Equity Mates Investing Podcast
Equity Mates Media
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Bryce and Alec bring you Australia's best investing podcast for millennials. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!
Available episodes
Newest first
Oldest first
1 day ago
EM Chat with Nick Griffin: Why did he divest from Facebook?
It's *the* story of the moment: what's going on with Facebook, and their battle with news? Alec and Bryce recap what has happened to date with the Facebook saga, and investigate the business side of the dispute, as well as the precedent it sets for the rest of the world. We then chat to Nick Griffin, who's Chief Investment Officer at Munro Partners about their decision to recently divest from Facebook.
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Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.
*****
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? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.
5 days ago
Expert Investor: Hamish Douglass - Magellan Financial Group
In this episode, Alec and Bryce are joined by Hamish Douglass - the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group, a fund manager he co-founded with Chris Mackay in 2006. Hamish is (in our opinion) the best investor in Australia today and amongst everything else is a fellow podcaster, hosting Magellan’s In The Know podcast.
*****
Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.
*****
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? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.
21 Feb 2021
EM Chat: What stocks are Buffett, Ackman and Soros buying?
In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and Alec look under the hood (or flip through the pages) of some of their favourite investors, to see if they can get some insights into what the smart money is doing.
*****
Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.
*****
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? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.
17 Feb 2021
Expert investor: Charlie Viola - Financial Advisor responsible for $1.5 billion
Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s is personally responsible for over $1.5 billion of funds. His expertise and client outcomes was recognised by Barrons when he received the accolade of the No. 1 Adviser in Australia in the 2018 Adviser Rankings, followed by 4th in 2019 and 15th in 2020. He has also been recognised as one of Australia’s 50 most influential advisors in 2018, 2019 and 2020 by Financial Standard’s Power50.
*****
Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.
*****
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? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.
14 Feb 2021
EM Chat: How To Know When To Sell
Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we discuss the other side of investing - selling.
Knowing when to sell can be difficult. Are you going to miss out further gains? Is the stock going to bounce back? Unfortunately, there’s no good answer - every stock is different - but there are a few rules of thumb that can help you make that decision.
In this episode we discuss:
Selling based on your investing style
The 4 major reasons you would sell a stock
How Alec & Bryce think about selling their investments
Selling an ETF or Managed Fund
We then speak to 3 experts and ask how they approach selling their investments
Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.
*****
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? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.
11 Feb 2021
Bonus Episode: Meet Pay Love - meet the hosts of our newest podcast!
On Valentine's Day, we'll be launching our latest podcast, Meet Pay Love. In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and chat to them about the idea and concepts behind the podcast. Focused on the complexities of romance and money, their aim is to create an engaging and safe space to break down gender roles and stereotypes around money, whilst educating and normalising the conversation! Because, the biggest financial decision you’ll make is who you spend the rest of your life with.
Read more about the origins of Meet Pay Love.
Are you an expert? Do you have a question, or want Carmel and Zoe to focus on a particular topic? Ask them on the contact form.
***
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.
10 Feb 2021
Expert Investor: Emma Fisher - Finding Great Australian Companies
In today's expert chat, we sit down with Emma Fisher, who's a Portfolio Manager and Head of Research at Airlie Funds Management. She co-manages the Airlie Australian Share Fund (ASX: AASF). As always, we've got our regular questions, like what she thinks is overrated, what's underrated, what her first investment is, and her personal investment strategy. We loved this interview, and definitely want to hear more from Emma, so if you also feel the same way - let us know via our new contact page: https://equitymates.com/contact/
Make sure you don't miss anything Equity Mates related by signing up to our email list - visit https://equitymates.com/email
And if you love everything Equity Mates and want to support our work, this is where you want to go: https://equitymates.com/support/
*****
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 at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ
8 Feb 2021
Bonus Episode: Equity Mates Community Bold Predictions
For this episode we've asked you to tell us what your bold predictions for the year to come will be, and didn't you deliver! We asked you some questions in the Facebook community, and some of you used our new contact form and left us some very entertaining voice messages! If you want to get involved in future shows - make sure you visit this page: https://equitymates.com/contact/
And if you love everything Equity Mates and want to support our work, this is where you want to go: https://equitymates.com/support/
*****
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 at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ
7 Feb 2021
EM Chat: Portfolio Kick-Off for 2021
Ren doesn't want to start on a negative note, but he's not sold on the new intro. Let us know what you think of it at our new contact page: https://equitymates.com/contact.
The episode begins with some key points to talk about in the portfolio:
Citadel acquisition: $5.70 per share
Bryce’s Palantir sneak - up 96%
Bitcoin - up 88%
Then we invited Daniel Ortizie to come on the program and pitch a stock for the portfolio - Adriatic Metals.
*****
Make sure you don't miss anything Equity Mates related by signing up to our email list - visit equitymates.com/email
And if you love everything Equity Mates and want to support our work, this is where you want to go: https://equitymates.com/support/
*****
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 at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ
3 Feb 2021
Expert Investor: Andrew Brown - Bold Predictions
You've probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdings, Andrew Brown to join us to make some of his own.
Remember, if you want to tell us what you thought of Andrew's suggestions, get in contact with Equity Mates and hear your voice on the show! Send us a message here: https://equitymates.com/contact/
Make sure you don't miss anything Equity Mates related by signing up to our email list - visit equitymates.com/email
And if you love everything Equity Mates and want to support their work, this is where you want to go: https://equitymates.com/support/
*****
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 at https://equitymates.com/ or check out our Youtube page https://www.youtube.com/channel/UC5f8fQrkPzswdEwp55__peQ
2 Feb 2021
Bonus Episode: Stock Of The Year 2021
It's time for Bryce and Alec to choose their stock of the year! Will Bryce hold his position as the Retail Whisperer, or will he break out of the bricks and mortar world? Will the Equity Mates community succeed in getting Bryce known Australia-wide as the Retail Whisperer? Will Alec's stock lose over a quarter of its value? We'll pitch two stocks that we're excited about, but remember these aren't buy, hold or sell recommendations, you always need to do your own research.
If there's stock you want to pitch, then get in contact with Equity Mates and hear your voice on the show! Send us a message here: https://equitymates.com/contact/
Make sure you don't miss anything Equity Mates related by signing up to our email list - visit equitymates.com/email
And if you love everything Equity Mates and want to support their work, this is where you want to go: https://equitymates.com/support/
*****
Any views expressed by the podcast host or any guest are their own and do not represent the views o…
31 Jan 2021
EM Chat: Bold predictions for 2021
Bryce and Ren are back for 2021. And in 2021, it's a new year, *same* Equity Mates attitude... with a little bit of a twist. Alec says, 'think Equity Mates with lime'. The guys kick off the episode with a quick rundown of the huge plans in the works for EM, before launching into the old Equity Mates tradition of bold predictions for the year to come. See if you agree with their take on what's coming down the metaphorical 2021 pipeline, including who'll be at the top of the AFL ladder.
If you loved the ep, and want to test out the new contact form, send us a 90 second pitch (we've already reached the threshold for Gold Coast Suns supporter messages), check that out here: https://equitymates.com/contact/
If you love Equity Mates and want to support their work, this is where you want to go: https://equitymates.com/support/
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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 organi…
27 Jan 2021
Summer Series: Carsales.com Ltd (ASX: CAR)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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 Carsales.com Ltd. Carsales.com is an online marketplace, which specializes in automotive, motorcycle and marine classifieds business in Australia.
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 co…
24 Jan 2021
Summer Series: Bravura Solutions (ASX: BVS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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 Bravura Solutions (ASX: BVS). Bravura Develop technology solutions for some of the world’s leading financial institutions. They're primarily in administration for the funds management sector.
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…
20 Jan 2021
Summer Series: Treasury Wine Estates Ltd (ASX: TWE)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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 Treasury Wine Estates Ltd (ASX: TWE). Treasury Wines is an Australian global winemaking and distribution business with headquarters in Melbourne. It was formerly the wine division of international brewing company Foster's Group
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…
17 Jan 2021
Summer Series: Fortescue Metals Group Ltd (ASX: FMG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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 Fortescue Metals Group - an Australian iron ore company. Fortescue is the fourth largest iron ore producer in the world after BHP, Rio Tinto, and Vale
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 informat…
13 Jan 2021
Summer Series: Aroa Biosurgery Ltd (ASX: ARX)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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 Aroa Biosurgery Ltd. Aroa is a soft tissue regeneration company focused on improving the rate and quality of healing in complex wounds and soft tissue reconstruction.
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…
11 Jan 2021
Bonus Episode: Kate Morris - Founder & Director at Adore Beauty
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack.
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 Kate Morris - founder & director at Adore Beauty
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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…
10 Jan 2021
Summer Series: Adore Beauty Group Ltd (ASX: ABY)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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 Adore Beauty Group (ASX: ABY). Adore Beauty is Australia’s number one pure-play online beauty retailer.
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…
6 Jan 2021
Summer Series: NEXTDC Ltd (ASX: NXT)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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 Nextdc Ltd. The company is involved primarily in the development and operation of independent data centres in Australia
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 i…
4 Jan 2021
Bonus Episode: Wayne Baskin, Deputy CEO, CTO at Booktopia | Co-Founder of Superhero
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack.
