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 Seneca to unpack some of the market’s lesser-known winners and a couple of names they think are best avoided for now.
From the small-cap success stories flying under the radar to red flags flashing on overhyped names, our guests share where they’re finding value, what signals they look for when identifying early opportunities, and how they avoid the common traps that trip up investors.
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9:40
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9:40
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 from Maple-Brown Abbott and Luke Laretive from Seneca to unpack what’s really driving the small-cap recovery and where the next wave of opportunity might lie.
From takeover activity heating up to renewed investor appetite for growth, our guests share their read on what’s changed, what still looks cheap, and the risks investors need to keep on their radar.
If you’ve been sitting on the fence about small caps, this episode is packed with insights to help you separate the real signals from the market noise.
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12:47
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12:47
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 is joined by Matt Griffin from Maple Brown Abbott and Luke Laretive from Seneca Financial Solutions to uncover where they’re spotting value in today’s small-cap landscape.
From sector-level trends to the traits that separate a potential winner from a flop, these two fundies share how they’re navigating a dynamic market full of hidden gems and hopefuls.
We put three small-cap names under the microscope, with our guests weighing in on which ones still have room to run and which might have already had their moment. They also each share a high-conviction pick they believe could outperform over the next 12 months.
This interview was filmed on Wednesday 8 October 2025.
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12:56
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12:56
Buy Hold Sell: 5 ASX playmakers making things happen
This year's NRL Finals have been dominated by the players with the magic touch showing up when needed.
But which companies are doing the same thing on the ASX? Who are the real MVPs and who are the also-rans?
In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Tim Riordan from Blackwattle and Brenton Saunders from Pendal to offer their verdicts on the companies showing strong game management and delivering on the big stage.
Our guests also bring the ASX innovator they think has a winning strategy right now.
Please note, this episode was filmed on Wednesday, 24th September 2025.
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16:15
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16:15
Buy Hold Sell: 4 ASX stocks for playing defence (and 1 to leave on the bench)
This episode was filmed Wednesday, 24th September 2025.
The siren might have sounded on another AFL season, but when it comes to markets, the game next stops.
With the ASX trading near record highs and valuations stretching common sense, investors are asking the big question: how do you protect the scoreboard when conditions turn tough?
As the saying goes, attack wins you games, but defence wins you titles. And while growth stocks often grab the spotlight, low-volatility names and reliable portfolio ballast can be just as crucial for staying in the match when momentum shifts.
So in this episode, we’re drawing up our own starting lineup of ASX defenders. Which stocks deserve a place in your portfolio’s backline, and which ones should be left warming the bench?
Joining Livewire's Tom Stelzer to make the calls are from Blackwattle and Brenton Saunders from Pendal, who put three ASX names under the spotlight. They also share their best defensive stock picks for when markets get choppy.
Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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