you wish you'd never bothered with.

Against that backdrop, we’re taking a look at some of the best and worst performers in the ASX 200 - based purely on share price performance over the past 12 months - and asking the big questions: can the market’s high fliers keep climbing in FY26? And is opportunity hiding in the rubble of this year’s worst performers?

To help us separate the traps from the turnarounds, guest host Grady Wulff is joined by two of Australia’s most respected market commentators - James Gerrish from Market Matters and Henry Jennings from Marcus Today.

Whether you’re hunting for momentum or bargain buys, this episode will give you expert insights into what’s hot, what’s not, and what might be next.

Please note this episode was filmed on 18 June 2025.

Buy Hold Sell: 5 ASX disruptors taking on the giants

While the top end of town tends to steal the spotlight, real innovation often happens in the small and mid-cap space. From nimble fintech redefining how we bank to next-gen healthcare firms disrupting traditional delivery models to tech-savvy logistics players streamlining operations, there’s a new wave of challengers taking on the incumbents.

These companies may not yet be household names but many are leveraging technology, unique business models, or sharp customer focus to punch well above their weight. And in a market where growth is increasingly hard to come by, they offer investors a compelling, if sometimes risky, alternative.

So, how do you sort the genuine disruptors from the hype machines? Which companies have the vision, execution, and balance sheets to go the distance, and which are more likely to fizzle out?

Joining Livewire's Chris Conway to break it all down are Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital. Together, they put three emerging challengers under the microscope.

For good measure, they also name their favourite disruptor they are backing right now. 

Buy Hold Sell: 3 future ASX leaders (and 2 the fundies are backing)

It’s easy to forget that many of today’s ASX blue chips – household names like CSL, REA Group and WiseTech – started life as small-cap stocks. While they may have flown under the radar at the time, patient investors who could spot their potential early on have been handsomely rewarded.

In this episode, we’re diving into the world of small caps, where volatility runs high, but the rewards can be even higher.

More specifically, we’re exploring how to separate the true long-term compounders from the companies fueled by hype, rather than fundamentals. Which business models are built to last? Which leaders have the vision and execution to deliver real growth? And what signs suggest a small company could one day play in the big leagues?

To help us tackle these questions, Livewire's Chris Conway was joined by two seasoned investors who know the small-cap landscape inside and out: Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital Management.

For good measure, they each share an ASX name they are backing to become the next big thing.

Please note this episode was filmed on 7 May 2025.

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.

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

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

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.

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.