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 Wayne Baskin, Deputy CEO, CTO at Booktopia & Co-Founder of Superhero.
At the time of recording, Booktopia had just listed on the ASX, so we spoke to Wayne about the process of taking Booktopia public, and what the future holds.
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 pod…
3 Jan 2021
Summer Series: Booktopia Group Ltd (ASX: BKG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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
*****
Any views expressed by the podcast host or any guest are their own…
30 Dec 2020
Summer Series: CSL Limited (ASX: CSL)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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
*****
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 e…
28 Dec 2020
Bonus Episode: Andy Taylor, Founder & CEO of Douugh
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack.
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
*****
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 reme…
27 Dec 2020
Summer Series: Douugh Ltd (ASX: DOU)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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
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Any views expressed by the pod…
23 Dec 2020
Summer Series: Electro Optic Systems (ASX: EOS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.
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
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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 info…
20 Dec 2020
Summer Series: Zip Co (ASX: Z1P)
Welcome to the Equity Mates Summer Series of 202 brought to you by Superhero.
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 ot…
16 Dec 2020
EM Chat: Bold Predictions - Who Came Out On Top?
Well, we made it to the end of 2020! What a crazy year!
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 a…
13 Dec 2020
EM Portfolio: Yearly Wrap For The Equity Mates Portfolio
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.
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…
9 Dec 2020
Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International
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.
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 Mind…
7 Dec 2020
ALL Your Broker Questions Answered
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
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!
6 Dec 2020
Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds
This episode is a 'must-listen'.
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 Ro…
2 Dec 2020
EM Chat: The Process Of Taking Plenti Through An IPO
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.
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…
29 Nov 2020
EM Chat: Steven Mabb & The Australian Shareholders Association
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.
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…
25 Nov 2020
Expert Investor: Paul Wilson - Finding Opportunities In Australian Technology
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.
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…
22 Nov 2020
Expert Investor: John Winters - Disrupting traditional brokers at Superhero
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.
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…
18 Nov 2020
Expert Investor: Jess Amir - Lessons From 2020 & The Outlook For 2021
It was great to have Jess Amir back on the show. Jess is a Market Analyst at Bell Direct.
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…
16 Nov 2020
Bonus Episode: Meet Comedian V Economist
Equity Mates Media is excited to be launching a new show for the Equity Mates Community.
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.
Fo…
15 Nov 2020
EM Portfolio: November Stock Pitches & Portfolio Update
It's time for our November investment committee meeting, and what an episode we have.
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…
11 Nov 2020
Expert Investor: David Prescott & Jack Trengove - Can value investing make a come back?
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.
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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8 Nov 2020
Industry Deep Dive: Cloud 101
When Natalie Piucco reached out to us and pitched a deep dive on the Cloud industry, we couldn't resist.
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.
Eq…
4 Nov 2020
Expert Investor: Nick Griffin - Finding High Growth Companies
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.
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, Af…
1 Nov 2020
EM Chat: Exciting News For Equity Mates!
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.
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…
29 Oct 2020
Expert Investor: Tom Piotrowski - Key Investing Lessons From Years In The Markets
Tom is a Market Analyst at CommSec, and a cult figure in the finance space, and we loved chatting to him.
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/
25 Oct 2020
Meet the Investor: Hamish Douglass on US Election, COVID and Magellan Portfolio
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.
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…
22 Oct 2020
Expert Investor: Rory Lucas - Investing with Purpose
Happy 300th episode Equity Mates! We've got a special episode for you to mark this awesome milestone.
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…
18 Oct 2020
EM Portfolio: Community Stock Pitches & October Buys
It's time for our October investment committee meeting, and what an episode we have.
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…
14 Oct 2020
Expert Investor: Rudi Filapek-Vandyck - Finding truly great, long-term businesses
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.
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 d…
11 Oct 2020
The Journey Of A Millennial Getting Into The Markets - Part 3
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!
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…
11 Oct 2020
Deep Dive: Video Game Industry
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.
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 t…
8 Oct 2020
Expert Investor: Andrew Brown - Finding Opportunities in 2020
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.
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…
7 Oct 2020
G.S.I | ETFs For Beginners
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.
5 Oct 2020
The Journey Of A Millennial Getting Into The Markets - Part 2
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!
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.
4 Oct 2020
Portfolio Update | Ask Us Anything | ETF Competition
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:
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/
30 Sept 2020
CEO Series: Orni Daniel - Co-CEO of Gefen Technologies on Going Public During COVID
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.
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 j…
29 Sept 2020
Bonus Episode: GYG & The Ambitions Of Going Public
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.
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
28 Sept 2020
Bonus Episode: Inside The IPO Process with TDM
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.
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 h…
28 Sept 2020
The Journey Of A Millennial Getting Into The Markets - Part 1
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!
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.
27 Sept 2020
EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)
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.
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 sta…
24 Sept 2020
Expert Investor: Viktor Shvets - Future of humanity and impact on investing
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.
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…
20 Sept 2020
Expert Investor: Market & Watchlist Update With Julia Lee
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:
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/
16 Sept 2020
Expert Investor: Victoria Devine - Lessons on Personal Finance & Investing
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.
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, Thou…
13 Sept 2020
EM Portfolio: Stock Pitch - Salesforce (CRM)
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.
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 h…
10 Sept 2020
Expert Investor: Rory Cunningham - Lessons from the 2020 ASX Investor Study
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.
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 Austra…
7 Sept 2020
Deep Dive: Cyber Security
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.
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 attack…
3 Sept 2020
Expert Investor: Lyn Alden - Bitcoin, the US Dollar & The Fed
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.
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 philoso…
30 Aug 2020
EM Portfolio: Listener Stock Pitch - Citadel Group
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!
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 mor…
26 Aug 2020
Expert Investor: Owen Raszkiewicz - Software and Small Caps
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.
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 a…
24 Aug 2020
EM Portfolio: First Investment Committee Meeting
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.
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 podca…
19 Aug 2020
EM Chat: ASX Reporting Season - Winners & Losers
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.
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…
16 Aug 2020
ASK THE EXPERTS: ETF Q&A Special w/ BetaShares
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.
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 r…
12 Aug 2020
Expert Investor: Nick Cregan - 3 Small Cap Stocks You've Never Heard Of
In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps.
In this interview we asked Nick to take us through three specific small caps he's been looking at. Ideally, three we've never heard of. He obliged and took us through the research process and investing thesis for three companies from around the world.
In this interview you will learn:
Nick's personal investing philosophy
Why Nick prefers global small and mid cap stocks
The key features of the Aussie small cap market compared to other parts of the world
How COVID has impacted the global small cap market
Nick's three specific small cap stocks:
Ritchie Bros Auctioneers (NYSE: RBA)
Verisk Analytics (NASDAQ: VRSK)
Nemetschek Group (ETR: NEM)
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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 t…
11 Aug 2020
Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?
2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’
For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, which is, perhaps like 2020, finished differently. Jacob’s Creek Double Barrel is finished in aged whiskey barrels, giving it a smoother, deeper and richer taste. Try it now for 30% off with free shipping. Search Jacob’s Creek Podcast
Some of the bold predictions we review:
We will see a company with a $2 trillion market cap
AirBNB will be the biggest IPO in 2020
US Federal Reserve balance sheet will once again go over $4.5 trillion
Australia’s GDP growth will be less than 1.75%
India will be the star stock market performer
Residential property prices will experience +10% gains in both Sydney and Melbourne
We're lookin…
9 Aug 2020
EM Chat: US Earnings Season - Winners & Losers
It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we've just started to see the FY20 full-year results come through.
In this episode we focus on some of the big US companies through the lens of a few key themes:
COVID-19
Retail
Big Tech
Some of the companies we review:
Netflix
Snap
Kroger
Albertsons
American Airlines
South West Airlines
Carnival Corp
Amazon
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.
Wan…
5 Aug 2020
Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19
This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he'd just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash in history, we thought Usman would have some lessons to share, so we go him on to chat.
In this episode, we discuss:
Usman's first equity investment
What attracted Usman to the stock market
If the boys in the cricket change rooms also get around stocks!
Usman's investing philosophy
His 'mistake' with Afterpay
What's in his portfolio, and what stocks he likes looking at
How he determines what to buy
Plus much more!
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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 Inv…
2 Aug 2020
EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay
Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that's left is for us to finish the components of the core, and decide what to do with Afterpay!
In this episode, we:
Review current satellite portfolio and decide if we want to sell
Review your feedback on the last two episodes
Determine our starting position in cash; starting position in portfolios
Decide our weighting for core portfolio
How much cash in the core portfolio
Acknowledge your stock submissions
Introduce you to the concept of Expert Watchlist
Remember, you are part of our investment committee, so submit your thoughts and stock recommendations 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 Equi…
29 Jul 2020
Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China
Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments.
Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial Review. Christopher previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category. In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”.
