WiseTechGlobal Ltd (ASX: WTC)
WiseTech is a global logistics softwarepowerhouse, and despite a 15% pullback in its share price since February 2025,the business fundamentals remain strong.
The company’s flagship product, CargoWise,is becoming the digital backbone of international freight forwarding. Withsupply chains growing more complex, WiseTech’s cloud-based platform is in highdemand among the world’s top logistics players.
WiseTech delivered a 30% increase inrevenue and 20% growth in EBITDA in its latest half-year results. While thecompany is spending more to support its global expansion and new productdevelopment, it remains highly profitable and cash generative.
CEO Richard White has built an enviabletrack record of smart acquisitions, integrating them into a single globalplatform — a playbook that has consistently paid off. WiseTech is nowforecasting up to $1.3 billion in revenue for FY25, with a margin north of 40%.
This is a world-class business withlong-term growth levers still intact. I think the current weakness is moreabout market sentiment than fundamentals — and that spells opportunity.
BossEnergy Ltd (ASX: BOE)
Boss Energy is one of the most exciting ASX-listed companies in the uranium sector — and it's on the cusp of a major production ramp-up.
Its Honeymoon project in South Australia officially entered production in Q2 2025, just as global uranium prices are seeing renewed strength. With demand rising from new and existing nuclear power programs, uranium is in focus again — and Boss is ideally positioned to benefit.
Despite a roughly 20% decline in its shareprice since April, I think the medium-term story looks bright. The company isfully funded, has a low operating cost profile, and is targeting production of 2.45 million pounds of U3O8 annually.
Boss is also unique in that it owns 30% of AltaMesa, a U.S.-based uranium project, adding geographic diversification andfurther upside.
While uranium stocks can be volatile, I believe Boss has the right mix of timing, assets, and execution to be a standout performer if the nuclear energy renaissance continues as expected.
Bottomline
Great growth shares don’t need to be in the spotlight every day. Sometimes, they quietly keep building value in the background — and that’s exactly what WiseTech and Boss Energyhave been doing.
For investors willing to look beyond short-term noise, both companies offer strong growth potential and exposure to powerful global trends.
In my view, now could be a great time to plantthat tree.