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
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
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.
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11:25
Buy Hold Sell: 5 ASX growth stocks kicking goals right now
Growth stocks by definition are going to run hot from time to time, but as the old saying goes: form is temporary, class is permanent.
In a year that's seen a surprisingly resilient stock market, some names have taken the ball and run with it. But it's where they go next that matters.
In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Tim Riordan from Blackwattle and Brenton Saunders from Pendal to analyse some of the ASX's current star performers and see whether they can maintain that form going forward.
They also throw up the ASX growth stock they think can continue to kick goals over the next 12 months.
Please note this episode was filmed on 24 September 2025.
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Buy Hold Sell: 3 ASX names moving from promise to profitability (and 2 that might not make it)
Facebook (now Meta) founder Mark Zuckerberg coined the phrase “move fast and break things” – a catchy motto designed to celebrate speed and experimentation. But as investors know, speed counts for little if a company can’t cross the Rubicon from potential to profitability.
That’s the real test: turning hype into hard dollars. Profitability is the finish line, and plenty of flashy contenders never make it across.
In this episode of Buy Hold Sell, Livewire’s Chris Conway is joined by Martin Hickson (1851 Capital) and Steve Johnson (Forager) to zero in on a clutch of ASX names either approaching that threshold or already beyond it.
Which businesses are set to graduate from promise to performance – and which are still running on fumes, with more buzz than balance sheet? For good measure, both guests also reveal one stock they believe is presently offering more hype than substance.
Please note this episode was filmed on 10 September 2025.
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.
Listen to Buy Hold Sell, by Livewire Markets, The Diary Of A CEO with Steven Bartlett and many other podcasts from around the world with the radio.net app
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