19 ASX stocks that should be on your radar
Автор: Livewire Markets
Загружено: 2025-03-04
Просмотров: 8578
Another reporting season is in the books, so it’s time again to sit down with the Yarra Capital Management Equities team to discuss the key takeaways and, more importantly, what lies ahead.
Hear from Portfolio Managers Marcus Ryan, Michael Steel, and Joel Fleming, representing the entire market cap spectrum, from micro to large caps.
Time codes
0:30 - Characterising the season
0:56 - What were the major themes?
1:56 - Highlight of the season
2:40 - Lowlight of the season
3:09 - Large cap themes and stocks to watch
6:48 - Small cap themes and stocks to watch
9:04 - Micro cap themes and stocks to watch
11:43 - Valuations - where are they now and how to navigate them
15:33 - Volatility - key drivers and stocks riding the wave well
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