Buy Hold Sell: The photo finish - 5 ASX stock duels that could go either way
Over the past few episodes, we’ve galloped through our Spring Racing Carnival series - from the “stayers” built to go the distance, to the “wet-track wonders” that hold their footing when conditions turn tough. And now, as we thunder down the home straight, it’s time for the Photo Finish.
In this final instalment, we’re doing things a little differently. Rather than our usual stock-by-stock format, we’ve set up a series of head-to-head matchups - five pairs of closely matched companies, each vying for line honours. Our guests will weigh in on which business they’d back, and why.
It’s a chance to see how professional investors think when they’re forced to make the hard calls, where conviction meets comparison, and small details separate a winner from the pack.
Joining me to make those calls are Nick Pashias from Antares Equities and Marcus Ryan from Yarra Capital Management.
Please note this episode was filmed on 22 October 2025.
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12:53
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12:53
Buy Hold Sell: 3 ASX stocks built to handle tough conditions
Winter might be over, but in markets, the clouds can roll in at any time. And when they do, only the sure-footed survive. With the Melbourne Spring Racing Carnival in full swing, we’re once again taking inspiration from the track - this time, looking for the “wet-track wonders” of the ASX.
These are the companies that can handle tougher terrain, those with strong balance sheets, reliable earnings, and management teams that know how to keep moving forward when the ground gets heavy.
In this episode of Buy Hold Sell, Livewire’s Chris Conway is joined by Marcus Ryan from Yarra Capital Management and Nick Pashias from Antares Equities. Together, they’ll explore what defines true resilience in the sharemarket and where investors might find the best footing if conditions deteriorate.
Before they dive into the stocks, Chris asks Nick what traits he looks for in businesses that can weather the storm - from fiscal discipline and predictable cash flows to that all-important pricing power. Marcus then weighs in on which sectors tend to thrive when the economic going gets tough.
As well as analysing three ASX names, for good measure, the guests each share a stock in their portfolio that they might look at differently if conditions head south.
Please note this episode was filmed on 22 October 2025.
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12:10
Buy Hold Sell: 5 ASX stayers built to go the distance
Spring has arrived, and with it, the familiar buzz of the racing season in Melbourne - where form, endurance, and timing can make all the difference. It’s not just the horses gearing up for a big run - investors, too, are scanning the field for those rare “stayers” that can go the distance.
In this episode of Buy Hold Sell, we’re drawing inspiration from the track to talk about the enduring performers of the sharemarket - the companies that keep compounding, year after year, through every twist in the economic cycle. These are the market’s equivalent of the proven stayers: dependable, disciplined, and capable of delivering over the long haul.
Joining Livewire's Chris Conway to break down what makes a true long-term performer are Nick Pashias from Antares Equities and Marcus Ryan from Yarra Capital Management.
We kick off by finding out whether the gents fancy a flutter during the Spring Racing Carnival or prefer to keep their bets confined to the stock market. We then explore what the term “quality compounder” really means to them - the traits, fundamentals, and track records that separate the contenders from the also-rans.
And of course, we’ll run the ruler over three proven “stayers”, before each guest reveals the one company they’d hold for the next five years (if they had to!).
Please note this episode was filmed on 22 October 2025.
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15:30
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
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.
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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