This Month
Here are two ASX stocks that are about to go on a tear
Alphinity’s Stuart Welch names a tech stock that is undervalued, reveals the stocks he’s recently sold and explains why he’s still bullish on the miners.
Magellan says Adidas shares are on the cusp of a re-rating
Ryan Joyce says the sportswear giant is ready to shrug off its calamitous partnership with controversial rapper Ye, and he is excited about the Barrenjoey merger.
Talaria’s bets on healthcare and a powerful Italian dynasty
Talaria Capital’s Hugh Selby-Smith discusses the holding company controlled by the Agnelli family and the AI revolution supercharging healthcare stocks.
Here are two small caps from SG Hiscock tipped to go on a tear
Med-tech fund manager Sophie Smith is bullish on two ASX stocks in the heavily sold-off med-tech sector and explains why they still own CSL.
February
Forget data centres, this fundie is betting on a 160-year-old railroad
Kevin Bertoli of Regal-backed PM Capital is waiting for an M&A deal to turbocharge this stock. He makes the case for Europe’s banks and a certain Kenny Rogers song.
Here’s one AI stock that is not at risk of disruption
Blackwattle’s Elan Miller talks artificial intelligence, volatility and explains why he is so bullish on a rival fund manager.
What this fundie is buying to offset a rout in US tech
Schroders’ Ben Arnold owns Alphabet and Meta, but to offset the AI volatility, he’s gone all in on European banks. He’s also tipping one luxury fashion stock.
January
The stocks this small-cap fundie is backing despite rate rise talk
Michael Steele of Yarra Capital Management says market expectations for interest rate increases are “far too aggressive”.
December 2025
Fundie says market missed a trick on this online business
Ex-Magellan manager Jack McManus names a UK online car marketplace that is too cheap to ignore, and calls out another Wall Street stock that is set to rally.
Prime Value is backing this IPO to ride the energy transition
Prime Value Asset Management’s Mike Younger talks IPO, recent changes to the portfolio and names on stock that is tipped to go on a tear.
‘Let your winners run’: How this fundie returned 50pc in 2025
The planets aligned for small-cap investors thanks to bull market in commodities. The head of emerging companies at SG Hiscocks says the rally has just begun.
Here’s an ASX stock that is tipped to soar on rising gas prices
Balmoral Investors’ Wik Farwerck, a former stock picker at First Sentier, shares why he thinks Amplitude Energy is “attractively priced” and set to re-rate.
November 2025
Fund says it’s time to cash out of this AI market darling
Skerryvore’s Glen Finegan has been trimming his holdings in one tech stock that has rocketed 35 per cent this year.
This heavily shorted ASX stock is tipped to go on a tear
1851 Capital’s Matthew Nicholas talks IPOs, Flight Centre and names one car dealer that has been largely ignored by the market, until now.
WAM Capital is backing this ASX small cap stock to double
Portfolio manager Shaun Weick says small caps still have further to run and names two stocks that are being seriously underestimated by the market.
Guzman y Gomez critics are missing the point, says ECP
Portfolio manager Jason Pohl says concerns about the fast food chain’s outlook are overstated. He also explains why ResMed is ripe for a rally.
October 2025
Ellerston Capital says the market is overlooking this ASX tech stock
Mid-caps portfolio manager Jack Briggs says he’s sticking with Life360 but says there’s another ASX technology company that’s on the cusp of re-rating.
Antipodes says this software stock will be a major AI winner
Global portfolio manager James Rodda explains why one US technology business is about to go on a tear. He also talks cement and offshore small caps.
Auscap’s Tim Carleton buys the dip in one of the most shorted stocks
The portfolio manager explains why he loaded up on more IDP Education shares despite concerns in the market about the company’s growth outlook.
Here’s one ASX gold miner posting bigger than expected payouts
Portfolio manager Michael Price names one gold stock that sometimes goes under the radar and reveals where investors can expect single-digit returns.