In this episode:
we discuss what fixed-…
26 Jul 2020
Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July
We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show.
In this episode we answer questions on:
Tax implications of rebalancing your portfolio
Investing with COVID uncertainty
Participating in share reinvestment plans for international shares
The opportunities to invest in the fake meat trend
Lessons we've learnt since we started the podcast
Thoughts on thematic ETFs
Determining a 'good' management team
Investing with options
Investing with leverage: margin loans and NAB equity builder
Building a core portfolio of overseas ETFs
If you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.
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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…
22 Jul 2020
Expert Investor: Emilie O'Neill - The Research Process For ESG Investing
Emilie O'Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ).
In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually end in her portfolio.
In this episode, you will learn:
The story of Emilie's first investment
What the Future Impact Small Caps Fund is, and
What the fund is trying to achieve
How Emilie and eInvest define ESG and the difference between a dark green and light green company
About negative and positive screening, and exclusion lists
The research process Emilie follow to uncover stocks
The key characteristics they look for in small cap stocks
Plus much, much more!
For more information about what was discussed in this episode, head to www.einvest.com.au/equitymates
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Have you just started your investing j…
21 Jul 2020
Bonus: Andrew Brown on Afterpay (ASX: APT)
Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months.
The company recently released a share purchase plan (aka capital raising) to the market - selling shares at $66 per share. With a lot of questions in our Equity Mates community around this capital raising, we called Andrew Brown to get his thoughts on the company and the capital raising.
Andrew Brown is the Executive Director of East 72 Holdings, an NSX-listed LIC, and a favourite expert for us here at Equity Mates. He always has interesting opinions and great insights into what's happening in markets, so we thought there was no one better to get on the phone for a quick bonus episode.
19 Jul 2020
EM Portfolio: Building our core portfolio
In today's episode we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio.
In this episode you will learn:
The principles of a 'core and satellite' portfolio
Our investing philosophy for our core portfolio
The rules we will be applying for this portfolio
How we are thinking about portfolio construction and rebalancing
Some key asset classes that can be included in a core portfolio
Examples of core portfolios
The first six ETF's we will be holding in our core portfolio
When listening to this episode it is important to remember that nothing discussed forms specific investment advice or an offer to buy, hold or sell individual securities. We are not investment advisors and are not aware of your personal financial circumstances or goals. The discussions are general…
15 Jul 2020
Expert Investor: Danielle Ecuyer - A Simple Approach To Share Investing
We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book 'Shareplicity - A Simple Approach To Share Investing', which we found to be a great read.
Danielle trained as a share equities analyst in the late 1980s, before relocating to London in the 1990s where she transitioned her expertise to Institutional Emerging Markets. Danielle has worked in senior positions at some of the world’s most prestigious investment firms, advising global investment companies. Since arriving back in Australia in 2003, Danielle has used and expanded her skills for her own investment portfolios covering the Australian and US markets.
She has taken this experience, and Shareplicity strips it all back to the basics. In this episode you will learn:
Three financial indicators to use when researching a company
Some red flags to be aware of when looking at a company's financial position
How to think about dividends as…
12 Jul 2020
EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed
Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines.
In this episode we revive the hypothetical portfolio. It's been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well as some that have done very well. We also use this episode to introduce you to the idea of the Equity Mates Portfolio.
Over the next few months we want to build the portfolio with your help. We'll be setting some rules of engagement, and then reaching out to the Equity Mates community to help add stocks to the portfolio. We'll also be building a 'core' portfolio of ETFs and index funds that we can use to track performance.
To submit your ideas, hit us up via email, or our social channels.
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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…
8 Jul 2020
Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets
In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We saw the fastest market drop in history, and have now witnessed the fastest recovery in history as well. We wanted to know what were the stocks that were hot, and the ones that were not, during this period in the States. Matt had some data to help us unpack this.
Surprisingly, some of the big stocks dominated - Tesla, Apple, etc - however there were a few interesting ones in there as well.
If you want to sign-up to Stake, they're giving away a FREE stock once you do, and fund your account. You could get Nike, Dropbox or GoPro, for FREE! Use EQUITYMATES when you sign-up.
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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 Pod…
5 Jul 2020
Basics: Brokers - Determining what's right for you
From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way - signing up to a broker. With so many options available these days it can be difficult to know where to start. Even for experienced investors, the industry is constantly changing, making it hard to know if there is a better option out there.
So given there have been some new entrants in the Australian market and some incumbents have updated their models and pricing, we thought it was time to go back to basics and do a deep dive on brokers.
In this episode you will learn:
The different types of brokers available
How Bryce and Ren think about choosing a broker
The key factors to consider when choosing a broker
Points of difference between brokers in Australia
The brokers that Bryce and Ren use personally, and why
We then unpack some of the most common 'investor types' and give our opinion on the most suitable broker. These include:
Looking for the cheapest option to b…
1 Jul 2020
Expert Investor: Malcolm Turnbull - How The 29th Prime Minister Of Australia Made His Money
It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography 'A Bigger Picture', and there were some incredible stories in there about his time in finance before he got into politics.
In this episode, we unpack 'Malcolm the investor', to get an insight into his life as an incredibly successful lawyer and then investment banker.
In this episode we discuss:
Malcolm's thought's on Australian property, FAANG stocks, and bitcoin
Malcolm's incredible defeat of the British Government as a lawyer in 1986, aged 32
The transition from law to finance
The establishment of Whitlam Turnbull & Co - Malcolm's investment bank
Investing in Siberian gold
What it was like to establish an investment bank four months before the 1987 crash
The story behind the successful OzEmail investment
Key areas of opportunity for Australia in the coming years
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Have you just started your investing journey? Head o…
28 Jun 2020
Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything - June
We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show.
In this episode we answer questions on:
Slater + Gordon's recent performance
Thinking about your superannuation during COVID
Dividend reinvestment plans
Deciding on what broker to use
The impact of Reserve Banks printing money and cutting interest rates
Investing in your circle of competence
Share registries
Investing in the US and completing the W8-Ben form
The US presidential election and its impact on markets
Investing in emerging markets
Water as an investable asset
Investing on behalf of your children
If you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.
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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…
24 Jun 2020
Expert Investor: Chris Wheldon - The Thesis Behind Facebook, Visa & Tencent
We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan's High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies.
We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. So we asked him to come back on the show and share his specific thesis for three stocks he currently holds.
In this interview, Chris shares:
His thoughts on the market's rebound from the COVID-induced crash
How Magellan responded in the early days of the pandemic
How he is thinking about investing during the market's recovery
A deep dive on three specific stocks: Facebook, Visa and Tencent
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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 Equ…
21 Jun 2020
Expert Investor: Jessica Amir - Best & Worst Performing Stocks During COVID-19
In this episode we're joined by Jessica Amir - a market analyst and presenter at Bell Direct.
Prior to joining Bell Direct, Jessica was the Head of News and Content at Finance News Network where she developed detailed research and content on financial markets. Previously, Jessica held roles at Money Management, Prime 7, WIN News, and ABC News. She is also a qualified financial planner, with extensive experience at firms including AMP, Commonwealth Bank, and Suncorp.
Bell Direct have recently pulled some interesting data around the most bought stocks since the Feb market high and since the March crash, broadly showing that the most popular stocks haven’t necessarily been the best performing ones.
We unpack some of the stocks from the data as well as get Jess's views on investing during the fallout of COVID-19.
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 i…
17 Jun 2020
Expert Investor: Adam Verwey - COVID's Impact On Sustainability & Superannuation
In this episode we have a chat with Adam Verwey - co-founder and director of Future Super. Adam started in the ethical investing space with 9 years at Australian Ethical Investment and was a candidate for the Greens in the 2013 federal election. He co-founded Future Super in 2014.
Adam is passionate about the future of Australia’s climate change policy and has a long history in ethical investment, with expertise in superannuation, ESG (environmental, social and governance) research and constructing ethical sharemarket indices. Since we last had him on the show, as lot has changed in both the ethical investing and superannuation spaces, so we decided to get him back for an update.
In this episode, you will learn:
If Adam thinks Tesla is an ethical company
Where Amazon sits on his ethical scale
How a kid from Broken Hill went on to start Australia's first fossil-free super fund
How COVID-19 has affected the Australian superannuation industry
How COVID-19 has affected the ethical…
14 Jun 2020
Expert Investor: Robert Francis - eToro MD talks zero commission US trades
At Equity Mates, we hate fees. This makes us big fans of any company looking to reduce the cost of investing for everyday investors. Which is why we were excited to get the Managing Director of eToro Australia, Robert Francis, on the podcast.
Robert has had a long career in finance. Before Robert joined eToro in June, 2017, he worked for 13 years in retail currency trading and CFD markets. Robert also worked for Australia’s leading online stock broker, Commonwealth Securities, where he ran the Exchange Traded Options desk as well as the International Trading Desk. He has also worked for leading companies in the financial market, such as TD Waterhouse, Astley and Pearce, and Exco International.
eToro have recently announced zero commission trades on all US stocks, and in this show we unpack what that means for Australian investors. In particular we hear what effect zero commission trading has on investor psychology and whether we're seeing a price war in the retail brokerage space (si…
11 Jun 2020
Expert Investor: Yaron Naymark - Deep Dive on an Unconventional Stock
In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital.
