Equity Mates Investing Podcast
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Summer Series: Booktopia Group Ltd (ASX: BKG)
3 januari 2021 · 25 min
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Lees meer
Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community.
In this episode, we unpack Booktopia Group. Booktopia is Australia’s largest online book retailer (by market share approx. 6% by value of all book sales and 15% online book sales). In addition to books, they also sell eBooks, DVD’s, audiobooks, magazines, maps, calendars, puzzles, stationery, and cards.
In each episode we look at:
A company summary
The industry
Their competition
The outlook and future plans
Key financials
Valuation
For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them.
Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media chan…
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Summer Series: CSL Limited (ASX: CSL)
30 december 2020 · 29 min
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Lees meer
Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community.
In this episode, we unpack CSL - one of the market darlings on the ASX. CSL Limited is a global specialty biotechnology company that researches, develops, manufactures, and markets products to treat and prevent serious human medical conditions.
In each episode we look at:
A company summary
The industry
Their competition
The outlook and future plans
Key financials
Valuation
For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them.
Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Hosted o…
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Bonus Episode: Andy Taylor, Founder & CEO of Douugh
28 december 2020 · 34 min
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack. Lees meer
We've heard it so many times from all the experts we've spoken to - knowing about the management of a company is so important to making an investment decision. Through these conversations, we're hoping we can help you get some insight into how these founders and CEOs tick.
In this episode, we chat with Andy Taylor, the founder and CEO of Douugh.
At the time of recording, DOU was publicly trading on the ASX, but at the time of the release of this episode, it is in voluntary suspension, following the news it is looking to acquire a millennial-focused investment company.
Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Hosted on Acast. See acast.com/privacy for more infor…
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Summer Series: Douugh Ltd (ASX: DOU)
27 december 2020 · 21 min
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Lees meer
Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community.
In this episode, we unpack Douugh Ltd (ASX: DOU). Douugh is a fintech, looking to disrupt how people manage their money. At the time of recording, DOU was publicly trading on the ASX, but at the time of the release of this episode, it is in voluntary suspension, following the news it is looking to acquire a millennial-focussed investment company.
In each episode we look at:
A company summary
The industry
Their competition
The outlook and future plans
Key financials
Valuation
For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them.
Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here
*****
Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equit…
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Summer Series: Electro Optic Systems (ASX: EOS)
23 december 2020 · 24 min
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Lees meer
Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community.
In this episode, we unpack Electro Optic Systems (ASX: EOS). It's a company whose core business is in operating in defence contracting markets, the space sector and, communications.
In each episode we look at:
A company summary
The industry
Their competition
The outlook and future plans
Key financials
Valuation
For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them.
Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here
*****
Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Zip Co (ASX: Z1P)
20 december 2020 · 27 min
Welcome to the Equity Mates Summer Series of 202 brought to you by Superhero. Lees meer
Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community.
In each episode we unpack:
A company summary
The industry
Their competition
The outlook and future plans
Key financials
Valuation
For some of the companies, we've been lucky enough to get access to the CEO, where we take some of the tough questions straight to them.
To kick off the Equity Mates summer series, we’re starting with one of the ASX’s market darlings for 2020, Zip Pay. Part of the Buy Now, Pay Later sector, Zip is up over 70% year to date and up over 700% since changing its name in January 2018.
Superhero offers unlimited $5 trades on ASX-listed shares. For more information or to sign-up, head to their website here.
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Hosted on…
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EM Chat: Bold Predictions - Who Came Out On Top?
16 december 2020 · 28 min
Well, we made it to the end of 2020! What a crazy year! Lees meer
When we did our bold predictions back in January, if you'd told us we would see the fastest crash and then the fastest recovery in history, we'd have laughed you out of the room. But here we are.
In this episode, we go through our bold predictions of 2020, to see who came out on top.
Thanks for all of your support this year. We couldn't have done it without you. Stay tuned for the Summer Series - a deep dive into 12 Australian companies.
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Hosted on Acast. See acast.com/privacy for more information.
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EM Portfolio: Yearly Wrap For The Equity Mates Portfolio
13 december 2020 · 28 min
It's been 6 months since we launched the Equity Mates portfolio, so as we draw closer to the end of 2020 we wanted to review where it's at. Lees meer
In this episode, we take a look at the core portfolio, its performance, and review the current ETF structure. We also go through the winners and losers of the satellite portfolio, discuss the Bitcoin position, and what's to come in 2020.
If you'd like to make a stock pitch for the portfolio in 2021, feel free to hit us up through our social channels, our website or email.
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International
9 december 2020 · 52 min
Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management. Lees meer
Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US.
She worked at Lehman Brothers, Coatue Management and was Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York.
Qiao was a presenter at the 2020 Sohn Hearts and Minds conference where she pitched Shenzhou International.
