MarketsEquity MarketsStock pickingPrint articleOpinionTime to shake up equities after a ‘head scratcher’ earnings seasonThe sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12.Jun Bei LiuContributorUpdated Mar 2, 2025 – 10.09am, first published at 8.40amSaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginThere is a lot of alpha on offer during reporting season, particularly for those who move quickly.Usually, it sets the tone for relative performance trends in the months that follow. Strong results are rewarded, weak results are punished – and, more importantly, there tends to be legs to those trades.Loading...Jun Bei Liu is the founder and lead portfolio manager at Ten Cap. She formerly worked for Tribeca Investment Partners.SaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleIntroducing your NewsfeedFollow the topics, people and companies that matter to you.Find out moreRead MoreStock pickingSharemarketOpinionSharesInvestingActive investingLatest In Equity marketsFetching latest articlesMost Viewed In MarketsThe Australian Financial Review Magazine‘If Labor’s campaign is that I’m horrible, they’ll lose in a landslide’Phillip CooreyThe woman who wants to see every one of us in an AkubraSports stars keep shifting their watch brand allegiancesBOSS Financial ReviewFour women who started businesses after the age of 45Sally PattenWhat happened when Domain learnt it spent $36m a year on meetingsThe country’s highest-paid directors revealedLife & LeisureCycling helps this COO to leave her work stress out on the footpathLife & LeisureAfter more than a decade, BMW has perfected the art of EV variantsHow to mark a milestone birthday in style at a French manorRich ListProperty billionaire Nick Andrianakos dies in GreeceYolanda RedrupCannon-Brookes describes ‘deep internal conflict’ over his private jetOscar Piastri on the secret of his $41m-a year success
