Equity Mates Investing Podcast
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Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio
11 maart 2020 · 50 min
Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hosting Meaningful Money - a podcast, and education platform, to help 'make sense of your money'. Lees meer
This is an awesome episode - one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a mindset, and sticking to it. Pete talks us through some of the strategies that he encourages his clients to use, to build wealth over a long period of time - using passive, multi-asset investments.
We also touch on:
The main pillars of a portfolio you would establish for a 22 year old to add to over time
The FIRE movement
Using leverage as a millennial
Reinvesting income
Goal setting, and using stocks to achieve them
Common biases that people should avoid
We asked the Equity Mates community for questions for Pete, and have asked them throughout the interview.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Julia Lee - Mastermind #6
8 maart 2020 · 44 min
We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it with the group. We also take the opportunity to get Julia's thoughts on the coronavirus and the effect that they're having on markets. (Important note: this episode was recorded on 24 February 2020. This was at the start of the market falls we have seen since). Lees meer
This month, the stocks discussed are:
Lend Lease (ASX: LLC)
JB Hi-Fi (ASX:JBH)
Clover Corp (ASX: CLV)
Please remember: Stocks discussed in this episode are not Buy/Hold/Sell recommendations. We are not aware of your personal financial circumstances and you should not trade on the back of any discussions you hear. When you invest your own money is at risk, do your own research, speak to your own adviser, and never blindly follow what you hear in the media.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Roger Montgomery - Lessons From 30 Years Investing
4 maart 2020 · 50 min
Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that his investing journey started by exporting goat meat with a friend at university! Lees meer
Since then, Roger has gone on to craft his skills as a value investor over the last 30 years. He is the founder and Chief Investment Officer of Montgomery Investment Management, and preciously held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
We were honoured, and excited, to have Roger join us, to unpack some of his major stories, lessons, and strategies of his time in the markets.
In this episode you will learn:
How Roger came to be exporting goat meat at Uni
The key elements to Roger’s investing philosophy
The importance of learning to value a business and how to think about market prices
Why Roger focuses on Australian equities
Roger’s outlook for 2020
If Equity Mates received an invite to the Montgomery [Private] Fund
Roger was the Emerging Fund Manager of the Year 2016, and is author of best seller Value.Able: How To Value The Best Stocks And Buy Them For Less Than They Are Worth
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Bonus Ep: Coronavirus - Investing in a Panicked Market
2 maart 2020 · 19 min
The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in context, the fall in the American market last week was the fastest since the Global Finance Crisis. Lees meer
So what to do when the market is panicked? When prices are falling? When there is so much uncertainty around what comes next?
In this bonus podcast episode we break it all down, and:
Discuss what has happened over the past week in major markets
Put the coronavirus in the context of previous disease outbreaks
Share our personal strategies on how we're managing our portfolios
Touch base with some expert investors to get their thoughts
Discuss the share price performance of some individual companies
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Chat: What to Watch For in Reporting Season
1 maart 2020 · 26 min
Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at different points every year the business lets its owns (us) know how its going. Lees meer
In America most companies report quarterly (i.e. 4 times per year) and in Australia it is generally every 6 months (i.e. twice per year). As most Australian companies follow the financial year calendar (July to June), companies report their First Half Results (July to December) in February and then Full Year Results (July to June) in August.
As we're right at the end of this February reporting season, we thought we'd release an episode sharing what we've been watching and how we approach reporting season. We also update on some themes and companies that caught our eye this time around.
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Paul Wilson - Finding Gems Of Australian Technology
28 februari 2020 · 50 min
We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, 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 conversation we explore:
Paul's personal background, including how he became to be a Director of the Rajastan Royals IPL team
The difference between venture capital and private equity
What 'growth-stage investment' means
The process Paul goes through at Bailador to find some of Australia's best technology companies
The dynamic of being a publicly-traded VC
Some of the major success stories of Bailador
Trends in the VC industry
Plus much much more
Investing is a lifelong journey, and you shouldn’t feel like you need to know everything to begin. If you have a question, hit us up on our Facebook Discussion Group, or our forum online.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Chat: Ask Us Anything | February
23 februari 2020 · 26 min
Each month we do an Ask Us Anything episode, where we take some of the top questions from our forum, and answer them on the show, so everyone in our community can benefit. Lees meer
In this episode we answer questions around:
What we're looking for in this earnings season
Micro-investing apps
How ETF pricing works
Diversification vs compounding
Investing is a lifelong journey, and you shouldn't feel like you need to know everything to begin. If you have a question, hit us up on our Facebook Discussion Group, or our forum online.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Investing In A Low-Interest Rate World - Daniel Foggo
20 februari 2020 · 37 min
In a world of ultra-low interest rates, it can be difficult to find ways to make your money work for you. That's why we're pretty excited to speak to Daniel Foggo, the CEO of RateSetter. Lees meer
This is the second time we've had Daniel on the podcast and its exciting to see how much RateSetter has grown since we've last spoken.