In this interview we discuss Yaron's investment philosophy - finding companies with long runways and an ability to compound their earnings at high rates of return. We then get stuck into a specific company that Yaron is looking at, and suffice to say it is an interesting one. RCI Hospitality (NASDAQ: RICK) is an operator of strip clubs, nightclubs, gentlemen's clubs and US-military themed restaurants. Yaron explains his process to research RCI and his investment thesis for the company.
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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 confide…
8 Jun 2020
Expert Investor: Tobias Carlisle - Value Investing During COVID-19
In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, before making the move to the United States and founding Acquirers Funds LLC. Tobias is also the author of several books on value investing: Quantitative Value, Deep Value, and The Acquirers Multiple.
In this episode we unpack the state of value investing in 2020, and understand the opportunities that Tobias is seeing in the US market. We also get his thoughts on the state of the broader market, what we can learn from the actions (or lack thereof) of Warren Buffett and Charlie Munger, and what we can expect for the remainder of 2020.
Tobias is one of our favourite US market commentators and is worth following on Twitter (@Greenbackd) or at his website (The Acquirers Fund).
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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 star…
3 Jun 2020
Expert Investor: Andrew Oskoui - Concentrated Value Investing
In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets.
In this interview we explore Andrew's investment strategy and unpack what combining quantitative analysis and classic value investing means in practice. We then get into some of the opportunities Andrew is seeing in market's today. In particular we unpack the work Andrew is doing in the Japanese market finding truly undervalued companies. We also touch on some of Andrew's thoughts on Private Equity and the reasons he sees trouble ahead for this part of the market.
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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…
31 May 2020
Expert Investor: Ed Cowan Talks Unconstrained Investing w/ TDM Growth Partners
You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn't know is that he has a passion for investing and high-performing cultures, and is part of the successful investment team at TDM Growth Partners.
TDM Growth Partners are a global investment firm, who invests in fast-growing companies. What was of interest to us is their unique mandate - unconstrained investing. For Ed and the team at TDM, they look for opportunities across the world, and they have very long-term time horizons.
In the conversation, you will learn:
How Ed pursued a passion for cricket and finance
The story of Ed's side-hustle, Tripod Coffee
The story of how TDM started
How TDM took $1m to over $1bn in assets under management
TDM investment philosophy and approach, and what makes them unique
Examples of some of the companies TDM invest in
As you will hear in the show, Ed is also the founder of Tripod Coffee - Australia's most sustainable coffee pod. Check…
27 May 2020
Expert Investor: Understanding Superannuation w/ FairVine Super
It's no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super, we knew we needed to get them on the show. FairVine is a superannuation fund designed for women.
We sat down with Rachel Hamlen, who is the Head Of Customer Experience at FairVine Super, to help us unpack some of the reasons why 1 in 3 women retire with no superannuation at all. We also take the opportunity to ask some broader questions about superannuation that impact everybody. We thoroughly enjoyed this interview, and want to thank Rachel for sharing her personal stories with our audience.
In this episode, you will learn:
A bit about Rachel's background and how she came to be working in superannuation
What is wrong with the current superannuation system, particularly for women
What is the gap between men and women at retirement
How millennials should think about super
What FairVine is and their mission
Some of the investment st…
24 May 2020
Expert Investor: Julia Lee - Mastermind #8
In today's mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode:
Bryce discusses ASX-listed funeral stock InvoCare (ASX: IVC)
Julia discusses ASX-listed data centre manager NextDC (ASX: NXT)
Alec discusses NYSE-listed home builder Taylor Morrison Home Corp (NYSE: TMHC)
Remember, nothing in this podcast is specific buy, hold or sell advice. This episode is intended to feature discussions of stocks on our watchlists, but has not been prepared with your personal financial circumstances in mind. Before making any investment do your own research, read the PDS and consider speaking to a licenced financial advisor.
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 mail…
20 May 2020
Expert Investor: Marcus Padley - No Bullsh** Investing
In this week's expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Marcus founded Marcus Today because of his frustration with the ignorance of everyday investors, which drove him to create his independent stock market research and insights newsletter.
In this interview Marcus unpacks the lessons he's learnt from his time in markets and shares his views on markets today.
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.
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/
If you have any questions, head to Equity Mates F…
18 May 2020
Trading Talk: Warren speaks, we listen | Berkshire highlights
Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting. We've pulled out some of the answers that caught our ear and talk about them in this episode.
In this episode, you'll hear Warren speak about:
Why he believes in America
How coronavirus may shutter some of Berkshire's businesses
Why today's economic crisis is different to the 1929 great depression
His thoughts on the American airlines and why he sold
Why Warren won't hold underperforming businesses
Why Warren isn't worried about the US Government reporting
His thoughts on breaking up Berkshire into smaller companies
Why Warren suggests investors should buy stocks despite Berkshire sitting on cash
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.…
13 May 2020
Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio
Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com.
Andrew is a very disciplined value investor, with a ton of experience, so we asked him to join us to discuss 3 stocks in his portfolio, with a focus on:
How he found the company
What the company does
The key metrics that make the company appealing
It's valuation
We thoroughly enjoyed diving into his three choices, and hearing about his investing approach.
In this episode you will learn:
The major lessons Andrew learnt from his first investment
The importance of knowing what you are buying, and understanding when your thesis is broken
How Andrew founded Strawman.com and what if offers private investors
His investing philosophy and how it applies to:
Integrated Research Limited (ASX: IRI)
Pushpay Hol…
10 May 2020
Deep Dive: Investing In Renewable Energy
In this episode we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here). So we decided to take a closer look at what else is going on in the industry.
In this episode we:
Start with a look at Australia's energy industry
Understand the electricity generation mix in Australia
Look at where renewables fit in, and the massive transition happening in the industry
Unpack some of the major headwinds for the industry
Take a look at some specific companies for a pure-play investment or to get exposure to the industry
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 ch…
7 May 2020
Expert Investor: Andrew Brown On Why The Markets And Economy Aren't Talking
For the third in 2020 we got Andrew Brown - Executive Director of East72 Holdings - back into the studio to help us understand what's going on in markets since the collapse in March and subsequent rally since.
Within the Equity Mates community there has been a lot of discussion as to why the markets are rallying, yet the underlying economic conditions seem to be only getting worse. How does that even make sense? As Andrew seems to have his head screwed on, and a solid grasp and understanding of the mechanics of the economy and markets, we asked if he could unpack it for us.
This is a wide-ranging conversation, where we cover:
the market movements of the last 8 weeks
the decisions and subsequent impacts of governments and central banks in Australia and the United States
the impact of COVID-19 on small business, and the flow-on effect to markets
whether or not we are in a bull trap - are there more drops to come?
how Andrew is positioning his portfolio, and some specific examples of…
3 May 2020
Basics: All You Need To Know About Inflation
Inflation. It's a term you've most likely heard at some point during your investing journey, and one that you need to understand. Given what is going on at the moment, with governments and central banks printing money, we thought it's a good time to unpack inflation to understand how it impacts us as investors.
In this episode you will learn:
The definition of inflation and it's relationship to purchasing power
The definition of deflation, and
Some crazy examples of both inflation and deflation around the world (needing a wheelbarrow of money to pay for bread!)
What the Consumer Price Index is
The main sources of money being pumped into the economy
What assets perform best in an inflationary environment
Why we might be heading into deflation, and some of the worrying signs
The key risks of deflation
Assets that perform in a deflationary environment
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity…
29 Apr 2020
Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure
Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He's a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of AlliedCrowds.com – the leading directory and aggregator of alternative capital into the world’s 132 lower and middle income countries. And to top it all off, he is the author of two books on finance:
"Money Mavericks - Confessions of a Hedge Fund Manager"
“Investing Demystified – How to Invest without Speculation and Sleepless Nights”
Lars holds the belief that is almost impossible for the majority of investors to beat the market in the long-run. So in the episode, we discuss:
Lars' views on the London property market, and
his thoughts on property as an asset class
what a hedge-fund manager actually does, and
the d…
27 Apr 2020
Your Questions: Missing The Boat | Circle Of Competence | Ask Us Anything - April
This is our Ask Us Anything episode for April, where we collate some of your questions and answer them on the show.
In this episode we answer questions about:
the benefits of buying 'cheap' or 'expensive' shares
where we are in the current market cycle, and if we've missed the boat
investing for your kids
bond yields and face value - making the distinction
our definition of 'circle of competence'
where you should start listening if you've just joined the show
the best Twitter accounts to follow for finance information
Virgin or Qantas (community question of the week)
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity Mates? 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/
22 Apr 2020
Expert Investor: Jesse Felder - The effect of coronavirus on different assets
Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we thought there was no one better to speak to than Jesse.
In this interview we ask Jesse for his thoughts on a number of different asset classes: US equities, non-US equities, bonds, currencies, commodities including precious metals and even real estate.
