In July, investors are seeking cheap ASX shares that offer long-term growth with solid fundamentals and earnings potential. This article explores two compelling investment options: SiteMinder (ASX: SDR) and the VanEck Morningstar Wide Moat ETF (ASX: MOAT). These picks stand out not just for affordability, but also for their potential to outperform the broader market over time.
ASX shares to consider in july
Why Value Investing Still Works in 2025
Value investing remains a reliable strategy for long-term wealth creation, especially in volatile economic conditions. By focusing on businesses trading below their intrinsic value, investors gain exposure to future upside with reduced risk.
Cheap ASX shares, when backed by quality and profitability, present a significant opportunity for patient investors today. July is an ideal time to evaluate undervalued opportunities as fiscal year-end results begin to guide investor sentiment. SiteMinder and MOAT ETF both reflect strong value principles, offering growth with built-in competitive advantages.
SiteMinder (ASX: SDR) – A Tech Gem Worth Watching
SiteMinder helps hotels manage bookings across platforms, automating distribution and driving direct bookings efficiently. This ASX-listed company has shown resilience and scalability since its listing, even in post-COVID travel market volatility. With targets to grow revenue by 30% annually, SDR continues to expand its global customer base across key regions. Its focus on increasing profit margins through innovation and automation supports ongoing value creation for shareholders.
Analysts see long-term upside in SDR as it penetrates more markets while maintaining disciplined operational control. Among cheap ASX shares, SiteMinder stands out due to its blend of technology, recurring revenue and strong execution.
VanEck MOAT ETF (ASX: MOAT) – Wide Moats, Narrow Risks
The VanEck Morningstar Wide Moat ETF is another top pick among cheap ASX shares for July stock picks. This fund targets high-quality US companies with sustainable competitive advantages or “economic moats”. To qualify, companies must offer enduring pricing power, cost efficiencies or intangible brand dominance for 20 years.
MOAT ETF includes firms like Estee Lauder, Boeing and Applied Materials, all evaluated for value by Morningstar. Buying this ETF on the ASX gives exposure to discounted global giants while staying compliant with local trading rules. It’s currently considered a cheap ASX share due to its valuation-driven strategy and efficient exposure to US equity markets.
Strong Historical Returns Support Confidence
Past performance isn’t everything, but it offers clues to potential future gains for disciplined investors. Over the past five years, MOAT ETF has delivered an average return of 13.3% annually, an impressive figure. This long-term growth underscores the power of value investing when paired with structural business advantages.
In contrast to speculative growth stocks, MOAT and SDR demonstrate consistent operational momentum and financial prudence. This is exactly what investors should look for when assessing July stock picks among cheap ASX shares. Quality, margin improvement and fundamental strength are crucial indicators in today’s rapidly evolving market landscape.
Competitive Advantages Drive Long-Term Growth
What makes these two options unique is their strategic focus on durable value creation over quick speculative gains. SiteMinder’s edge lies in its software efficiency, customer retention and data-driven improvements in hotel management. Its growth model is not reliant on hype but on solid product-market fit and expanding international demand.
Similarly, MOAT ETF is designed to capture firms with economic durability, even during financial or political volatility. Such competitive advantages help cushion risks, making both investments ideal for long-term portfolios in 2025. This supports the idea that cheap ASX shares, when carefully selected, can deliver market-beating outcomes year after year.
July Stock Picks Backed by Smart Strategy
Choosing the right cheap ASX shares in July involves looking beyond price tags to find resilient business models. Both SiteMinder and MOAT ETF show strong alignment with value investing principles and real-world market strength. These aren’t just short-term trades, but strategic entries into assets with proven track records and growth potential. SiteMinder’s focus on margin expansion and customer acquisition sets it apart from other tech plays on the ASX. Meanwhile, MOAT’s consistent returns and diversified exposure to global leaders offer low-cost, low-risk access to growth.
Also Read: ASX Penny Stocks Gain Traction as Investors Seek Undervalued Growth Opportunities
Summary
In July 2025, cheap ASX shares like SiteMinder and the MOAT ETF stand out for their growth potential and value appeal. Both offer strong fundamentals, clear competitive advantages, and consistent returns, making them smart picks for long-term investors focused on quality and strategic positioning in a shifting market.