RateSetter is Australia's leading technology-powered lending platform, connecting Australians with money to lend with Australians that are looking to borrow. Through their use of technology, they are able to offer a better interest rate than traditional banks.
To date they have connected 20,000 investors with 50,000 borrowers. If you're interested in giving RateSetter a try, we've partnered with them to offer Equity Mates listeners a $20 bonus if you invest $100 before 31 March 2020.
To sign up to invest go to RateSetter.com.au/equitymates
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Matt Leibowitz - What's Hot, What's Not to Kick Off 2020
16 februari 2020 · 33 min
In this episode we speak to regular guest Matt Leibowitz, the co-founder of online brokerage platform Stake. To kick off 2020, we ask, 'what's hot and what's not?' in financial markets. Lees meer
Nothing has had a hotter start to the year than Tesla, and we discuss the electric car stock in this episode. We also continue our work making bold predictions and Bryce & Ren go head-to-head in a bit of a quiz.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Investing In Companies Of The Future | Chris Wheldon
12 februari 2020 · 41 min
In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs). Lees meer
We began the mini-series with Emma Kirk - a key account manager at Magellan - explaining the differences between LICs and LITs. Now, we're going deeper to explore the portfolios and fund managers of some of these companies.
To kick us off, we sat down with Chris Wheldon - an incredibly intelligent, focused and patient Portfolio Manager of Magellan's High Conviction Fund. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'.
They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'.
In this episode you will learn:
How Chris' career took him to New York
The concept of a 'high conviction fund'
What it means to invest by looking through the windshield
The importance of patience
What is appealing about Starbucks
The research process for Chris' fund
Plus much, much more!
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Mastermind | Picking Stocks W/ Julia Lee
10 februari 2020 · 39 min
We're excited to say that we are back with the first Mastermind episode of 2020. After a short break, we once again sit down with Julia Lee - Chief Investment Officer at Burman Invest - to pitch stocks to each other. Lees meer
Julia is an expert in Australian equities, and this is one of our favourite segments of the show, as we get a real insight into how she thinks about stocks and goes about her process of selection.
In this episode we pitch 2 Aussie stocks and one international. Remember, this is not a buy, hold or sell recommendation.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Understanding LICs and LITs with Magellan Financial Group
5 februari 2020 · 40 min
Post-GFC index investing, through ETFs, has become very popular and it's something we speak a lot about on the show. There has also been a lot of chat about 'the age of active management being over'. Lees meer
However, we believe there is certainly a strong role that active management can play in your portfolio, and by popular demand from our community, we're going to explore active management through Listed Investment Companies, and expose you to some of the many amazing money managers in Australia.
To kick off our mini-series, we're starting with one of the best money-managers in Australia - Magellan Financial Group. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'.
They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'.
To help us understand what an Listed Investment Company (LIC) is, vs a Listed Investment Trust (LIT) vs Active & Passive ETFs, we sat down with Emma Kirk, who is a Key Account Manager at Magellan.
In this episode you will learn:
Differences between LITs vs LICs vs Active ETFs & the benefits/costs of each type
Difference between listed and unlisted funds
What the saying 'an inch wide and a mile deep' means at Magellan
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Chat: Our Stock Of The Year Picks For 2020
2 februari 2020 · 20 min
It's that episode of the year - our Stock Of The Year competition. Each year, we both choose a company, and back it in to outperform the other over the year. Lees meer
With Bryce winning the previous two years, Ren has put in a compelling pick for this year, and will be looking a strong start. Both stock picks fall within Consumer Discretionary, so could come up against some macro headwinds throughout the year.
In this episode we explain what our choices are, and why we have decided to back them in for the year. There's a beer on the line for the winner!
