Buy Hold Sell, by Livewire Markets

How to find value on the ASX


Listen Later

Like Elvis, 'momentum' and 'growth' have left the building. It's possible they won't be seen for a while, either. 

The void is set to be filled by 'quality' and 'value' - two factors which were second and third string for the decade money was free. How times have changed. 

There is nothing to be feared, however. The great thing about a market selloff is that it creates value opportunities in stocks that were previously too expensive.

So, we thought we'd dust off the old playbook and remind everyone of how to play the game of value. 

What better place to do that than in Melbourne - ranked the world's most liveable city for most of the aforementioned decade. And who better to do it with than Martin Currie’s Reece Birtles and SG Hiscock and Company’s Hamish Tadgell.

Our guests share what value means to them, the common mistakes value investors make, how much value they're seeing on the ASX right now, and which sectors they like and don't like. 

It wouldn’t be Buy Hold Sell without some stock picks, so we’ve asked the gents to bring along an example of a high-conviction stock pick that they believe is underappreciated by the market.

Note: This episode was filmed on Wednesday 1 November 2023. 

...more
View all episodesView all episodes
Download on the App Store

Buy Hold Sell, by Livewire MarketsBy Livewire Markets


More shows like Buy Hold Sell, by Livewire Markets

View all
CommSec Market Update by CommSec

CommSec Market Update

11 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

89 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

22 Listeners

The Money Puzzle by The Australian

The Money Puzzle

43 Listeners

Your Wealth by NAB

Your Wealth

10 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

15 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

30 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

22 Listeners

The Call from ausbiz by ausbiz

The Call from ausbiz

4 Listeners

Investing Compass by Morningstar Australia

Investing Compass

27 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

32 Listeners

The Good Oil with Scott Phillips by LiSTNR

The Good Oil with Scott Phillips

5 Listeners

Chanticleer by Australian Financial Review

Chanticleer

15 Listeners

The Fin by Australian Financial Review

The Fin

16 Listeners