Which beaten-down ASX stocks could be the next take over target?

Just last month Blackstone came for IDP Education, that bid has now been rejected. Who could be the next Aussie stock ripe for M&A activity?

To figure that out, we’re joined by James Gerrish from Market Partners and Luke Laretive from Seneca.

Stocks Mentioned:

Deep Yellow (ASX: DYL)

Boss Energy (ASX: BOE)

NextGen (ASX: NXG)

Storage King (ASX: SKG)

Aussie Broadband (ASX: ABB)

Praemium (ASX: PPS)

Jupiter Mines (ASX: JMS)

Chapters:

00:00 ASX Takeover Targets

00:11 Deep Yellow: Buy Or Sell?

01:22 Boss Energy’s Uranium Case

01:50 NextGen’s Takeover Appeal

03:15 Storage King’s Bid Potential

06:02 Aussie Broadband’s Value

08:33 Praemium’s Turnaround Case

10:08 Jupiter Mines’ Takeover Setup

This episode was recorded 28th October 2026.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

———

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Can Claude, ChatGPT and Gemini pick the best ASX-listed growth stocks over the next 12 months?

We asked these LLMs just that, then put the picks before Ben Clark from TMS Private Wealth and Julia Lee from Shaw and Partners Asset Management to get their take.

Plus they each pitch the one stock they’re backing for growth over the next 12 months.

Chapters:

00:00 Can AI Pick Winning ASX Stocks?

01:21 Xero: Buy or Sell?

04:11 TechnologyOne: Buy or Sell?

06:02 Life360: Buy or Sell?

08:00 James Hardie: Buy or Sell?

09:56 4DMedical: Buy or Sell?

10:58 Pro Medicus: Buy or Sell?

12:33 WiseTech Global: Buy or Sell?

15:11 Julia's Top Pick: Qantas

17:00 Ben's Top Pick: ResMed

Stocks mentioned:

Xero (ASX: XRO), Life360 (ASX: 360), TechnologyOne (ASX: TNE), James Hardie Industries (ASX: JHX), 4DMedical (ASX: 4DX), ProMedicus (ASX: PME), WiseTech Global (ASX: WTC), Qantas Airways (ASX: QAN), ResMed (ASX: RMD).

This episode was recorded 14th October 2026.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

———

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

With rate hikes on everyone’s minds and wallets - today’s guests think we should already be positioning our portfolios for cuts.

They take us through 3 stocks you can use to do that.

Plus they each share the one stock they’d be avoiding when rates start cutting.

Stocks Mentioned:

JB Hi-Fi (ASX: JBH)

Goodman Group (ASX: GMG)

REA Group (ASX: REA)

Insurance Australia Group (ASX: IAG)

Computershare (ASX: CPU)

Chapters:

00:00 Rate Hikes and Future Cuts

01:46 Positioning for Rate Changes

03:15 JB Hi-Fi: A Cyclical Buy

05:41 Goodman Group: Data Center Growth

08:41 Goodman's Data Center Strategy

10:33 REA Group: AI and Housing

14:22 Selling Into Rate Cuts: IAG

15:01 Computershare: A Rate-Cycle Sell

This episode was recorded 14th October 2026.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

———

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.