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Andrew Brown's Bold Predictions for 2020
29 januari 2020 · 1 uur 13 min
We're a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Executive Director of East 72 Holdings, to join us to make some of his own. Lees meer
In this episode learn why Andrew predicts:
Australia will be in recession by end of 2020
There will be one interest rate cut by the Reserve Bank of Australia
The ASX 200 will break through 7100 but finish the year lower than the start of the year
ANZ Bank (ASX: ANZ) will outperform the other Big 4 Australian banks
There may be some mergers in the banking sector - most likely involving Suncorp (ASX: SUN), Bank of Queensland (ASX: BOQ) or Bendigo and Adelaide Bank (ASX: BEN)
Gold will have a resurgence
S&P 500 will finish the year lower than where it started
Volatility will rear its head in 2020
Sydney Roosters will 3-peat will another NRL premiership in 2020
If you want to review our 2020 bold predictions, or see how we did in past years, check it out here.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Chat: We're Back For 2020 With Some Bold Predictions
26 januari 2020 · 28 min
After a short hiatus over the summer months in Australia, we're incredibly excited to be returning for the first time in 2020. Lees meer
As always, we kick off the year with our bold predictions for what's to come - covering the markets, economies, and of course the AFL.
Some predictions include:
We will see a company with a $2 trillion market cap
AirBNB will be the biggest IPO in 2020 (measured as biggest gain from IPO price for companies over $1 billion market cap)
Private equity will stumble
Australia's GDP growth will be less than 1.75%
India will be the star stock market performer - outperforming major markets US, Aus, Japan, Brazil, China, Euro
Residential property prices will experience +10% gains in both Sydney and Melbourne
With a beer on the line for each bet, we're looking forward to seeing these play out during the year.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Digital Wine Ventures (ASX: DW8)
22 januari 2020 · 16 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. Lees meer
We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.
For this episode we are unpacking Digital Wine Ventures (ASX: DW8). Digital Wines is a micro cap company looking to simplify the direct-to-customer wine supply chain. Essentially they provide warehousing and distribution services for small vineyards. In theory, it allows these vineyards to access more customers and for customers, it broadens the range of wines they can purchase and will reduce lead times. In this episode, we unpack the company and discuss whether we think that theory will hold as the company develops.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Nearmap (ASX: NEA)
19 januari 2020 · 22 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. Lees meer
We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.
For this episode we are unpacking Nearmap Limited (ASX: NEA). This company provides frequently-updated, high-resolution aerial imagery across Australia, New Zealand, the United States and Canada. They operate in this fascinating niche, servicing companies that find satellite imagery insufficient. The company was a great investment in 2019, at one stage up 164% for the first half of the year and still finishing the year over 50% up.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Gage Roads Brewing Co (ASX: GRB)
15 januari 2020 · 23 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. Lees meer
We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.
For this episode we are unpacking Gage Road Brewing Company. Australia's largest independent brewer, Gage Road is competing in the highly-competitive and heavily-concentrated Australian beer industry. With some recent acquisitions, including Matso's Ginger Beer, we look at Gage's prospects and question whether they are ready to compete with the brewing giants - Coopers, Asahi and Kirin.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Fluence Corporation (ASX: FLC)
12 januari 2020 · 23 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Lees meer
For this episode we are unpacking Fluence Corporation, a company on the cutting edge of water treatment and reuse. The problem this company is trying to solve is huge - 75% of the world's population is currently experiencing water shortages and 80% of the world's wastewater is released without treatment. These are both massive problems to solve. In this episode we unpack whether Fluence could be the one to solve them.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Volpara Health Technologies (ASX: VHT)
8 januari 2020 · 17 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Lees meer
For this episode we are looking at a Volpara Health Technologies (ASX: VHT). This company is on the forefront of breast cancer analytics and diagnostics and is trying to both (1) win the scientific argument over its techniques and (2) create a successful business.
In this episode we:
discuss what the company does
unpack the scientific debate around Volpara's technology
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Dexus Property Group (ASX: DXS)
5 januari 2020 · 21 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Lees meer
For this episode we are looking at a Real Estate Investment Trust - Dexus Property Group. We unpack what a REIT is, and discuss the $31.8 billion worth of property that Dexus manages. We also discuss some of the unique financial metrics you can examine when researching REITs and why they matter.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Appen (ASX: APX)
1 januari 2020 · 20 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Lees meer
For this episode we are looking at one of the hottest stocks on the Australian market, one of the fabled WAAX stocks - Appen. The company sells data sets to train artificial intelligence and machine learning algorithms and has seen their share price rise 85% in 2019.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Rectifier Technologies Limited (ASX: RFT)
29 december 2019 · 20 min
We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Lees meer
Today we look at Rectifier. Rectifier specialises in developing and manufacturing high reliability and high efficiency power conversion products.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown key elements of their operations
get a history lesson from Ren
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Avita Medical Ltd (ASX: AVH)
25 december 2019 · 14 min
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Lees meer
AVITA Medical is a publicly listed, global regenerative medicine company that provides a novel approach to skin regeneration.