In this episode, we discuss:
The incredible story of Qiao's first investment
What is was like working at Lehman Brothers during the GFC
The investing philosophy at Cooper's Investment
Why Asia is a focus for opportunity for Qiao
The investment thesis for Shenzhou International
Plus so much more!
If you'd like more information on Cooper Investors, click here.
If you'd like access to all the Sohn Hearts and Minds conference stocks, you can through the HM1 LIC.
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
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Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel con…
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ALL Your Broker Questions Answered
7 december 2020 · 2 min
Over three episodes, we’re going to be doing a Broker Basics with Superhero. We crowdsourced your questions from the Equity Mates Community and included a few of our own. We’ll be covering Lees meer
Fundamentals of Brokers
Choosing the right broker for you
Making a trade and managing your portfolio.
This is going to be your one stop shop for ALL of your broker questions. We’ve brought in an expert from Superhero to help us through it all.
Make sure you subscribe to Get Started Investing so you don't miss the launch!
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds | TDM Growth Partners
6 december 2020 · 43 min
This episode is a 'must-listen'. Lees meer
Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and Tyro Payments. He has significant experience in developing fast-growing software and FinTech businesses. Along with co-founders Tom Cowan and Ben Gisz, Hamish has overseen TDM’s incredible track record, delivering 20%+ returns over the past 15 years.
We were also joined by Rory Lucas who is the Chief Investment Officer for the ASX-listed company Hearts and Minds Investments (ASX: HM1). Hearts and Minds is a unique listed investment company that draws on the investing expertise of the Australian investing community to give back to charitable causes.
Hamish recently pitched at the Sohn Hearts and Minds Conference. It was an amazing pitch, where he put forward Slack as his high conviction stock.
We asked Hamish to join us, to unpack his thesis and the work he is doing at TDM and Hearts and Minds as a core portfolio manager. We also had Rory in to give us a wrap-up of the conference of 2020.
In this episode we discuss:
Rory's thought on the conference for 2020, and the themes that emerged
Hamish's journey in taking TDM from $1 million under management to over $1 billion
Why it's important for Hamish and TDM to participate in the Sohn Hearts and Minds Conference
The investment thesis behind Slack
Why he was 'sad' to hear about the Salesforce announcement
What other high conviction stocks are in the portfolio
Plus, lots more!
If you want to see Hamish's pitch, click here.
For more information on Hearts and Minds Investment, click here
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts…
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EM Chat: The Process Of Taking Plenti Through An IPO
2 december 2020 · 51 min
In 2020 we've focussed on the Initial Public Offering process, and have spoken with a few CEOs and founders who have gone through the process with their company. Lees meer
Recently you may have noticed our friends at Plenti (formally RateSetter) not only did a brand change, but they also listed on the ASX.
We brought in Ben Milsom (Chief Commercial Officer) and Glenn Riddell (Chief Operating Officer) to help us unpack the process they went through, and what is next for Plenti.
In this episode we discuss:
The background of Ben and Glenn, and how they both came to be co-founders of Plenti
What it was like inside the room when they decided they wanted to do an IPO
The process they went through to prepare for the IPO
The decision to rebrand
Why they've introduced a rate cap
What life is like in the public markets
Plus much more!
To celebrate Plenti funding $1 billion in loans, new investments in the 5 Year Income lending market until 23 December can earn up to 7.2% p.a. ! Read the PDS at www.plenti.com.au before investing.
T&Cs here: https://www.plenti.com.au/terms-and-conditions/5-year-christmas-bonanza/
See important information about returns and investing on the Plenti website. https://www.plenti.com.au/equitymates.
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial…
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EM Chat: Steven Mabb & The Australian Shareholders Association
29 november 2020 · 50 min
Steven is a director of the Australian Shareholders Association, a not for profit member based organisation, helping educate retail shareholders and advocate for them with listed companies and regulators. Prior to becoming a director of the ASA, Steven was a successful entrepreneur launching and scaling a footwear brand Vionic Group before being acquired in 2018. Lees meer
In this episode we discuss:
Steven's background in entrepreneurship
Steven's investing philosophy
The purpose and role of the Australian Shareholders Association (ASA)
The key focus areas of the ASA
The role of a company mointor
Plus, much more!
If you'd like more information on ASA, head to their website.
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Paul Wilson - Finding Opportunities In Australian Technology
25 november 2020 · 36 min
We last spoke with Paul in 2019, when COVID wasn't around, and the Australian technology sector was really picking up pace. We asked him back on the show because we wanted to know how he'd managed COVID, and what further investment opportunities it has presented Bailador. Lees meer
Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch).
