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 MagazineAFR Magazine celebrates The Art of MovementLauren Sams‘We don’t want to die wondering’: Jo Horgan on Mecca’s biggest bet yetThis Brisbane restaurant deserves a Michelin starBOSS Financial ReviewThis CEO thought he was healthy. Then he went for a checkSally Patten and Lap PhanHow the Macquarie CEO played a role in setting me up to lead MagellanWhich AI course should I do?Life & LeisureUp your game with this stylish golf kit and Swiss waterproof sneakersEugenie KellyWhy we can’t get enough of the minister of crabsIt’s BYO pyjamas at this chef’s table above the cloudsRich ListSpotlight’s new Anaconda will teach shoppers to fishMichael BlebyPortelli hits fast lane on mooted LMCT+ sale, MacCap takes the wheelInside the fortune Kerry Stokes (quietly) made in China