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown some key elements of their business model
have a crack at a valuation
close with a fun fact Want more?
Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)
22 december 2019 · 21 min
This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Lees meer
First to go under the microscope is Washington H. Soul Pattinson and Co (ASX: SOL). Its origins are in owning and operating Australian pharmacies, however, WHSP has expanded beyond pharmacy and today has a much broader investment portfolio encompassing investments in natural resources, building materials, telecommunications, retail, agriculture, property equity, investments and corporate advisory
In this episode we:
discuss what the company does
take a look at their financial position and financial summary
breakdown their key holdings
have a crack at a valuation
close with a fun fact
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
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Expert Investor: Tobias Bucks - Searching the World for Surprising Companies
19 december 2019 · 48 min
In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks - portfolio manager for Ausbil Investment Management's global small caps fund. Lees meer
In this interview we unpack why Toby prefers small companies and how he analyses potential investments. The best part of this interview was hearing Toby explain some of the companies he had invested in. We go deep and understand what he was seeing in these companies and what the results were.
So if you want some really practical lessons from one of the best in the business, or you want to know which company Toby sees as the "next Google" then listen in.
More information about Toby, his fund and Ausbil Investment Management can be found on Ausbil's website here.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Chris Judd - Micro Caps from a Major Name
15 december 2019 · 37 min
In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd. Lees meer
Most Australians will known Chris for his exploits on the football field, ending his career as an all-time legend. Fewer Australians will know Chris for his career post-football. That is what we get into in this conversation.
Chris has established himself as a notable micro-cap investor. Micro-cap's are smaller than small caps - the smallest of the small public companies. In this episode we unpack how Chris got interested in this area of the market and how the investing process differs from investing in bigger companies. At the same time, Chris also hosts an investing podcast and YouTube series (links below), and we unpack the lessons he's learnt speaking to some of Australia's best fund managers.
In this episode you will learn:
How Chris got interested in investing and balanced this interest with playing footy
Why Chris banned himself from reading the AFR on game day
The definition of a micro-cap stock
How the Australian micro-cap sector compares to the rest of the world
Chris' process for investing in micro-cap stocks
The lessons Chris has learnt from interviewing some of Australia's best fund managers
Any traits he's noticed that are common amongst them
Stocks & Resources Discussed:
Chris' series Talk Ya Book - YouTube & Website
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Matt Griffin - Small Caps, Large Returns
12 december 2019 · 39 min
Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies. Lees meer
In this interview we talk about the opportunity that exists in investing in small caps and how Matt got interested in investing in them. We discuss his investing process, including how his research takes him around Australia (and to more than a few mines!). Matt also explains his company valuation process and gives us an idea of when he finds different valuation methods most useful.
There are a lot of exciting stocks in the smaller end of the market, and this episode is an introduction into this world.
To get involved in the Equity Mates community - visit our socials and website here.
Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Tips & Tricks: Introduction to Valuation
8 december 2019 · 24 min
Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock? Lees meer
Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode we break down what we've learnt over the past 3 years of this podcast.
In this episode you will learn:
The different types of value investors talk about: enterprise value, book value and market value
The difference between relative valuation and absolute valuation
Different methods of relative valuation - price-to-earnings, price-to-sales and price-to-book
The theory about absolute valuation
Three methods of absolute valuation we won't be discussing (but you're welcome to Google if interested)
Discount cash flow (DCF) - what it means and what you need to know
Reverse DCF - a twist on your discount cash flow
The effect that changing your assumptions can have on your valuation (a.k.a why you need to take the price you get with a grain of salt)
Roger Montgomery's valuation method in his book Value.Able
Resources Discussed:
Equity Mates Reading List - Including Value.Able by Roger Montgomery
GuruFocus Website
To get involved in the Equity Mates community - visit our socials and website here.
Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Andy Hart - Managing risk and making smart decisions
5 december 2019 · 53 min
In this episode we head across the world and speak to our first UK-based guest. Andy Hart is a financial advisor and founder of Maven Money, one of the UK's leading personal finance media platforms. Lees meer
We talk about the financial advice industry in the UK, how investors should manage risk and how we can all make smarter decisions. In particular, we talk about cognitive biases and the steps investors can take to avoid them.