Paul is co-founder and partner of Bailador - specialist investor in IT and Media. Paul is also Director of SiteMinder, Straker Translations, Stackla, the Rajasthan Royals IPL cricket franchise, and ASX listed Vita Group Limited.
In this episode, we discuss:
Why Paul invests
How Bailador navigated COVID
How they are now trying to find value and price companies
If Bailador's investing universe has changed
Where there might be new opportunities in the Australian technology sector
Trends to expect to see play out in 2021
Bailador is a specialist investor in media and technology. They're listed on the ASX under BTI.
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Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.
Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
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Have you just started your inves…
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Expert Investor: John Winters - Disrupting traditional brokers at Superhero
22 november 2020 · 34 min
There's been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian stocks and free trades for Australian ETFs, putting the more-expensive traditional brokers on notice. Lees meer
At Equity Mates, one of our official policies is 'we hate fees', so we love any company working to make markets cheaper and more accessible. So we sat down with the co-founder and CEO of Superhero, John Winters, to hear about his journey of starting Superhero and where he sees the company going.
If you want to learn more about Superhero, check out their website here.
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Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
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Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Jess Amir - Lessons From 2020 & The Outlook For 2021
19 november 2020 · 27 min
It was great to have Jess Amir back on the show. Jess is a Market Analyst at Bell Direct. Lees meer
We had Jess on in June 2020, and we invited her back to review her bold predictions, to share some lessons from 2020, and to provide us with some thoughts on what is to come in 2021.
in this episode, we discuss:
The bold predictions, and how they have stacked up
What Jess learnt about markets during 2020, and from COVID
Trends seen in 2020
Sectors to watch in 2021
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Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Bonus Episode: Meet Comedian V Economist
16 november 2020 · 20 min
Equity Mates Media is excited to be launching a new show for the Equity Mates Community. Lees meer
Comedian V Economist is everything you've wanted to know about the economy but are too bored to ask.
In this bonus episode, we sit down with the two hosts - brothers comedian Adam and Thomas the economist. We hear about the reasons for starting the show, their ambitions and what we can expect from the first couple of episodes.
Make sure you subscribe to the podcast by searching 'Comedian V Economist' in your podcast player now.
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Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
———-
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Portfolio: November Stock Pitches & Portfolio Update
15 november 2020 · 39 min
It's time for our November investment committee meeting, and what an episode we have. Lees meer
Once a month, we take everything we've learnt on the podcast and try and apply it to a hypothetical portfolio. Remember, we aren't experts and we are not giving advice. We just wanted to have a bit of fun and make our journey of investing public. So join us as we continue learning through our hypothetical portfolio.
In this month's portfolio episode we review both the core and the satellite portfolio and add a number of positions to the satellite portfolio.
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Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.
For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.
———-
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: David Prescott & Jack Trengove - Can value investing make a come back?
11 november 2020 · 48 min
Value investing is going through a rough time at the moment. Not since the heady days of the late 1990's has value so underperformed growth as an investment strategy. To discuss everything value investing we spoke to Lanyon Asset Management's David Prescott and Jack Trengove. Lees meer
David is the founder and Managing Director of Lanyon. He has over 18 years funds management experience across Australia and the UK.
Jack is an Equities Analyst at Lanyon. Prior to working at Lanyon, Jack was a professional AFL player for Melbourne and Port Adelaide.
Together they discussed the state of the value investing industry today. We also unpacked Lanyon's investing philosophy and their process for identifying and researching stocks and then managing their portfolios. Towards the end of the interview, David and Jack both shared some particular companies and sectors they're finding interesting at the moment.
For more information on Lanyon Asset Management, head to their website here.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Industry Deep Dive: Cloud 101
8 november 2020 · 1 uur 4 min
When Natalie Piucco reached out to us and pitched a deep dive on the Cloud industry, we couldn't resist. Lees meer
Natalie is a Cloud Technologist, and Equity Mates community member, and works at Google.
The Cloud industry is growing at a phenomenal rate, and is one that we were keen to understand more about, given the opportunities it presents to investors.
In this episode we cover:
Natalie's Cloud superpower
An intro to Cloud and the main players
The three main categories of Cloud
Benefits of Cloud
Investing in Cloud
Future trends
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Nick Griffin - Finding High Growth Companies
5 november 2020 · 41 min
Nick Griffin is the founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Has has extensive experience, and has been managing global long / short equity mandates for over 12 years. Lees meer
We were honoured to chat with Nick about his investing philosophy and process searching for growth companies.
Nick is also a conference fund manager for the Sohn Hearts & Minds conference in Australia, and will be pitching again in 2020. Nick pitched the Trade Desk (NASDAQ: TTD) at 2019 Sohn Hearts and Minds Conference which is up 150% (since pitched on 22 November 2019).
This was a fantastic interview, where we covered:
Where his research process starts?