Jesse also shares his view on the government's intervention in the financial markets and what the consequences of recent Central Bank and Government action could be. He also explains where he's seeing investing opportunities in today's markets.
We finish by asking Jesse for a 'bold prediction' for 2020 and he indulges us, making a prediction for where the US market will end…
19 Apr 2020
Trading Talk: Is this a bull trap?
2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (637 points). While the market has not fully recovered, there is a sentiment amongst some commentators that 'the worst is over'.
With the economy still in lockdown and the news on coronavirus still concerning, it got us thinking - can the worst really be over? That led us to research some previous market crashes, and introduced us to the idea of a 'bull trap'.
We unpack what we learned in this episode. By going through some lessons from history, we see that previous market crashes have followed a similar pattern - an initial fall, a partial recovery (50% retracement) and then a further fall where the market tests (and often breaks) the previous low.
It is important to note that this doesn't always happen in market falls. So this is not a foregone conclusion. However, it is in the range of possible outcomes.
With this information in mind, we then…
16 Apr 2020
Expert Investor: Meb Faber on Getting Rich Slow
Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria's ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog - mebfaber.com
We've been following a lot of Meb's writing, and listening to his own podcast, for a while now, so it was a pleasure to speak with him.
In this conversation we
discover how Meb majored in biology but ended up in financial markets
unpack on Meb's investing philosophy, and bias towards ETFs
find out what ETF he would choose for the next 20 years
discuss the importance of being different
dig into the strategy for getting rich slow, and the best way to grow wealth
understand the relationship between saving, investing, and time
plus uncover a lot more
Meb has a great collection of books on his website that we spoke about, and he encourages anyone who is learning to…
12 Apr 2020
Expert Investor: Julia Lee - Mastermind #7
Once a month we are joined by Julia Lee to each pitch a stock or investment idea. Julia is the CIO of Burman Invest and a market veteran with plenty of experience in markets. We draw on this experience and ask Julia what she is thinking about in such a confusing time in the markets.
We then get stuck into our pitches. We each take a turn pitching a stock or investment idea.
Bryce pitches medical device manufacturer ResMed (ASX: RMD)
Julia pitches agricultural company Elders (ASX: ELD)
Alec pitches the idea of LICs trading below their net tangible asset value, and specifically Glennon Small Companies (ASX: GC1)
Want more Equity Mates? 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/
8 Apr 2020
Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto
Fred Schebesta is the Co-founder of Finder.com - Australia's most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brokerage. He was EY Entrepreneur of the Year in 2017, Blockchain Entrepreneur of the Year 2019 and Business Insider's 2016 Coolest 100 People in Australian Tech. He also appeared on AFR's Young Rich List 2019.
This was a highly entertaining and colourful conversation with Fred, as he joined us from the Finder offices in Poland! We wanted to focus in on Fred's entrepreneurial journey, from starting companies in university to being one of the richest young entrepreneurs in Australia.
Our conversation begins with an interesting story explaining why there is a samurai sword hanging outside the kitchen in the Finder office, and why there is a robotic handbag hanging next to it...
Finder have also launched a new finance app that tracks your spending, hunts down savings, and sends you alerts - automatically 24/7. We discuss how this is finally brin…
5 Apr 2020
Your Questions: Investing in this volatile market | Ask Us Anything - March
This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. With the coronavirus market sell off creating a lot of confusion, we seek to answer some of the key questions a lot of Equity Mates have had over the past month or two.
In this episode we answer questions on:
When to enter the market amidst a downturn
How to think about an emergency fund (and whether you should invest it...)
Dollar cost averaging
Using inverse ETF's and other 'short' investing options
The sinking Australian dollar and the difference between hedged and unhedged options
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity Mates? 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:/…
1 Apr 2020
Expert Investor: David Koch Talks Personal Finance, and Markets in 2020
David James Koch nicknamed "Kochie" is an Australian television presenter best known as a host of the Seven Network's breakfast program Sunrise. From Adelaide, he began his media career as a financial journalist, writing for a number of different publications before eventually moving to television. He’s also the Chairman of the Port Adelaide Football Club.
While you most likely know him as one of the faces of Sunrise, Kochie is actually a financial nerd at heart. We were surprised to hear the Sunrise is really only his side hustle..! He's written a book titled "Kochie's 11-Step Money Plan For A Better Life", and through his family business Pinstripe Media, has recently launched ausbiz - a dedicated business streaming channel in Australia.
We sat down with Kochie to explore personal finance, his views on the current market environment, and of course we couldn't help but ask about his role in the AFL.
In this episode you will learn:
How David came to be host of Sunrise
How he became…
29 Mar 2020
EM Chat: Companies We Like With Strong Balance Sheets
At the time of releasing this, the ASX200 is down 32% from it's peak in February 2020, and the S&P500 in America is down 24.95%. Within these markets there have been many companies fall much further than that - some more than 70%.
It presents a good buying opportunity for those who are fortunate enough to have some cash to deploy into the markets, but the big question is what to buy? The economic impact of COVID-19 is likely to be significant, and the question we are asking ourselves is what companies are in a good position to survive this crisis, and then thrive afterwards?
In this episode, we look at two key elements that help us to answer this question.
Key Element #1: Strong Balance Sheet
Key Element #2: Stable Earnings
We unpack why it is important to have a strong balance sheet, what it actually means to have one, and where you need to look to find this information.
We also share a number of stocks that are on our watchlist during this time, and companies that we believe will not…
25 Mar 2020
Expert Investor: Economic Impact of Coronavirus with David Bassanese
There is one big topic on everyone's mind at the moment. The coronavirus is shutting down cities and requiring co-ordinated actions between Government's and its citizens in a way we haven't seen previously in our lifetime. Financial markets have lost about one-third of their value, and economists suggest that unemployment could get as high as 1-in-5 people. At this point, a recession seems inevitable.
To help us understand what is happening in the economy, and how governments and central banks have responded, Alec (Ren) was joined by David Bassanese, the Chief Economist at Betashares - one of Australia's largest ETF providers. David has worked as an economist at the OECD, Treasury, Bankers Trust and Macquarie Bank, and comes with a wealth of experience and insight.
In this episode, David makes clear that we must think about this as a health crisis first and an economic crisis second. As much as we can look at economic indicators to get a gauge of the economy's performance, the health i…
24 Mar 2020
Bonus Ep: Searching for Great Companies with Owen Raszkiewicz
Cooped up inside with time on our hands, we decided to call another one of our Equity Mates - the founder of Rask Invest and fellow finance podcast host, Owen Raszkiewicz.
Owen is an expert investor and recently tweeted "I don't think I've ever been as excited by researching and investing in companies as I am right now" (about the investment opportunity. Owen, like all of us, remains deeply concerned about the human side of this crisis).
So we wanted to get Owen on the phone to hear what he was particularly excited about. In this bonus episode we pick his brain to understand how he's approaching investing at a time like this, and any particular companies he's watching.
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/
23 Mar 2020
Bonus Ep: Hearing from Beginner Investors - Mates of Equity Mates
We've got plenty of time while self-isolated, so what better to do than make more bonus content. In this episode we call a few of our mates and hear their thoughts on what's happening in markets.
First of all, we call our mate Alf - a fellow investor and the creator of the Equity Mates logo and theme song (get around him for that!) We hear how he's managing the recent market downturn and his thoughts about investing for the future.
We then called our resident bond expert, Pete. We've had Pete on the show before, where he explained the basics of bonds to us (listen to that episode here). We gave him a call to hear how the bond market has been going over the past few weeks. One story he's had his eye on is the performance of Virgin Australia's listed bonds - a great illustration of how the bond market can offer insight into the market's thoughts on a company's future.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more h…
22 Mar 2020
Tips & Tricks: Understanding Company Reports
In these unprecedented times, when a lot of us are at home self-isolated or working from home, there's never been a better time to get stuck into some stock research. One of the best sources of company information are the reports that companies themselves release to the market.
In this episode we unpack some of the key forms of company reports, and how to read them. In particular, we focus on a company's Annual Report - the go-to document for a lot of financial and business information.
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/
19 Mar 2020
Expert Investor: Sharesight CEO Doug Morris
Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you're ready to look, today's guest thinks he can show you a better way.
We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work he is doing at Sharesight. After starting his career in the US and spending 5 years at stock research giant Morningstar, Doug joined Sharesight in 2013 and was promoted to CEO in 2015, where he has served ever since.
We were actually introduced to Sharesight by the Equity Mates community, and in this interview we unpack what Sharesight offers over tracking your portfolio through your brokerage account or in a spreadsheet. We also get Doug's view on the current state of the market and unpack some of the lessons he's learnt through his career in finance.
For Equity Mates listeners, Sharesight is offering the first two months free when you purcha…
15 Mar 2020
Basics: Investing When Life Gets Busy
One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing.
In this episode we go through a number of practical ways you can invest if you feel like your life is too busy to pay the markets much attention.