Andy also left us with two of our favourite quotes:
"People make 30 year investment decisions based on 13 minutes of news"
"Human nature is a failed investor"
For more information on Andy, check him out at https://www.mavenadviser.com/
Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year
2 december 2019 · 35 min
As 2019 is drawing to a close, and the Equity Mates team look to have a break (don't worry, we've got some cracking eps lined up for summer), it's time to review the all-important 2019 bold predictions that we made at the start of the year. Lees meer
With a beer for each correct prediction on the line, the stakes could not be higher. Who will come out on top?! In this episode, we go through each prediction, to find out the results.
We also review our Stock Of The Year competition - Costa Group vs Baby Bunting. And finally, we wrap the episode by randomly choosing 10 companies from the list of stocks submitted by the Equity Mates community, to deep dive into for our Summer Series. (This is not the last episode for the year, but we have some epic interviews coming, that we want to release prior to Christmas, so stay tuned - we're not going anywhere!)
Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Expert Investor: Paul Benson - Financial Autonomy
28 november 2019 · 1 uur 3 min
In this episode we're joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate about helping Australian's achieve financial independence. Lees meer
This episode is a little different. Rather than a straight interview - we turn the mic's around and have a broader conversation with Paul. We talk about the goal of achieving financial independence and the choices people need to make early to get there.
For more information on Paul, check him out at https://financialautonomy.com.au/
Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
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Your Questions: Ask Us Anything - November | Trading Alerts, Ethical Investments and Retirement Goals
25 november 2019 · 24 min
Last episode of the month means we answer your questions. Tune in as we answer everything from how you can set up trading alerts to how you can set up your retirement. From thinking about ethical investing to thinking about ETF risk. Lees meer
We also answer the age old question - where in the world is Julia Lee.
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Classic Ep: Tobias Carlisle - A Strategy to Beat Buffett | Deep Value Investing
21 november 2019 · 56 min
With Ren off in Fiji, we've decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. -------- Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him about the release of his latest book The Acquirers Multiple that distills a lot of his key concepts into one easy-to-read book aimed at non-investors. In this interview you will learn: • The strategy Tobias uses that when backtested actually beats Warren Buffett and Joel Greenblatt's strategies • How Tobias made the change from a lawyer in Queensland to a value investor in California • Why deep value investing has stood the test of time • The idea of 'broken legs' and how Tobias eliminates them from his thinking • How the Australian market compares to the rest of the world Stocks and Resources Discussed: • Books (click links for more information) • The Acquirers Multiple - Tobias Carlisle • Deep Value - Tobias Carlisle • The Little Book that Beats the Market - Joel Greenblatt • The Snowball: Warren Buffett and the Business of Life - Alice Schroeder • What Works on Wall Street - James P. O'Shaughnessy • Security Analysis - Benjamin Graham & David L. Dodd • The Intelligent Investor - Benjamin Graham • Stocks Mentioned: • Sina Corporation (NASDAQ: SINA) • Wibo Corporation (NASDAQ: WB) • Snap Inc. (NYSE: SNAP) • Amazon.com Inc. (NASDAQ: AMZN) -------- Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Classic Ep: How to avoid being eaten by a lion w/ Meir Statman
17 november 2019 · 58 min
With Ren having to duck off to Fiji last-minute, we didn't want to risk a dodgy internet feed from his beach-side bungalow. So we've dusted off an old, all-time classic episode that we thoroughly enjoyed. It's an interview with Meir Statman - an expert in behavioural finance. We can't talk about this stuff enough. Understanding how your emotions work in relation to markets, and how they can impact your decision making, is vitally important, and very hard to master. We hope that by revisiting this episode, it refreshes your thinking when it comes to identifying, and controlling, cognitive bias. Old episode notes below: The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman - an expert in behavioural finance, and understanding how investors think. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave." The questions he addresses in his research include: What are investors' wants and how can we help investors balance them? What are investors' cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency? In this episode you will learn: • The difference between a rose, a watch and a stock • The major cognitive bias that investors fall victim to, and how to avoid them to improve… Lees meer
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Expert Investor: Warren Buffett's 6 Rules Of Investing
13 november 2019 · 33 min
Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process. However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what he has to say has been turned into classic one-liners, such as "Rule #1: Don't lose money. Rule #2: Don't forget rule #2." These are thrown around so often that sometimes they can lose meaning. In this episode, we listen to 6 rules of investing from Warren, and then discuss what they practically mean for us as investors, and how we can incorporate them into our thinking and practice. The rules we explore: • Buy below intrinsic value • The importance of temperament • Study the business, not the stock price • Don't give into hype • Only buy what you understand • Don't over-complicate it! Stake now have Warren's company - Berkshire Hathaway - Class A shares available on their platform. They're giving away $1000 to new and existing members, to celebrate. If you want to buy a fraction of the $440,000 stock, and join the exclusive club, then head to https://hellostake.com/ and use the code 'EQUITYMATES' to let Stake know we sent you. Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Trading Talk: Where Are They Now? | Hypothetical Portfolio Update