How do you know when to enter and exit a stock when looking at it through a growth framework?
Does value mean anything - what do you say to people who look at the P/Es of Amazon, Afterpay etc and comment on valuation?
Discounted cash flow and his views on record low interest rates
Plus so much more!
We hope you enjoy this interview as much as we did. If you want to see more of Nick, a reminder you can buy tickets to the Sohn Hearts & Minds Conference to see his stock pitch, along with other fund managers. For 20% off the ticket price use HM1MATES
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast…
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EM Chat: Exciting News For Equity Mates!
1 november 2020 · 14 min
After 300 episodes and almost 4 years of Equity Mates, we're super excited to be able to say we're now going full-time! Firstly, a HUGE thank you to the Equity Mates community for the continued support. Without it, we wouldn't be able to take this opportunity. Lees meer
Our mission at Equity Mates is to make the markets accessible for the everyday investor. We're excited to be able to spend more time focussing on bringing you content and resources that will make your investing journey easier and more successful.
So watch this space!
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Tom Piotrowski - Key Investing Lessons From Years In The Markets
29 oktober 2020 · 39 min
Tom is a Market Analyst at CommSec, and a cult figure in the finance space, and we loved chatting to him. Lees meer
In this episode we cover:
Key pillars to building an investment portfolio
Common misconceptions beginners have about the sharemarket
Biggest lessons from COVID
Lessons from his conversations with some of Australia's best CEO's in his Executive Series
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Meet the Investor: Hamish Douglass on US Election, COVID and Magellan Portfolio
25 oktober 2020 · 1 uur 5 min
Hamish Douglass and Magellan Financial Group are having a moment. With strong returns and $100 billion in funds under management, there may be no fund manager more in demand than Douglass. Aside from Warren Buffett and Charlie Munger, Douglass may be the most requested fund manager from the Equity Mates community. Lees meer
While we are yet to get Douglass on the podcast, in this episode we've got the next best thing. Douglass recently did an update for Magellan investors that included a hour long Q&A on everything from the US election to the IPO of China's Ant Financial.
In this episode we feature Douglass' Q&A in its entirety, so you can hear from one of Australia's greatest investors.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Rory Lucas - Investing with Purpose
22 oktober 2020 · 48 min
Happy 300th episode Equity Mates! We've got a special episode for you to mark this awesome milestone. Lees meer
Rory Lucas may have the best job in Australian finance. As the Chief Investment Officer of Hearts & Minds Investments, he is responsible for taking some of the best ideas from the greatest investors in Australia and around the world and managing them in a listed investment company (ASX: HM1).
Hearts & Minds Investments is a unique listed investment company. It has been set up to support a variety of different charitable causes in Australia. The way it works? Every year, the best investors in Australia pitch their best investment ideas at the Sohn Hearts & Minds Investment Leaders Conference. Rory takes these ideas, invests in them through HM1 and instead of taking a management fee, every year 1.5% of the fund's assets under management are donated to charity.
This year the 2020 Sohn Hearts & Minds conference is taking place on 13 November 2020, so we thought this was the perfect time to sit down with Rory and learn more about the Hearts & Minds conference and listed investment company.
In this episode you will learn:
Rory's background in finance and his first investment
Rory's investing philosophy
The story of how the Hearts & Minds Conference started
How Hearts & Minds uses investing to support a number of charitable causes
The split of the Hearts & Minds portfolio between the core portfolio and conference portfolio
The six heavyweight Australian investors that manage the HM1 core portfolio
The conference process and how the stocks pitched get added to HM1
Some of the most notable companies pitched at previous conferences
How the plans for the 2020 conference have been affected by COVID-19
As a special offer for the Equity Mates community, we are excited to offer 20% off the ticket price for the 2020 Sohn Hearts & Minds Conference. This offer is only available for the first 25 Equity Mates to use this code, so get in quick!
How to claim this offer:
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EM Portfolio: Community Stock Pitches & October Buys
18 oktober 2020 · 46 min
It's time for our October investment committee meeting, and what an episode we have. Lees meer
As per the rules of the portfolio, we add to two ETFs in our core portfolio.
For our satellite portfolio, we hear two stock pitches from members of the Equity Mates community. Daniel and Euan both come on to walk us through stocks they believe will be great additions to the EM portfolio.
It was awesome to have them both on - and we encourage other members to submit their ideas as well via our social channels or email.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Rudi Filapek-Vandyck - Finding truly great, long-term businesses
15 oktober 2020 · 1 uur 4 min
We love innovators, and we love people that challenge the status quo. That's why we had such a good time chatting to Rudi Filapek-Vandyck. Lees meer
Rudi is founder and editor of FNArena - a site with some of the best research on Australian companies you'll find. Editor Rudi founded FNArena in June 2002, having successfully built up an online financial news service in the Netherlands. His active career extends beyond three decades, including as publisher of printed magazines and investigative reporter.
