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.

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.