24 Nov 2025
The market is firmly in Risk-Off mode, with recent sell-downs hitting some of the ASX’s ‘hero’ names – Pro Medicus Limited (ASX:PME), Life360 (ASX:360), DroneShield (ASX:DRO) and TechnologyOne (ASX:TNE) – all down 20 to 50% over the past quarter.
At the same time, M&A activity remains strong, highlighted by fresh bids today for Qube (ASX:QUB) and Monash IVF Group (ASX:MVF).
I joined Andrew Geoghegan on ausbiz this morning to discuss how investors are rotating towards more sensibly valued small-cap opportunities on the ASX.
https://ausbiz.com.au/media/dean-says-look-outside-the-hero-stocks-?videoId=45484