Rudi is a popular market analyst whose straight-shooting, common sense analysis and outside-the-box thinking has gathered a loyal following throughout Australia. He’s a regular commentator on Sky Business and a consultant to boutique investment firms. Rudi regularly travels around the country to share his insights and analysis live on stage with investors. He is the architect of the All-Weather Performers concept, providing regular updates for paying subscribers at FNArena.
In this episode, we discuss:
Rudi's story, and how he came to start FNArena
The impact of COVID on reporting season
The 'great debate' and what it means
Rudi's investing philosophy
The characteristics of great, long-term businesses
Plus, much more!
To read the full list of books Rudi mentioned, check out the post in the Equity Mates Facebook Group.
If you would like to try FNArena, and all the services they offer, mention EQUITY MATES in the comments box when you sign-up and Rudi will give you a 4-week free trial.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina…
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The Journey Of A Millennial Getting Into The Markets - Part 3
12 oktober 2020 · 27 min
Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Lees meer
Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as CommSec Pocket.
In this episode we check-in on Rohan after he's made his first investment, to discuss the idea of dollar-cost-averaging, portfolio construction, and to answer all of his questions.
Start small with CommSec Pocket. Download CommSec Pocket in the App Store or Play Store and get started today.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Deep Dive: Video Game Industry
11 oktober 2020 · 49 min
One industry that has been boosted by the COVID-lockdowns is the video game industry. With hundreds of millions of players around the world and some of the world's biggest companies looking for ways to get involved, this is a fascinating industry to review. Lees meer
We were joined by a member of the Equity Mates community, Ollie Powell, who took us through this industry in great detail. As we learnt in this episode, the video game industry is undergoing big structural changes and there will be some big winners and losers. By the end of this episode you'll have a good understanding of what is changing and where this industry is going.
In this episode you will learn:
Background on the industry
How virtual reality and augmented reality are being adopted
Some of the most popular titles for consoles, PCs and mobile
The impact of COVID on the industry
The growing industry for watching video game content
The outlook for the industry and how its changing
Some of the major companies involved in the industry
A few different ETF options
Read Ollie's written deep dive on the Equity Mates website here.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Andrew Brown - Finding Opportunities in 2020
8 oktober 2020 · 1 uur 5 min
2020 has been a strange year for markets. With so much happening and so much uncertainty, we turned to one of our favourite expert investors Andrew Brown to help make sense of it all. Andrew is the Executive Director of East 72, an Australian listed investment company, and is the investor we turn to when we are trying to understand what is happening in markets. Lees meer
In this interview we unpack a lot - from what is happening in US markets, what Trump's COVID diagnosis means for markets, Andrew's thoughts on the Buy Now, Pay Later sector and where Andrew is seeing opportunity in Australia's markets. Andrew is always ready with a contrarian take, and we're confident you'll be surprised by some of the companies he's watching and investing in.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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G.S.I | ETFs For Beginners
8 oktober 2020 · 5 min
We're about to launch our ETFs For Beginners series. Hear what it's all about and make sure you subscribe to Get Started Investing so you don't miss it. Lees meer
Hosted on Acast. See acast.com/privacy for more information.
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The Journey Of A Millennial Getting Into The Markets - Part 2
5 oktober 2020 · 44 min
Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Lees meer
Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as CommSec Pocket.
In this episode we unpack what Rohan can invest in and how. He's keen on ETFs and a few individual stocks, so we begin by understanding what is available on CommSec pocket, and how the options fit with Rohan's investing ambitions. By the end of the episode, Rohan actually makes his first investment!
Start small with CommSec Pocket. Download CommSec Pocket in the App Store or Play Store and get started today.
Hosted on Acast. See acast.com/privacy for more information.
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Portfolio Update | Ask Us Anything | ETF Competition
4 oktober 2020 · 33 min
As usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover: Lees meer
Investing under 18 years old
Choosing managed funds
Dual listed stocks
We also touch on the ETF competition, and go through some of the amazing entries that are coming in, and give you an update on the Equity Mates Hypothetical Portfolio.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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CEO Series: Orni Daniel - Co-CEO of Gefen Technologies on Going Public During COVID
1 oktober 2020 · 38 min
In this episode we were joined by Orni Daniel, the Co-CEO of Israeli Software as a Service (SaaS) business Gefen Technologies. Orni is currently guiding Gefen through the Initial Public Offering (IPO) process, with plans to list on the ASX by the end of 2020. Lees meer
We were particularly interested in how the IPO process has been affected by COVID-19 and why an Israeli company would choose to list in Australia, so we get into these topics amongst others in this interview.
