Whether you're a fund manager overseeing billions or a Livewire reader investing your hard-earned money, there is no better time than the end of reporting season. Firstly, because it’s bloody exhausting, and secondly, because it’s the clearest picture you will ever get of the health of corporate Australia and the shape of your own portfolio. Right now is the moment where there is the least noise, the least speculation, and the least fluff. This moment allows investors to make some intelligent decisions, with the fullest information possible, about which opportunities they want to pursue, and forgo, over the coming six months. So, what were the key themes from the season? And, more importantly, which stocks crushed it - and which got crushed? To help answer those questions, Livewire’s James Marlay sat down with James Gerrish from Market Matters and Jun Bei Liu from Tencap for this special February 2025 reporting season wrap-up of Buy Hold Sell. Note: This episode was recorded on Thursday, 26 February 2025.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related