In this episode you will learn about:
The importance of getting your money sorted first, before diving into the market
Automation is key
How you can think about superannuation
Automatic deposits
Dollar-cost averaging
Micro-investing apps
Robo-advisors
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/
12 Mar 2020
Bonus Ep: Market Mayhem - Update from Ilan Israelstam
Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times.
In this short phone call, we check-in with Ilan Israelstam, co-founder of BetaShares, to get his view on what's happening, and how he is approaching it.
12 Mar 2020
Bonus Ep: Market Mayhem - Update From Andrew Brown
Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times.
In this short phone call, we check-in with Andrew Brown, who has some fantastic pieces of practical advice for us.
11 Mar 2020
Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio
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'.
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 Ma…
8 Mar 2020
Expert Investor: Julia Lee - Mastermind #6
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).
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 her…
4 Mar 2020
Expert Investor: Roger Montgomery - Lessons From 30 Years Investing
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!
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 [Pr…
2 Mar 2020
Bonus Ep: Coronavirus - Investing in a Panicked Market
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.
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 informat…
1 Mar 2020
EM Chat: What to Watch For in Reporting Season
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.
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.
27 Feb 2020
Expert Investor: Paul Wilson - Finding Gems Of Australian Technology
We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador.
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…
23 Feb 2020
EM Chat: Ask Us Anything | February
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.
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/
19 Feb 2020
Expert Investor: Investing In A Low-Interest Rate World - Daniel Foggo
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.
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
16 Feb 2020
Expert Investor: Matt Leibowitz - What's Hot, What's Not to Kick Off 2020
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.
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/
12 Feb 2020
Expert Investor: Investing In Companies Of The Future | Chris Wheldon
In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs).
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 conc…
10 Feb 2020
Expert Investor: Mastermind | Picking Stocks W/ Julia Lee
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.
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/
5 Feb 2020
Expert Investor: Understanding LICs and LITs with Magellan Financial Group
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'.
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, t…
2 Feb 2020
EM Chat: Our Stock Of The Year Picks For 2020
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.
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/
29 Jan 2020
Expert Investor: Andrew Brown's Bold Predictions for 2020
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.
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.
Wan…
26 Jan 2020
EM Chat: We're Back For 2020 With Some Bold Predictions
After a short hiatus over the summer months in Australia, we're incredibly excited to be returning for the first time in 2020.
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 Diam…
22 Jan 2020
Summer Series: Digital Wine Ventures (ASX: DW8)
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.
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 posi…
19 Jan 2020
Summer Series: Nearmap (ASX: NEA)
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.
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…
15 Jan 2020
Summer Series: Gage Roads Brewing Co (ASX: GRB)
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.
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
W…
12 Jan 2020
Summer Series: Fluence Corporation (ASX: FLC)
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.
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 val…
8 Jan 2020
Summer Series: Volpara Health Technologies (ASX: VHT)
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.
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…
5 Jan 2020
Summer Series: Dexus Property Group (ASX: DXS)
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.
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 Starter…
1 Jan 2020
Summer Series: Appen (ASX: APX)
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.
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.…
29 Dec 2019
Summer Series: Rectifier Technologies Limited (ASX: RFT)
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.
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 informatio…
25 Dec 2019
Summer Series: Avita Medical Ltd (ASX: AVH)
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.
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://diama…
22 Dec 2019
Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)
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.
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…
19 Dec 2019
Expert Investor: Tobias Bucks - Searching the World for Surprising Companies
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.
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 inf…
15 Dec 2019
Expert Investor: Chris Judd - Micro Caps from a Major Name
In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd.
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 da…
12 Dec 2019
Expert Investor: Matt Griffin - Small Caps, Large Returns
Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies.
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/
8 Dec 2019
Tips & Tricks: Introduction to Valuation
Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock?
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 Mo…
5 Dec 2019
Expert Investor: Andy Hart - Managing risk and making smart decisions
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.
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/
2 Dec 2019
EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year
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.
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 ht…
28 Nov 2019
Expert Investor: Paul Benson - Financial Autonomy
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.
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/
25 Nov 2019
Your Questions: Ask Us Anything - November | Trading Alerts, Ethical Investments and Retirement Goals
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.
We also answer the age old question - where in the world is Julia Lee.
20 Nov 2019
Classic Ep: Tobias Carlisle - A Strategy to Beat Buffett | Deep Value Investing
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.
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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 Ca…
17 Nov 2019
Classic Ep: How to avoid being eaten by a lion w/ Meir Statman
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…
13 Nov 2019
Expert Investor: Warren Buffett's 6 Rules Of Investing
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 - Berk…
11 Nov 2019
Trading Talk: Where Are They Now? | Hypothetical Portfolio Update
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 Inv…
7 Nov 2019
Expert Investor: Matt Leibowitz - What's Hot, What's Not in America
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 co…
3 Nov 2019
Basics: Leverage - Increasing your risk and your returns
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 i…
30 Oct 2019
Your Questions: Buffett, Banks & Bonds | Ask Us Anything - October
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/
27 Oct 2019
Trading Talk: Short Selling - Make money while everyone else is losing theirs
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 discovere…
24 Oct 2019
Who Are We & What Do We Do?
Welcome to Equity Mates Investing Podcast!
You have come to the right place if you're looking to start your investing journey. Equity Mates break down the world of investing, from beginning to dividend, to make the markets accessible for you. There's no jargon, no bulls*it, just entertaining and informative content delivered in laymen's terms.
Have a listen to our trailer, and then join us on the journey of investing. We look forward to having you onboard!
23 Oct 2019
Tips & Tricks: Best Alternative Sources For Investing Information
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 even…
20 Oct 2019
Basics: Understanding Market Cap - A Company's Price Tag
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.)…
17 Oct 2019
Expert Investor: Balaji Gopal, Vanguard - The $8 trillion ETF Provider
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…
13 Oct 2019
News: WeWork, Uber & the moment of reckoning in venture capital
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 disc…
9 Oct 2019
Classic Ep: Jesse Felder - Clear Thinking On What's Happening In Markets
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 s…
6 Oct 2019
Deep Dive : Pharmaceutical Industry
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
• Em…
2 Oct 2019
Expert Investor: Mates Of Equity Mates w/ Peter Knespal - All Things Bonds
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…
29 Sept 2019
Your Questions: New Zealand, Portfolios, Uber & More | Ask Us Anything - September
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)
25 Sept 2019
Expert Investor: Julia Lee - Mastermind #4
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 Invol…
22 Sept 2019
Tips & Tricks - What To Do With Your Tax Return | Spend, Save, Invest?
Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return?
Treat yourself? Pay down debts? Invest the whole lot? There are a lot of things you can do with your tax return - some, perhaps, more fruitful than others. In this episode, we talk about what we have done with our tax returns, and then we check in with three of our Expert Investors from the Equity Mates Community, to see what they will do with theirs.
You will hear from:
Louise Bedford - trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks
Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park
Mark Bernberg - a long-time cannabis investing enthusiast and founder of The Green Fund, Asia Pacific's preeminent media house
How to Get Involved in Equity Mates:
• Equity Mates Website
• Ask Us Anything Page
• T…
18 Sept 2019
Deep Dive: Agricultural Industry | You Got Beef?
Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian Gross Domestic Product. Australia is lucky to be strategically placed in the Asia-Pacific to capitalise on the growing population of the Asian region, and as such, the growing demand for our agricultural products. You'd think it'd be a no-brainer-investment, right?
In this Industry Deep Dive, we take a look at some of the key elements of the Australian Agricultural industry, and ways in which you can get investing exposure.
In this episode you will learn:
• Some of the staggering stats about the industry
• 6 key factors to consider when investing
• About 7 publicly listed companies
• Some of the easiest ways to get exposure to both the domestic, and international ag industries
• How Gina Rinehart is heavily involved in the beef industry
How to keep in touch with Equity Mates:
• Equity Mates Website
• Thought Start…
15 Sept 2019
Expert Investor: Ilan Israelstam, Betashares - ETFs of 2019 | India, Asian Tech Giants & European Blue Chips
If you're new to the show - welcome. You've chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great conversation with the Co-Founder and Head of Strategy and Marketing at BetaShares, Ilan Israelstam.
The ETF market continues to grow at pace, and the options between theme-specific and broad-market ETFs are starting to become endless for investors. BetaShares have released a number of interesting and appealing ETFs over the past 12 months so we decided to check-in with them to discuss their latest funds, and to address a number of questions that have come directly from the Equity Mates community.
For an intro to the basics of ETFs, listen to our first conversation with Ilan.
In this episode you will learn:
• The process BetaShares go through to develop a new ETF
• Why now is perhaps the time to be investing in India
• How the FTSE 100 gives exposure to some of the biggest brand names in the world
• Why Japan is excluded fro…
11 Sept 2019
News: Earnings Season Around the World
There is a big, wide world of opportunity out there, and one of the biggest mistakes investors can make is to not explore it. This mistake, when an investor only invests in their home market, is known as 'home country bias'. Think about it this way - Australia is 2% of the total value of the global share market. So if you only invest in Australia, you're missing out on the other 98% of the possible investing universe. Even the US - the largest share market in the world - is less than half of the global share market.