In this episode you will learn:
Orni's background and how he came to co-found Gefen Technologies
What Gefen's SaaS product does and the problem it is solving
Orni's management philosophy and how he approaches leading Gefen
Gefen's growth story to date and why it decided now was the right time to IPO
Why Gefen chose to list on the ASX
How COVID affected the IPO process
What were some of the biggest learnings during the IPO process
For more information on Gefen, head to their website here.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Bonus Episode: GYG & The Ambitions Of Going Public
29 september 2020 · 38 min
In this episode we continue our exploration of Initial Public Offerings (IPO). In the last bonus episode, we got an in-depth understanding of the IPO process at TDM Growth Partners from one of the co-founders, Tom Cowan. We thought it’d be a great idea for Tom to talk us through a real life example of a company considering an IPO. Lees meer
We were pumped to have Steven Marks join us in the studio - the founder and CEO of Guzman y Gomez. It has been an ambition of Steven's to one day take GYG public, so we sat down with him to understand the journey of GYG, what about GYG made it an interesting investment for TDM, and Steve's thoughts about a potential IPO.
Again, this was such a fascinating interview - to have two passionate experts in the studio sharing their knowledge and stories was incredible and we hope you get something out of this interview.
For more information on TDM, and to receive their information-rich newsletter (seriously, it's awesome!), click here
Hosted on Acast. See acast.com/privacy for more information.
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Bonus Episode: Inside The IPO Process with Tom Cowan | TDM Growth Partners
28 september 2020 · 44 min
As a retail investor, we often don't get a lot of insight into what goes on behind closed doors when a company goes from being private to public, and is listed on the stock exchange. It is critical to get the process right, to set up a company, and its investors, for long-term success. Lees meer
Over the next two episodes we get a view inside the process TDM Growth Partners use when they help companies through an Initial public Offering. It's fascinating. To help us through it, we sat down with Tom Cowan.
Tom is a co-founder and member of the investment team at TDM Growth Partners. Tom, alongside his fellow partners Hamish Corlette and Ben Gisz’s, has grown TDM from $1m to over $1b in assets under management. Over the years, Tom has sat on the board of several ASX-listed companies and was the youngest Chairman of an ASX200 company.
TDM has helped some notable Australian companies through the IPO process - Pacific Smiles, Baby Bunting, Tyro Payments - so have plenty of experience to share.
We hope you enjoy this two-part series as much as we did recording it.
For more information on TDM Growth Partners, and to receive their information-rich quarterly email, click here
Hosted on Acast. See acast.com/privacy for more information.
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The Journey Of A Millennial Getting Into The Markets - Part 1
28 september 2020 · 34 min
Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We’re going to cover the basics, what he can invest in, answers all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Lees meer
Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as CommSec Pocket.
In this episode we address all the basic questions that Rohan has when it comes to starting his journey, from what broker to use, "what investment will make me the most money?", his investing goals plus much more. Rohan asks the questions that you also likely have.
Start small with CommSec Pocket. Download CommSec Pocket in the App Store or Play Store and get started today.
Hosted on Acast. See acast.com/privacy for more information.
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EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)
27 september 2020 · 35 min
This episode is a little different that usual. During COVID we started an 'Afternoon Beer Discussions' series on YouTube. The concept was simple - we'd jump on Zoom and discuss one topic over one beer. It was a chance for us to just chat about a topic that interested us and it was a little more informal that your usual Equity Mates podcast episode. We've just brought the series back to YouTube and wanted to share an episode for our podcast listeners to enjoy. Lees meer
In this episode we break down the state of the electric vehicle industry and what is happening with the three major US electric vehicle stocks - Tesla (NASDAQ: TSLA), Nikola (NASDAQ: NKLA) and Workhorse Group (NASDAQ: WKHS).
We are all witnessing a massive, structural change in the way cars and trucks are made. In response to climate change, petrol-fuelled, internal combustion engines are being replaced by electric and hydrogen-powered engines. The companies leading this change had enjoyed incredible share price performance to start 2020 (Tesla was up 480%, Nikola was up 673% and Workhorse was up 897%). However, the last few months have seen all of these stocks fall and lose at least a quarter of their value. In this episode we chat about what has happened and why all three companies have seen their share price fall recently.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Viktor Shvets - Future of humanity and impact on investing
24 september 2020 · 1 uur 21 min
This episode is a big one. Full of big ideas and a lot of thoughts about the future. We were joined by Viktor Shvets, Managing Director & Head of Asia-Pacific and Global Strategy at Macquarie Bank and author of 'The Great Rupture: Do we need to be free? Three empires, four turning points and the future of humanity'. Viktor has spent a lot of time thinking about the future of humanity and what that will mean for the economy and investors. Lees meer
In this episode we try and unpack it all and learn from his insight. We start with what is happening in markets today - COVID, expansive monetary policy and growing government debt - and then discuss where the world is going, and touch on everything from Modern Monetary Theory, Bitcoin, Artificial Intelligence and the future of work and political systems.
