{"podcast":{"title":"Buy Hold Sell, by Livewire Markets","slug":"buy-hold-sell-by-livewire-markets-599577","podcast_index_feed_id":599577,"rss_url":"https://feed.podbean.com/buyholdsell/feed.xml","website_url":"https://buyholdsell.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/7353978/AlbumCover-BHS.jpg","author":"Livewire Markets","episode_count":100,"summary":"Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join Livewire’s Ally Selby as she quizzes Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.","last_synced_at":"2026-07-17T08:18:23.166792+00:00","page_url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577"},"episode":{"title":"Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse","slug":"buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse","published_at":"2026-06-11T20:00:00+00:00","page_url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577/buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse","show_page_url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577","url":"https://buyholdsell.podbean.com/e/buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse/","audio_url":"https://mcdn.podbean.com/mf/web/mxirxxbad9cxwgfg/BHS-1_10Jun26_Podcast.mp3","summary":"The great ASX tech unwind has been brutal. After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-known software and technology stocks have been dragged back to earth. The trigger? A mix of stretched multiples, slowing growth, investor fatigue and, increasingly, the disruptive threat of artificial intelligence. The five names in this episode – Life360 (ASX: 360), Pro Medicus (ASX: PME ), Xero (ASX: XRO), TechnologyOne (ASX: TNE) and WiseTech Global (ASX: WTC) – fell an average of around 65% from their highs to their lows. More recently, however, they have recovered an average of around 30%, with one stock now just 26% off its all-time high. So, is this the beginning of a genuine turnaround? Or just a relief rally in a sector still facing uncomfortable questions? In this special episode of Buy Hold Sell, Matthew Kidman returns as host for the first time in three years, alongside two familiar faces: Jun Bei Liu from Ten Cap and James Gerrish from Market Partners. Together, they run the ruler over five ASX tech leaders caught in the ‘SaaS-pocalypse’, and each names one beaten-up tech-related stock they believe is down, but not out. This episode was filmed on Wednesday, 10 June 2026.","meta_description":"The great ASX tech unwind has been brutal. After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-kn…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1257,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/buy-hold-sell-by-livewire-markets-599577/episodes/buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577/buy-hold-sell-5-asx-tech-stocks-bouncing-back-from-the-saas-pocalypse.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}