11 november 2019 · 21 min
Right back at the beginning of Equity Mates we started a 'Stock of the Week' segment and used it as an opportunity to start building a hypothetical portfolio. Now we know paper trading is nothing like the real thing, but the portfolio was designed to help us practice our research process, try new things, and share it with you all! In this episode, we take a trip down memory lane. Despite taking the portfolio offline, we've kept it running in the background to see how it would perform. A lot has happened in markets over the last 3 years, so we review each of the stocks that we put into the portfolio, why we did it, and take a look at where they are now. There are a few lessons to be learned...! Stocks discussed: • Gateway Lifestyle Group • PM Capital Global Opportunities Fund Ltd (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Afterpay Touch Group Ltd (ASX: APT) • Australian Equities Bear Hedge Fund (ASX: BEAR) • NASDAQ 100 ETF (ASX: NDQ) Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Expert Investor: Matt Leibowitz - What's Hot, What's Not in America
7 november 2019 · 38 min
Home country bias (where you only buy stocks in your home market) is an important trap to avoid. Australian investors in particular need to break out of the ASX bubble. The opportunity set is just so much larger overseas (Australia represents ~2% of the global share market). So in this episode we set out to understand what stocks are being bought and sold in the world's largest share market - the USA. To help us with this, we were joined by the founder of Stake, Matt Leibowitz. Stake offers brokerage-free trading of US markets for Australians, which means he has great insight into what Australians are buying overseas. So we picked his brains on what stocks are hot in the US and broke down why. In this episode you will learn: • What we got wrong on leveraged ETF's in our last episode • How Matt stays on top of the volume of information out there about different companies • Matt's trading philosophy • About the obscure trucking company that over-65's are buying • The company that was the #1 most bought stock for the past month • Whether all the hype around Beyond Meat has led to Australians buying the stock • How Australians can access Berkshire Hathaway Class A shares If you are interested in signing up to Stake, head to https://hellostake.com/ and use the code 'EQUITYMATES' to let Stake know we sent you. Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Basics: Leverage - Increasing your risk and your returns
3 november 2019 · 31 min
One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreement amongst the panel (in particular on investing v trading, and on short-selling) there was general agreement that leverage can be a useful tool for young people investing with a long time horizon. Leverage is simply the act of investing with someone else's money. It increases risk, but it also increases potential returns. The best example of investing with leverage, that most people are familiar with, is a mortgage. When buying a house you put down a deposit and then use the bank's money for the rest of the purchase. Using leverage in the share market follows the same principle. In this episode you will learn: • What leverage means in an investing context • The benefits of investing with leverage • The risks of leverage • Two different types of leverage - internal and external • Levered ETF's - what are they, and why isn't Ren a big fan • How you can invest with the bank's money and the risks and benefits Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Your Questions: Buffett, Banks & Bonds | Ask Us Anything - October
31 oktober 2019 · 40 min
The last episode of the month, means once again we open up our mailbag and answer your questions! In this episode we answer questions on: • Ethical investing apps • Investing on crowdfunding platforms • NZ Index Funds & ETFs • Dollar cost averaging v Investing all at once • Value investing & Warren Buffett • Investing in Australian banks • Stock screeners & backtesting tools • Accessing the bond market As always if you asked a question and we didn't get around to it - head over to our Facebook Discussion Group - https://www.facebook.com/groups/equitymates/ - there is a whole community of Equity Mates that will be able to answer your question there. Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Trading Talk: Short Selling - Make money while everyone else is losing theirs
28 oktober 2019 · 24 min
Short selling is the act of betting on the price of an asset to go down. It is very topical in Australia at the moment, with the controversy over short-seller J Capital Research releasing a report about software-company WiseTech Global (ASX: WTC). WiseTech is a market darling in Australia, up over 100% year-to-date, but fell 25% after J Capital released their report. Given short-selling is topical at the moment, we thought it was the perfect time to break down what short-selling is, how it is done and everything else you need to know. We finish off with some of our favourite short-selling stories, and may have started a feud with another investing podcast during the episode. In this episode you will learn: • The story behind WiseTech Global's recent price fall • What short selling is and how you make money • The two main ways short-selling is done • The key risks you need to understand • Our favourite stories about fraudulent companies and the investors that discovered them We had a great live show in Melbourne last week. If you are yet to register for our Sydney show with Finimize - make sure you get onto it ASAP • Sydney - Tuesday 29th October @ 6pm: https://generalassemb.ly/education/finimizecommunity-presents-what-to-make-of-markets-in-2019/sydney/87839 Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Tips & Tricks: Best Alternative Sources For Investing Information