To purchase Viktor's book, click here.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Market & Watchlist Update With Julia Lee
21 september 2020 · 46 min
In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to get her views on: Lees meer
her major lessons from the COvID-19 crash
any permanent changes she's seeing as a result of COVID-19
reporting season highs and lows
buy now, pay later - when will it end?
stocks on Julia's watchlist
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Victoria Devine - Lessons on Personal Finance & Investing
17 september 2020 · 57 min
For this episode, we were joined by financial advisor and fellow podcaster Victoria Devine. Victoria is the co-founder of Zella, a financial advice business based in Melbourne, and founder of She's on the Money, a financial education platform empowering women with the tools and confidence they need to change their financial situations. Lees meer
As an expert on personal finance, Victoria shared plenty of important lessons on budgeting, cash flow and getting your finances in order. We also heard about the journey of She's on the Money and how a Facebook group designed for women to discuss personal finance has grown into an 80,000-strong community and a top rated podcast and education platform.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Portfolio: Stock Pitch - Salesforce (CRM)
13 september 2020 · 42 min
It’s time for another investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear Bryce's first stock pitch. Lees meer
Bryce has chosen one of the large software companies over in the States - Salesforce (CRM).
For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio webpage here.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Rory Cunningham - Lessons from the 2020 ASX Investor Study
10 september 2020 · 39 min
Every year, the ASX survey Australian investors to take the pulse of the Australian investment community. They look at who's investing, what they're focusing on and trends that are emerging throughout the investor landscape. The ASX have just released their 2020 study and we were joined by Rory Cunningham to discuss what they found. Lees meer
Rory is the Senior Manager of Investment Products at the ASX. He is responsible for expanding the range of investment products that are available on the ASX and for making these products more accessible to investors throughout Australia. Prior to joining the ASX, Rory held positions at Fidelity Investments and Perpetual Investments. He has a Bachelor of Commerce and an MBA from the University of Sydney.
In this episode we cover:
What is the ASX Investor Study
How it is done, and how COVID affected it this year
The key lessons from the 2020 edition of the ASX Investor Study
Some of the key trends that are emerging amongst Australian investors
Why Australians are investing
How investor behaviour has changed during COVID
How Rory expects investing trends to evolve over the coming years
You can read the full 2020 ASX Investor Study here.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Deep Dive: Cyber Security
7 september 2020 · 34 min
In today's episode we take a look at the fast growing cyber security industry. There's a lot of reasons to like this industry. With more and more of our infrastructure being electrified, and everything from our jobs to our social lives moving online, cyber security has never been more important. In the coming years, the internet of things will connect everything from our fridge to our car, and the advent of machine learning and artificial intelligence will only accelerate this trend. Lees meer
With this context in mind, protecting critical infrastructure and networks has never been more important. There are a number of great companies (with not so great names...) that offer cyber security services to governments, businesses and individuals. In this deep dive we take a look at the industry, some of its key attributes and how you can invest in it.
In this episode you will learn:
The context for the cyber security industry
Some of the common cyber security risks
The story of notable cyber attacks
COVID's impact on the cyber security industry
Why Bryce hates the name of many cyber security companies
How you can conceptualise the different players in the cyber security industry
The options to invest in cyber security - ETFs, cyber-related stocks and cyber security stocks
Some of the key risks to investing in the cyber security industry
For more, check out the cyber security deep dive on the Equity Mates website.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more inform…
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Expert Investor: Lyn Alden - Bitcoin, the US Dollar & The Fed
3 september 2020 · 48 min
The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing 'whatever it takes' to keep the markets and economy stable, the Fed has printed money at rates never seen before, with much of it ending up in financial markets. Lees meer
To help us understand what the long-term implications of this policy setting will be, we spoke to Lyn Alden, an expert on macroeconomic issues with over 15 years experience in investment research. Lyn's work has been editorially featured or cited on Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, Huffington Post, and she has appeared on Real Vision, The Investor’s Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.
In this episode we cover:
Lyn's personal investing philosophy
How she explains what has happened in financial markets since COVID
The US government's fiscal response and what it means for US government's debt
How the US will manage its debt (now over 100% of GDP)
Whether the US dollar will hold its status as global reserve currency
The Federal Reserve's monetary response to the COVID crisis
The long-term implications of the Fed's $7 trillion balance sheet
What discount rate Lyn uses with interest rates at historic lows
Why Lyn is bullish on Bitcoin
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Medi…
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EM Portfolio: Listener Stock Pitch - Citadel Group
30 augustus 2020 · 28 min
Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week's episode, we welcome Ben, from University Of Western Australia Student Managed Investment Fund, for the first listener stock pitch! Lees meer
Ben and the team have spent time analysing Citadel Group Ltd (ASX: CGL), so we invited him on to pitch the stock for the Equity Mates Satellite Portfolio.
