13 ASX stocks that should be on your radar

A deep dive into the big themes, key sectors, and compelling stock opportunities according to the Yarra Capital Management equities team.

Time codes

0:27 - Characterising the season
2:04 - What were the major themes?
3:43 - Highlight of the season
4:30 - Lowlight of the season
5:01 - Large cap opportunities: quality income
6:36 - Large cap opportunities: healthcare
7:56 - Is 2024 still the year of small caps?
9:04 - Earnings growth outlook for small caps
10:01 - Lower rates and their impact on micro caps
11:12 - Two high-conviction micro cap ideas
12:37 - The resources sector and the one (commodity) above all
14:05 - Large cap resources pick
14:51 - Small cap resources pick
15:50 - Micro cap resources pick
16:59 - Innovation and value creation
17:24 - Innovative micro cap
18:20 - Innovative small cap
19:04 - Innovative large cap