24 oktober 2019 · 24 min
You've heard it before - 'knowledge is power' - and when it comes to investing, improving your knowledge can be achieved by reading, and reading, and reading. Almost every expert investor we have interviewed has said the best thing you can do to improve your performance is to read and read widely.We've previously spoken about the traditional places we go to find information - books, the major newspapers and financial websites, fund manager letters & reports. The list goes on.However, there is another rich source of information out there that we tap into, and it's worth discussing.Crowdsourcing and forums provide a huge amount of information and ideas, from people all over the world.In this episode, we walk through some of the major forums and pools of crowdsourced-ideas that we use along our journey.If you are yet to register for our free live shows with Finimize - make sure you get onto it ASAP • Sydney - Tuesday 29th October @ 6pm • We're really excited for this event, and to meet more of our Equity Mates community. Can't wait to see you there!Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Lees meer
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Basics: Understanding Market Cap - A Company's Price Tag
20 oktober 2019 · 37 min
One of the unique things about the stock market is that you are told the price of your asset every single day. Imagine if that was the same in other asset classes. Every day, a real estate agent calls you to tell you the value of your house or an online portal shows you the latest price someone got for your car. This price tag is the 'market cap' (which when it gets divided by the number of shares - becomes the share price). Market cap (aka market capitalisation) is the value that the market decides a particular company is worth. As well as a company's market cap, whole markets and indexes are also given measured for their market cap. This then allows for the comparison of the sizes of these different markets. In this episode you will learn: • What the term market cap means and how to calculate it • The difference between measures of value (i.e. market cap) and measures of size (i.e. revenue or assets) • The different categories (mega cap, large, medium, small, micro etc.) • Key ratios that use market cap • What market cap tells you about risk • Different ways to use market cap in your investing decisions If you are yet to register for our free live shows with Finimize - make sure you get onto it ASAP • Melbourne - Wednesday 23rd October @ 6pm: https://generalassemb.ly/education/finimizecommunity-presents-what-to-make-of-markets-in-2019/melbourne/87834 • Sydney - Tuesday 29th October @ 6pm: https://generalassemb.ly/education/finimizecommunity-presents-what-to-make-of-markets-in-2019/sydney/87839We're really excited for these events, and to meet more of our Equity Mates community. Can't wait to see you there! Finally, in this episode we introduce our Equity Mates Merch Giveaway. To reach out for your free merch, do something to spread the word about Equity Mates and send it in to contact@equitymates.com. Remember, there is only limited merch available so the bigger you go, the more likely you are to secure some free merch. Equity Mates Investing Podcast is a part of… Lees meer
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Expert Investor: Balaji Gopal, Vanguard - The $8 trillion ETF Provider
17 oktober 2019 · 49 min
In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strategy at Vanguard Australia. Vanguard has AUD $8 trillion under management, and is one of the largest ETF providers in the world. In this episode, you will learn: • What the most challenging aspect of Balaji's role is • The what makes Vanguard's operating model different to other ETF providers • The factors that influence portfolio holdings, and new ETF decisions • The difference between Vanguard's retail funds and ETFs, and how they stack up against each other • How investors should differentiate between ETFs that track the same index • What cost factors go into running an ETF • If Vanguard plan to bring more factor and exotic ETFs to market Remember, our live show are coming up fast. Register for free today so you don't miss out. • Melbourne - Wednesday 23 October - 6pm • Sydney - Tuesday 29 October - 6pm For all the details and to register: https://equitymates.com/finimize/ Lees meer
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News: WeWork, Uber & the moment of reckoning in venture capital
13 oktober 2019 · 30 min