So to explore the world of investing, today's episode is taking a look at earnings season around the world. We often speak about the Australian market and American market on this show - so we're avoiding these two countries. Instead we're heading to Europe, Asia and South America to take a look at what caught our eye in earnings season around the world.
In this episode you will learn:
• England: About one of the world's largest alcohol brands you may never have heard…
8 Sept 2019
Expert Investor: Jonny Wilkinson, Equitise - Crowdfunding Innovative & Early-Stage Companies
We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges.
However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It's in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO.
The good news is that there are businesses set up to make the private markets accessible to the retail investor. One of the businesses is Equitise.
In this episode, we chat with the Co-founder and Director of Equitise, Jonny Wilkinson. Equitise is an equity crowdfunding platform, allowing Australian and New Zealanders to invest in early-stage companies in return for equity. It has the potential to be an exciting addition to your investment portfolio!
In this episode you will learn:
• Who Equitise are and what equity crowdfunding is
• Why a business would choose to crowdfund over VC, or debt
• Pro's and con's of c…
4 Sept 2019
Your Questions: Ask Us Anything (pt. 2) - Finding Information | Major Economic Indicators
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 over this 2 part series (there were too many good ones to limit it to just one episode!)
How to ask us a question:
• Ask Us Anything Page
• Facebook Discussion Group
In this episode, we address questions around:
• Where we go for investing information
• Where do we start looking for stocks
• General indicators of a recession
• Best way to minimise the impact of a downturn on your portfolio
• Stock prices when they are part of a takeover bid
• Plus many more!
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)
1 Sept 2019
Your Questions: Ask Us Anything (pt. 1) - Stop Loss | Minimum Funds | Recessions & More
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 over this 2 part series (there were too many good ones to limit it to just one episode!)
How to ask us a question:
• Ask Us Anything Page
• Facebook Discussion Group
In this episode, we address questions around:
• Is $500 enough to start investing?
• Should a stop-loss be used to protect a house deposit?
• What is the correlation between the ASX200 and the S&P500?
• Using BBUS, and how long to hold it for
• Plus many more!
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)
28 Aug 2019
Basics: Cash Flow & Profit | What's More Important For A Business?
Cash flow and profit - both are important elements of a healthy, growing business. But don't get them confused as being the same thing.
One of the biggest reasons that many businesses and entrepreneurs go out of business, is because they don't manage their cash flow. Just because a business is profitable, doesn't mean it's got sufficient cash flow to sustain itself.
Understanding the difference between the two, and what it means for the business you want to invest it, is important.
In this episode, you will learn
• The definition of cash flow
• The definition of profit
• What is means for a business to be cash-flow positive and cash-flow negative
• If a business can be profitable but have negative cash-flow
• Which of the two are more important
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
• Emai…
25 Aug 2019
News: Argentina's Market Plummets 48%. Why? | Emerging Markets
On August 12th, 2019, Argentina's S&P Merval Index (the most important index of the Buenos Aires Stock Exchange), plummeted 48% - the second-largest single-day drop of any stock market since 1950. The Argentine peso also fell 15%.
So the question is, why?
Investors were spooked by the result of a primary election, and with the economy already struggling, and debt mounting, it increased fears for the possibility of Argentina defaulting on its debt, again.
In this episode, we look at the context surrounding the stock market drop and use it as an opportunity to explore the advantages and risks associated with emerging markets.
In this episode you will learn:
• why Argentina's stock market plummeted 48%
• what sovereign debt is
• what measures Argentina's central bank took to stem the drop in their currency
• the five worst stock market drops since 1950
• the key risks to consider when investing in emerging markets
• some of the advantages of investing in emerging mar…
21 Aug 2019
Expert Investors: Julia Lee - Mastermind #3
Mastermind has quickly become one of the most popular mini-series of Equity Mates. And for good reason. We love sitting down with Julia Lee to pitch a stock or trade idea to each. It's with great excitement that we bring you the 3rd episode in the series!
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.
In this episode we discuss…
18 Aug 2019
News: 10 Companies We've Noticed This Earnings Season
Earnings season - that time of the year when public companies report their half year or full year financial results. We're about halfway through the season at the moment and we've seen some very noteworthy reports so far.
The most important thing to keep in mind when companies report - don't get too caught up in the expectations game. Analysts will have expectations and the share price will move based on how the company performs relative to these expectations. At Equity Mates what we focus on is asking ' does the company's recent report confirm my investment thesis?'. If your investment thesis still holds, then missing an analyst's expected number this reporting season isn't going to make a difference in the long-term.
So in this episode we talk about 10 companies that caught our attention and unpack what their recent reports tell us about their businesses moving forward.
In this episode we discuss:
• Baby Bunting (ASX: BBN)
• News Corp (ASX: NWS)
• Breville Group (ASX: BR…
15 Aug 2019
Basics: Exchange Rates - Money Makes the World Go Round - Here's How
The Australian stock market makes up approx. 3% of the global stock market. Even the US stock market is just over 50% of the global stock market. As such, its important to avoid 'home country bias' and expand your investing universe to take advantage of opportunity around the world. Especially today with technology making it easier than ever before to access global markets.
The first thing every investor must do when investing overseas is exchange their money into a foreign currency. With 180 currencies around the world, its important to understand what changing money into different currencies means for your overall returns. In this episode we unpack this process and explain what you need to understand about exchange rates.
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)
12 Aug 2019
EM Chat: What we've been watching in markets - Short sellers, Gold & Bitcoin
There's been plenty happening in markets recently, and even with 2 episodes a week we haven't had a chance to discuss it all. So in this episode we catch up on a few topics we've had our eye on. This includes changes in our personal investing journeys, new products for investors we're trying and big changes in the world of finance.
In this episode we discuss:
• The recent performance of the price of gold
• The difference between paper gold and physical gold
• Why gold is a counter-cyclical asset, and why that is important
• CommBank's new micro-investing app Pocket (https://www.commsec.com.au/pocket)
• Bitcoin's revival
• A few thoughts on Finance Twitter
• A brokerage platform Bryce is trialling with an interesting new feature
• Rural Funds Group's (ASX: RFF) busy week on the back of a report from an American short seller(As well as a brief commiseration about our footy teams)
How to Get Involved in Equity Mates:
• Equity Mates Website
• Ask Us Anythi…
8 Aug 2019
Basics: Central Banks & Interest Rates
Unless you've been in a submarine, blocked off from worldly communication, it would be pretty fair to assume you've heard a lot about central banks and interest rates in the media. Particularly over the past couple of years.
We're going through a period that is arguably quite unprecedented, and the role of the central bank is coming into question - do they have the influence they once had?
In this episode, we break down central banks and interest rates, to help you piece the economy together. We answer the following questions:
• What are central banks?
• Why are we talking about them now?
• What are the goals of a central bank?
• What is their role in the economy?
• How do they achieve their goals?
• What are interest rates? What is QE (quantitative easing)?
• Which country has the lowest interest rate and which has the highest?
Knowing the role of central banks and interest rates will go a long way to helping you form a solid base understanding of the economy.…
4 Aug 2019
Expert Investor: Adam Verwey - Is sugar an ethical investment?
The first thing you need to understand about ethical investing - it's a myth that you're sacrificing returns for morality. In fact, over the last 12 months (so including 2018's horrific end of the year) the ASX200 is up 8% and the S&P500 is up 3%. In comparison, Betashare's Global Ethical ETF (ASX: ETHI) is up 12% and their Australian Ethical ETF (ASX: FAIR) is up 15%. So it seems that good morals make for good returns.
To unpack the world of ethical investing, we sat down with one of the pioneers of this form of investing in Australia - Adam Verwey. Adam co-founded Future Super, the ethical super fund, in 2014 and has helped in grow into a large fund with $900m in assets under management.
In this episode we unpack Adam's journey and the growth of future super, and discuss some of the key considerations that go into ethical investing. If you've ever wondered if sugar is ethical, or been unsure about the ethics of big tech - then this episode should help answer this dilemmas.
How to…
31 Jul 2019
Deep Dive: Lithium - Powering the Renewable Energy Boom
Our long awaited and often requested lithium episode is finally here. Lithium is a key component to batteries for electric cars and renewable energy generation - making it a critical component of the current transformation of our energy grid. This has put lithium miners front and centre of people's minds and lead to a stock market boom in many lithium stocks.
In this episode we break down the lithium mining industry, the key players and the key trends you need to pay attention to if you're investing in the industry.
If you want a full list of lithium stocks trading on the Australian stock market (as Ren started to read out), check out this list here: https://smallcaps.com.au/lithium-stocks-asx-ultimate-guide/
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)
28 Jul 2019
Your Questions: Ask Us Anything - July | China's New Market, Margin Loans & Questions from International Listeners
Last episode of the month means it time for our Ask Us Anything episode. We've been collecting your questions from social media, our website and email and we answer the best questions here.