For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio webpage here.
This is not a buy, hold or sell recommendation. The purpose of this portfolio is to learn about others ideas and processes of investing.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Owen Raszkiewicz - Software and Small Caps
27 augustus 2020 · 54 min
In today's interview, we sat down with founder and lead investment analyst at Rask Invest, Owen Raszkiewicz. Owen is an expert in small cap investing and the founder of two successful investing podcasts - The Australian Investors Podcast and The Australian Finance Podcast. Lees meer
In this interview we unpack Owen's investing philosophy and then go deep on two particular areas of the Australian market - small caps and software stocks.
In this episode you will learn:
Owen's investing philosophy, including his 10 rules for investing
His thoughts on COVID's effect on the markets
What the recent ASX reporting season has taught him
Why Owen focuses on small cap companies
The reason why software companies offer particularly attractive investment opportunities
Resources discussed:
Rask Invest's courses (with Equity Mates listener discounts)
The Rask Invest philosophy
Owen's value investing program
Owen's YouTube presentation on Xero & his investment philosophy
ASX software stocks (Owen's articles):
10 largest software/tech stocks on the ASX
10 software stocks under $1 billion market cap
10 software stocks under $500 million
Australian Finance Podcast
Australian Investors Podcast
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Portfolio: First Investment Committee Meeting
24 augustus 2020 · 29 min
It's time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch. Lees meer
To kick it off we discuss a stock that has performed particularly well over the past few years - Magellan Financial Group (ASX: MFG).
For more information on the Equity Mates Hypothetical Portfolio - head to our Portfolio webpage here.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Chat: ASX Reporting Season - Winners & Losers
20 augustus 2020 · 35 min
Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they've been going, and in August every year the majority of Australian companies report their full year results. Lees meer
So we've taken some of our favourite names and discussed their results on today's podcast. We also discuss our overall impressions of FY20 earnings season and what we've learnt so far.
In this episode you will hear us discuss:
Coles (ASX: COL)
JB Hi Fi (ASX: JBH)
Kogan (ASX: KGN)
Baby Bunting (ASX: BBN)
Breville (ASX: BRG)
Magellan (ASX: MFG)
Woodside (ASX: WPL)
Transurban (ASX: TCL)
Treasury Wine Estates (ASX: TWE)
SCA Property Group (ASX: SCP)
GPT Group (ASX: GPT)
Charter Hall WALE REIT (ASX: CLW)
Altium (ASX: ALU)
For more details and analysis on the Australian earnings season, head to FNArena, and use EQUITYMATES to get a 4-week free trial.
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Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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ASK THE EXPERTS: ETF Q&A Special w/ BetaShares
16 augustus 2020 · 58 min
This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam. Lees meer
The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of the night are below:
Building an ETF Portfolio
[5:03] What is an ETF
[7:30] With so many ETFs available, it feels like I’m picking stocks - how should my ETF process begin?
[12:09] How do you choose what ETF is right for you?
[14:36] What is your opinion on ETFs overlapping - index vs industry etc
[16:47] How many is too many ETFs?
Comparing ETFs
[18:47] Other than management fees what are other factors to consider when comparing ETFs
[21:55] How do you/should you try to ‘value’ an ETF like a normal stock?
[26:07] What are some of the common risks associated with investing in ETFs; what can I implement to reduce these risks?
International ETFs: currency hedging, tax
[28:55] International ETFs overview – can link in broader tech exposures
Why it’s good to pick a locally domiciled product (W8 ben forms etc)
[34:00] What is currency hedging, and what is it used for?
LANCE ASKED - [38:37] The great Michael Burry and journalists have been reporting we’re in an ETF bubble. Whilst ETFS make up 90% of my portfolio I’m a little hesitant to continue down this path when I hear things like this.
KIERAN ASKED - [42:08] What are some of the ETFs BetaShare is looking to bring out in the next year?
DANIEL ASKED - [46:04] Are ETFs liquid enough if you need to exit?
SIMONE ASKED - [47:20] Sneakers Vs. Shares: What differences is there when trading the physical (kicks/cars/collectables) and the digital? P.S. best recent pickups for sneakers (read this part out)
SCOTT ASKED - [49:48] If the ETF tracks the ASX 50 and I invest $50, is it $1 into each company equally?
CHRIS ASKED - [51:05] How does rebalancing happen with ET…