Buy Hold Sell: The hottest ASX small caps right now (and 2 on the rise)

07/11/2025 11 min Episodio 447
Buy Hold Sell: The hottest ASX small caps right now (and 2 on the rise)

Listen "Buy Hold Sell: The hottest ASX small caps right now (and 2 on the rise)"

Episode Synopsis

Unless you've been living under a rock, chances are you're aware of the resurgence in small-cap stocks. The ASX Small Ordinaries is up 19% year-to-date, versus just 7% for the ASX 100.
But it's not just a rotation away from growth-starved large caps that is seeing smalls catch a bid. The recent reporting season showed that many small caps are in rude health, with strong balance sheets and improved earnings backed by margin expansion, built on a bedrock of innovation and competitive advantage.
That's the good news but, of course, not all small caps are created equal. Investors need to be highly selective when considering less mature businesses.
Against that backdrop, Livewire's Chris Conway sat down with James Nguyen from Tyndall and Shaun Weick from Wilson Asset Management to understand their most important factors when assessing companies and run the ruler over three of the hottest ASX small caps.
For good measure, they each share a name they believe is on the rise.
Please note that this episode was filmed 5 November 2025

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