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VALUE INVESTING News & Analysis

An updated list of ASX shares that may interest contrarians
Stocks
An updated list of ASX shares that may interest contrarians
David Dreman bought stocks that nobody else wanted. Here are five of his rules for contrarian investing and nine ASX stocks that could fit in 2025.
Joseph Taylor | 14 May 2025
Cheap ASX recovery play derailed by bad weather and price slump
Stocks
Cheap ASX recovery play derailed by bad weather and price slump
The company’s shares look undervalued with considerable earnings upside if current headwinds lift.
Adrian Atkins | 12 May 2025
Sales momentum builds for cheap Wide Moat ASX share
Stocks
Sales momentum builds for cheap Wide Moat ASX share
Endeavour’s liquor retailing business has suffered from industry headwinds that may have bottomed.
Johannes Faul, CFA | 09 May 2025
More promising signs for ASX listed software player
Stocks
More promising signs for ASX listed software player
This moated small-cap looks undervalued versus our forecasts. Let alone management’s more ambitious growth targets.
Shaun Ler | 30 April 2025
Cheap ASX energy firm’s big growth projects are on track
Stocks
Cheap ASX energy firm’s big growth projects are on track
Markets seem overly bearish on this ASX oil and gas heavyweight, which appears to have overlooked secular tailwinds in its favour.
Mark Taylor | 27 April 2025
An opportunity in European shares amid the volatility?
Stocks
An opportunity in European shares amid the volatility?
The prospect of a trade war has overshadowed positive developments in Europe’s economic outlook. Shares in many sectors trade considerably below Fair...
Joseph Taylor | 11 April 2025
Two controversial five-star picks from outside the ASX200
Stocks
Two controversial five-star picks from outside the ASX200
These shares have been left for dead, yet both companies appear to have secular tailwinds in their favour.
Morningstar | 26 March 2025
Ask the analyst: Are IDP Education's woes temporary?
Stocks
Ask the analyst: Are IDP Education's woes temporary?
The global education services provider has gone from stock market darling to one of the ASX's weakest performers. What gives?
Joseph Taylor | 12 March 2025
This ASX200 reject could be a contrarian buying opportunity
Stocks
This ASX200 reject could be a contrarian buying opportunity
Johns Lyng’s interim results and index deletion have sent investors running for the exits. Our analyst Esther Holloway thinks the sell-off is...
Joseph Taylor | 11 March 2025
Has uncertainty created an opportunity in Jack Daniel's owner?
Stocks
Has uncertainty created an opportunity in Jack Daniel's owner?
Investors seem to be questioning long-term demand trends in alcohol. This may have sent the valuation of Wide Moat spirits company Brown Forman down...
Joseph Taylor | 27 February 2025
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