WeWork has been front of mind over the past few weeks. The office space leasing company funded by Softbank's Vision Fund had expected a $47 billion value at IPO. Instead, the company had to pull its IPO as its expected value dropped to below $20 billion. Days later, the company dismissed the co-founder and CEO Adam Neumann. After pulling the IPO, questions have now arisen about WeWork's ability to stay solvent. Some estimates suggest WeWork may run out of cash within the year (for context: in 2018, WeWork lost $1.8 billion or $200k every hour). In this episode of Equity Mates, we make the case that WeWork is just the tip of a VC-fuelled, over-inflated iceberg. In fact, over the last few years a number of unprofitable unicorns (a unicorn is a private tech company valued at $1 billion or more) have gone public. It seems that public market investors are not as tolerant of companies that lose money, and this has been reflected in their share price. To give you an sense of what we're discussing, below is a list of a few companies mentioned in this episode and their share price movement since IPO (price as of recording date): • WeWork pulled IPO • Uber down 29% • Lyft down 50% • Slack down 33% • Spotify down 21% • Snapchat down 46% • Dropbox down 31% • Peloton down 19% In this episode you will learn: • How WeWork is just the tip of the iceberg of tech unicorns now struggling in public markets • What led to these inflated valuations in the first place • How the iPhone's release in 2007 sparked a decade-long, venture capital boom • What recent VC megadeals, including deals by Softbank, have meant for these companies • Why now is the time that this VC bubble is ending • How public market investors should think about these events Remember, our live show are coming up fast. Register for free today so you don't miss out. • Melbourne - Wednesday 23 October - 6pm • Sydney - Tuesday 29 October - 6pmFor all the details and to register: https://equitymates.com/finimize/ Lees meer
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Classic Ep: Jesse Felder - Clear Thinking On What's Happening In Markets
9 oktober 2019 · 1 uur 8 min
A while ago (and in response to our most common critique) we at Equity Mates made a commitment - to improve the quality of our audio. Unfortunately, Ren is moving house at the moment and with a poor internet connection comes patchy audio. So in the spirit of upholding our commitment, and improving our audio quality, we chose not to release that episode. Instead, we're re-releasing one of our favourites. An interview with someone who has been managing money for over twenty years, who founded his own hedge fund and now provides some of the clearest and most insightful market commentary going around. We hope you enjoy this interview with Jesse Felder. Original show notes below: We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business or Finance) - the largest investment bank on Wall Street at the time. He then went on co-found a multi-billion dollar hedge fund, before moving into financial media, and running 'The Felder Report'. Jesse's views resonate with us, and if you've listened to our episode 'The Buy-And-Hold Cult' then you will have heard Jesse speak before. In this episode you will learn: • Jesse's number one thing that beginners should understand better about markets • What Jesse's first investment was, and what lead him to that decision • The worst piece of advice he's ever received • Why all investors should be wary of recency bias • Jesse's current approach to investing, given equity valuations are at historic highs • Why Equity Mates might be wrong about the logic of index investing • Why Gold still has potential, and why it should be part of every investor's portfolio Stocks and resources discussed: • Reminiscences of a Stock Operator - Edwin Lefèvre • The Felder Report • Superinvestors … Lees meer
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Deep Dive : Pharmaceutical Industry
6 oktober 2019 · 26 min
The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities to invest. We continue with our Industry Deep Dive series and jump into pharmaceuticals. In this episode you will learn: • about the revenue and growth of the industry • about the Pharmaceutical Benefits Scheme, and its impact on business • about the role patents play in protecting the profits of companies • what are the main industry threats • who the big players are in the industry • what the best way is to get exposure, domestically and internationally How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Lees meer
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Expert Investor: Mates Of Equity Mates w/ Peter Knespal - All Things Bonds
2 oktober 2019 · 54 min
It's with great excitement that we've been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different to the last, with Kip. In this episode, we sit down with a good mate from university, Knes, who is now heavily involved in the bonds industry. Bonds has been an asset we've wanted to explore a little deeper, so this was the perfect opportunity. Knes has a lot of knowledge about bonds, and breaks it all down for us so we can wrap our heads around it - hopefully, you can too! In this episode, you will learn: • What bonds are • How bonds differ from equities • The size of the bond market vs the global equity market • How bond pricing works • What is meant by the terms coupon, floating and fixed • What a hybrid is and how they differ from bonds • How you can access the bond market as a retail investor How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Lees meer
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Your Questions: New Zealand, Portfolios, Uber & More | Ask Us Anything - September
29 september 2019 · 19 min
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them in this episode. How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • What happened to book club • What are some of the best episodes to start with to find a good company • What is a portfolio, and how to keep track of them • What happens if the price of an ETF drops to $0... • How to get exposure to the New Zealand stock exchange How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Lees meer
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Expert Investor: Julia Lee - Mastermind #4
25 september 2019 · 31 min
As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. Stocks and Ideas Discussed: • Heineken A.V (HEIA.AS) • iSignThis (ISX.AX) • Santos (STO.AX) • Oil Prices • Baby Bunting (BBN.AX) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Lees meer
Hosted on Acast. See acast.com/privacy for more information.