The Investor Notebook

28 Mar 2025

Buy Hold Sell: 7 ex-20 stocks with strong balance sheets

Hunting for the next breakout small or mid-cap stock isn’t about chasing headlines or hype – it’s about backing gritty, cash-generating companies with rock-solid balance sheets and management teams bold enough to make smart decisions without constantly rattling the tin.

In this episode of Buy Hold Sell, Livewire’s Vishal Teckchandani puts five high-potential ASX ex-20 stocks under the microscope with David Allingham from Eley Griffiths and Marcus Burns from Spheria – spanning homegrown global exporters to local names with serious staying power – to uncover what truly separates the standouts from the rest.

Plus, each fundie reveals their top mid-cap pick – a compelling business flying under the radar that not only ticks all the boxes, but has a clear strategy to keep delivering growth.

This video was filmed on 26 March 2025. 

Related articles

PM discussion (Mid Cap Fund) – July 2024

EGG Mid Cap Fund
23 Oct 2024

Read more

2025 Earnings outlook

Encouraging to read of the growing confidence around the 2025 earnings outlook for the S&P500. Goldman Sachs believe 2025 eps growth will be ~11%, following on from ~8% in 2024.
13 Dec 2024

Read more

The Encyclical September Quarter 2024

The Encyclical September Quarter 2024
23 Oct 2024

Read more

Invest Now

About us

Funds

Investor Portals

The Investor Notebook

Contact