Buy Hold Sell, by Livewire Markets

• Buy Hold Sell: After a "crazy" 2025, what's in store for 2026?

  “Crazy.” That’s how Jun Bei Liu of TenCap summed up 2025, a year where big themes surged in waves, sector leadership flipped at lightning speed, and investors had to stay sharp through fresh bursts of volatility. Alongside Atlas’s Hugh Dive, we’re looking back at the year that was: Which stocks delivered, which ones fell short, and which great ideas slipped away before investors could act? And the real question: what now? With 2026 around the corner, how should investors set up for success, and which stock calls stand out as the most compelling shots for the year ahead? From key lessons to bold ideas, our guests unpack what mattered in 2025 and where they see opportunity next. Note: This episode was recorded on Wednesday 3 December 2025.

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• Buy Hold Sell: 5 Dogs of the ASX and their prospects for 2026

  Well, here we are again, staring down the barrel of the year-end. It’s a time for some fun and frivolity, but amongst the cheer, it’s also the perfect time to cast a discerning eye over our portfolios and make some hard decisions about which companies get a guernsey into 2026. Shedding the duds also means hunting for new opportunities and while piling into the top 10 best performers from this year is always tempting, there are probably some equal, if not better, opportunities to be had in the downtrodden. In what has become a tradition at Livewire, Vishal Teckchandani hosts Hugh Dive from Atlas Funds Management and Jun Bei Liu from Ten Cap, to hunt through the bargain bin on the ASX to see if they can find some beaten-down gems. What will they find? As a bonus, Jun Bei and Hugh each nominate a stock they think is set to get going in 2026. Note: This episode was recorded on Wednesday 3 December 2025.

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• Buy Hold Sell: 6 global stocks with big potential you’ve likely never heard of

  Investing globally can feel overwhelming, but it also opens the door to powerful structural themes that Australian equities often miss. In this episode of Buy Hold Sell, Nick Markiewicz from Ellerston Capital and Michael Poulsen from Canopy Investors reveal six global small and mid cap stocks positioned in the slipstream of major shifts including AI driven power demand, digital content monetisation, manufacturing reshoring, rising healthcare procedure volumes and the transformation of Japan’s labour market. From data centre power solutions to hazardous waste leadership and fast-growing HR technology platforms, the pair outline high conviction ideas that tap into multi-year growth opportunities. Please note that this episode was recorded 19 November 2025

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• Buy Hold Sell: US earnings season and 2 stocks (not Nvidia) that crushed expectations

  US earnings season might be over, but the aftershocks are still rippling through markets. Headline numbers looked strong – S&P 500 EPS growth hit 15%, margins touched 15-year highs – yet beneath that glossy surface lies one of the most divided landscapes in years. In 2025, the market is being pulled in two directions. On one side sits the AI complex, powered by hyperscaler capex that continues to be revised higher. On the other, almost everything tied to the real economy is slowing. Manufacturing is soft. Housing is sluggish. Consumer strength depends entirely on your postcode and pay grade. And in small and mid-caps, earnings beats were met with half the usual upside, while misses were punished with twice the usual downside. Volatility is back, and it’s ferocious. As Michael Poulsen from Canopy Investors puts it, parts of the economy are still waiting for “a bit more clarity” before they invest again – yet beneath the uncertainty, he’s seeing early signs of life in long-neglected sectors like healthcare. Meanwhile, Nick Markiewicz from Ellerston Capital notes that “if you're not in AI, I'm not sure you're anywhere,” even as he quietly eyes high-quality compounders and homebuilders now trading on GFC-era multiples. In this episode of Buy Hold Sell, we break down the winners, the warning signs, and the opportunities emerging from a wildly bifurcated reporting season. Plus, our guests reveal two stocks that absolutely crushed expectations.

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• Buy Hold Sell: 5 global SMIDs that could be tomorrow's giants

  Whilst Aussie small caps have been on fire and are outperforming their large-cap peers year to date, it’s not the same story everywhere. In the US, for example, small and mid-caps (SMIDs) are still lagging – such is the dominance of the Magnificent 7. But when everything else is rallying, it can pay to fish where others aren’t. And here’s the kicker: unlike Australia, where there’s a tiny pool of SMIDs – roughly 250 names that meet the $300 million to $10 billion market-cap cut-off – there are around 8,000 globally. That’s a lot of fish. But with more choice comes the need to know where to look and how to separate the bluefin from the carp – because not every SMID is worth catching.   With that in mind, Livewire’s Chris Conway is joined by Michael Poulsen from Canopy Investors and Nick Markiewicz from Ellerston Capital to unpack the factors they look for when hunting global SMIDs, run the ruler over a handful of names, and each share one stock they think has a bright future ahead. Please note that this episode was filmed 19 November 2025

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