Buy Hold Sell, by Livewire Markets

I’ve always been fond of the phrase "wide economic moats." Beyond the jargon, it calls to mind heroic battles, impenetrable fortresses, and all manner of defence tactics and strategies.

While modern companies may not be dodging a rain of arrows or pouring hot oil from the parapets, they are defending their turf against an onslaught of AI disruption, geopolitical shockwaves, sticky inflation and market volatility.

To survive in today's market, a moat is made from three core pillars. Consistent High Return on Invested Capital (ROIC), strong pricing power, and a rock solid balance sheet. 

For this episode of Buy Hold Sell, I'm joined once again by Henry Jennings of Marcus Today and Rudi Filapek-Vandyck of FNArena to examine four quality growth companies (plus two picks from our guests) that embody these traits, and test whether their economic moats are holding strong or beginning to crumble. There are even props involved. 

This episode was filmed Wednesday 7th October, 2026.

Quantitative data vs. qualitative insights — why not both? In this episode, we cut through the market noise using Market Index’s new stock screening tool, Stock Scores, to uncover top ASX stocks scoring highest across Quality and Growth metrics. Rudi Filapek-Vandyck (FNArena) and Henry Jennings (Marcus Today) join us to break down these high-scoring stocks and share whether they’re a buy, hold or sell.

More about Stock Scores here!:

https://www.marketindex.com.au/stock-scores

Please note this episode was filmed Wednesday 7th October, 2026.

The key to any great institution is the management team behind the scenes. Take the example of Justin Holbrook, who has guided the Newcastle Knights from wooden spooners to NRL grand finalists in the space of a year.

And the ASX has long been home to stellar management teams who have turned their companies into global winners. 

In this episode of Livewire's Buy Hold Sell, I'm joined by Sean Roger from Perpetual Asset Management Australia and Joseph Koh from Blackwattle Investment Partners to deliver the calls on five ASX stocks with respected management teams, and share their pick for the ASX management team to beat.

Finding the right balance between attack and defence can be the difference between winning and losing. That will be the case when the Dockers meet the Lions at the MCG tomorrow, and it's also the case for ASX investors looking to build a winning portfolio. 

In this edition of Buy Hold Sell, I'm joined by Sean Roger from Perpetual Asset Management and Joseph Koh from Blackwattle Investment Partners.

After weeks of news about volatile bond markets, stubborn inflation, interest rate hikes, falling house prices, and the AI regulatory divide, that heavy feeling of doom and gloom can be hard to shake. 

But amidst all of this the world keeps showing us that success stories are still everywhere. Great companies are still thriving and investing in quality companies still works. 

So, let's put the macro anxiety aside for a moment, take a collective breath and focus on what's working. In this episode of Buy Hold Sell, Matthew Nicholas of 1851 Capital and Nick Sladen of LSN Capital Partners reveal their best performers over the last year, recent hot additions to the portfolio and the long standing small caps in their portfolios that continue to deliver.