Buy Hold Sell, by Livewire Markets

The great ASX tech unwind has been brutal.

After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-known software and technology stocks have been dragged back to earth. The trigger? A mix of stretched multiples, slowing growth, investor fatigue and, increasingly, the disruptive threat of artificial intelligence.

The five names in this episode – Life360 (ASX: 360), Pro Medicus (ASX: PME ), Xero (ASX: XRO), TechnologyOne (ASX: TNE) and WiseTech Global (ASX: WTC) – fell an average of around 65% from their highs to their lows. More recently, however, they have recovered an average of around 30%, with one stock now just 26% off its all-time high.

So, is this the beginning of a genuine turnaround? Or just a relief rally in a sector still facing uncomfortable questions?

In this special episode of Buy Hold Sell, Matthew Kidman returns as host for the first time in three years, alongside two familiar faces: Jun Bei Liu from Ten Cap and James Gerrish from Market Partners. Together, they run the ruler over five ASX tech leaders caught in the ‘SaaS-pocalypse’, and each names one beaten-up tech-related stock they believe is down, but not out.

This episode was filmed on Wednesday, 10 June 2026.

The countdown is on to the FIFA World Cup and so what better way to join the party than by putting together our own best XI of ASX stocks. 

In this special edition of Buy Hold Sell, we've asked First Sentier Investors' Dushko Bajic to take on the role of manager and select a starting team of 11 ASX stocks he thinks can deliver on the pitch. 

It's a lineup that is looking to deliver everything you need to win - solid leadership, genuine experience, strong vision, versatility and a bit of X-factor. 

But which Aussie stocks are getting the call-up and which are being left at home? Which companies can deliver the right balance of attack and defence? You'll have to tune in to find out. 

And for the football fans out there, Dushko also shares his prediction for how the Socceroos are likely to get on when the World Cup kicks off in North America this week, and the team he thinks will be crowned world champions when everything is said and done.

Let's kick off.

Are you finding equity income investing harder than it used to be? Well, you're not imagining it.

For years, income investors could build a portfolio of quality ASX dividend stocks and generate an attractive income stream without taking excessive risk. Today, that task has become far more challenging - but not impossible. 

The ASX's yield has fallen well below historical averages, bank share prices have rallied hard, and many of the market's traditional income favourites simply do not offer the yields they once did. At the same time, higher bond yields and attractive cash rates have given investors more alternatives than they've had in years.

So where can investors still find reliable income on the ASX? And which stocks continue to offer attractive yields without taking on undue risk?

In this special Income Series edition of Buy Hold Sell, Livewire's Tom Stelzer is joined by two ASX equity income gurus, in Peter Gardner from Plato Asset Management and Michael O'Neill from IML.

The pair run the ruler over eight ASX income stocks drawn Carl Capolignua's list of the market's most consistent dividend payers (last year's edition below. Carl will update again this series).

At any given point in the market cycle, there are certain sectors and themes where investors go hunting for growth. Sometimes it’s driven by disruption. Sometimes it’s recovery. And sometimes it’s simply because the market has become too pessimistic about quality businesses with long runways ahead of them.

Right now, a few pockets of the ASX are attracting attention. Fintech and financial infrastructure businesses are trying to prove they can scale profitably. Software and SaaS names are attempting to emerge from one of the sharpest valuation resets in recent memory. And in healthcare and medtech, investors are once again searching for companies capable of delivering structural growth in an uncertain economic environment.

In this episode Livewire’s Chris Conway is joined by Oscar Oberg from Wilson Asset Management and Alex Shevelev from Forager Funds Management to run the ruler over some of the stocks and sectors they believe could be poised for growth.

From beaten-up software names to healthcare innovators and financial infrastructure plays, this episode is packed with ideas for investors.

This episode was filmed on Wednesday, 20th May 2026.

In the wake of the budget and the proposed CGT changes, there has been plenty of spirited debate about the future of growth investing in our great country. And rightly so. 

But let's get real. Whatever we might think about the changes, Aussies will still create and invest in great growth businesses. It's in our blood. 

No tax change is going to completely crush home-grown innovation - the very innovation which brought us the Coolgardie cooler, the Hills Hoist, the Cochlear implant, and WiFi. Oh, and Tim Tams... mustn't forget the Tim Tams. 

Typically, these great growth stories are born from the small-cap end of the market, so in this episode, Livewire's Chris Conway is joined by Oscar Oberg from Wilson Asset Management and Alex Shevelev from Forager Funds Management, who each bring three stocks they believe have big potential. 

That’s right, it’s going to be wall-to-wall buys for this episode so strap in, and let's go!

This episode was filmed on Wednesday, 20th May 2026.