In this episode we answer questions on:
• China's new stock market - STAR Market
• Raiz's increased management fee
• Employee stock options
• Investing in Asian stocks, particularly TenCent
• Understanding economics
• Best brokerage platforms
• Investing in alternative asset classes
• Margin loans & NAB's Equity Builder
• Risks with ETF providers
Apologies if we couldn't get to your question this episode. We'll do our best to get back to you personally. If you want to ask us a question - hit us up on any of our channels.
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)
24 Jul 2019
Expert Investor: Jodie Hampshire - Is There Value In A Financial Advisor?
Is there value in a financial advisor? We got Jodie Hampshire on to help us find out.
Jodie is Managing Director of Russell Investments, Australia - a global asset manager with $400m under management across the world. She is also a member of the firm's Australia Leadership Team and the Russell Global Council. Russell Investments has just released a new Managed Account offering, so we spend some time discussing how they differ from your traditional managed account.
However, the main reason for getting Jodie on, was to discuss their Value Of An Advisor Report. The report looks holistically at the real value advisers deliver for their clients-from the knowledge and expertise required to help clients build personalised portfolios, to the support they provide when market conditions change. Advisors aren't for everyone, but sometimes it's hard to know just what value an advisor can actually give you. It's here that we try to find out.
In this episode you will learn:
• Who Russell Inve…
21 Jul 2019
Expert Investor: Peter Wilmshurst - Finding Value In Global Markets
Ever wondered what the day in the life of a portfolio manager looks like? Well in this episode you will find out!
We were lucky to grab some time with Peter Wilmshurst, Portfolio Manager at Templeton Global Growth Fund (ASX: TGG). Templeton Global Growth Fund is a Listed Investment Company (LIC), listing in Australia in 1987, however, they have a global approach, investing in some of the world's better-known brands.
Peter has a strong focus on finding value in his investments. In other words, finding companies that are cheap. With markets currently at all-time highs, Peter gave some fascinating insight into how a value investor approaches market cycles, spreading their investments across different industries at different points in the cycle.
Peter is incredibly experienced, and in this episode, you will learn:
• The story of Peter's first investment, and his journey to portfolio manager at Templeton
• What Peter's investing philosophy is, and how it may have changed over the…
17 Jul 2019
Expert Investor: Julia Lee - Mastermind #2
Mastermind is fast becoming our favourite episode of the month. The feedback from Mastermind #1 has been incredible which is why we're so excited to continue with the format and bring you Mastermind #2.
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 discussed:
• Ooh!Media (ASX.OML)
• Eclipx Group Limited (ASX.ECX)…
14 Jul 2019
Expert Investor: Chris Reining - How To Save And Invest Your Way To Retirement
We all dream of retiring early, don't we? One of our broader goals for investing, at Equity Mates, is to use stocks as a way of removing the need to rely on a pay cheque later in life. However, developing a substantial investment portfolio, that generates enough income for you to retire, can appear quite daunting, and maybe unachievable. Particularly if you have a mortgage, dependencies, or an inconsistent income stream.
The good news is, however, there are steps and some simple investing principles you can follow to get yourself on track to building that investment portfolio. This episode we chat with Chris Reining who has done exactly what we aspire to do - he saved, invested and then retired by the age of 37. Yes, 37! Chris now spends time doing what he loves, and not working in the corporate world.
In this episode you will learn:
• What Chris studied at university
• How Chris used his entrepreneurial flair and started a few businesses
• About the pivotal moment in which…
11 Jul 2019
Basics: Key Metrics for Different Investing Styles
One of the most common questions we get asked is "what metrics should I be looking at?" Our unhelpful answer back is often "it depends..."
Different investing styles lend themselves to different investing metrics. So in this episode we focus on three major styles of investing - Value, Growth and Momentum - and talk about some key metrics for each style.
Keep in mind these lists are not exhaustive and distinctions are not clear. These metrics can be useful for all types of investors to try and build a complete picture of a company's situation, market price and future prospects.
In this episode you will learn:
• Value investing - Price to Earnings & Price to Book
• Growth investing - Earnings Growth, Revenue Growth & Return on Equity
• Momentum investing - Rate of Change, Moving Average amongst others
How to Get Involved in Equity Mates:
• Equity Mates Website
• Ask Us Anything Page
• Thought Starters
• Equity Mates Facebook Page
• Facebook Discussion Group…
7 Jul 2019
Expert Investor: Henry Jennings - How Small-Caps Can Give Big Returns
You may have heard of micro-cap, small-cap, mid-cap, large-cap, and mega-cap before. No, it doesn't refer to sizes of cappuccinos! It refers to the market capitalisation of companies. Many investors choose to specialise in investing in companies of a particular market capitalisation, because companies can have different attributes depending on where they are in their growth cycle. Generally speaking, a micro-cap company would be very early on in its growth cycle, compared to a mega-cap. We've had a lot of interest from listeners wanting to know more about small-cap stocks, so that's why this episode we sit down with Henry Jennings.
Henry has spent a lifetime in stockbroking and investment banking. Originally from the UK, Henry has been a divisional director for Macquarie Bank responsible for equity trading and has been both a trader and a broker during his career. Currently, Henry is a Senior Investment Analyst and Portfolio Manager at Marcus Today. Henry specialises in small and mid-…
3 Jul 2019
Expert Investor: Mark Bernberg - The Biggest Investing Opportunity Since The Creation Of The Internet
The Cannabis industry has been on our radar for a while now, but it's still so early on in its growth (pun intended). There's a lot to learn about the industry, and we believe it's important to start understanding it now, as the investing opportunities are potentially immense. That's why we sat down with founder and CIO of the Green Fund, Mark Bernberg.
The Green Fund is a global research house, covering the global cannabis industry with a specific focus on the APAC region. Mark also runs a fund, specifically investing in cannabis, for sophisticated investors. He has a deep knowledge of the industry and provides us with some fascinating insight into the future growth trajectory of the cannabis industry.
In this episode you will learn:
• What sparked Mark's interest in medical marijuana
• Some of the key stats about the industry: value, projected growth and some of the big players
• Why you should back out of investing in the supply side
• The environment in Australia, an…
30 Jun 2019
EM Chat: Tracking our 2019 Bold Predictions
New Financial Year seems like a good time to review the predictions we made at the start of the year (also Bryce's book still hasn't arrived for our monthly bookclub - thanks Amazon - so we've had to delay that). So enjoy listening as we review some of our predictions from 6 months ago. There are some that we can make a call on (i.e. Alec's prediction for the 2019 Federal Election) and a lot that we're tracking as we enter the second half of the year.
Topics include:
• Overall market performance
• Investment style - will value outperform growth?
• A number of company specific predictions - Disney, Afterpay, Uber, Lyft & WeWork
• We've also included a call on cryptocurrency (given its recent run)
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)
26 Jun 2019
Your Questions: Ask Us Anything - June | Franking Credits, Diversification & Facebook's Cryptocurrency
Last episode of the month, means we're once again answering your questions. In this episode we're answering questions on:
• Franking credits
• Bonds and fixed income products
• Mergers and acquisitions
• International diversification and exchange rates
• Facebook's new cryptocurrency Libra
• Intrinsic value
• Knowing when to sell
If you want to ask questions for our next Ask Us Anything episode, reach out to us via email, social media or the Ask Us Anything section of our website.
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)
24 Jun 2019
Basics: Investing Clean & Green | Ethical, Socially Responsible & Sustainable Investing
Ethical investing is becoming increasingly popular, and it's also delivering some great returns. Due to popular demand, we've dedicated this episode to explore ethical, socially responsible and sustainable investing. According to the Responsible Investment Association Australasia, "responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection and monitoring of investments." As it's an area of investing that is growing, both in assets under management, and in terms of products becoming available to retail investors, there is a lot to consider for us investors. In this episode you will learn: • What ethical investing is • Whats socially responsible investing is • What sustainable investing is • What the Responsible Investment Association Australasia (RIAA) is and what it means for investors • The growth of ethical investing • Ethical investment options for ret…
19 Jun 2019
Expert Investor: Julia Lee - Mastermind #1
Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We're so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates Mastermind sessions. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia, and 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 ge…
16 Jun 2019
EM Chat: Inside The Mind Of A Beginner Investor | Mates of Equity Mates
This episode is a cracker - a must-not-miss!
One of the original reasons we started Equity Mates was to track the journey of other beginners, as we all learnt to invest together. We believe there is a huge amount of value in learning from other beginners because we all face the same challenges. While it's still very important to get insight and ideas from the experts, sometimes it's refreshing to hear the experience of someone on your level.
In this episode, we start our Mates of Equity Mates series and sit down to talk with Kip. Kip is in his late 20's, working full-time, and has made a couple of small purchases to start his investing journey. We wanted to pick his brains, answer some of his questions, and get an insight into his approach over the next 12 months, as he plans to become more active.
In this episode you will learn:
• How Kip decided what stocks to buy
• Kip's investing strategy and approach over the next 12 months
• How Kip saves to invest
• Why Uber migh…
12 Jun 2019
Expert Investor: Meet The Investor: Paul Moore | Back Your Conviction
We don't need to look very far to find some very successful and talented investors in our very own backyard. Many episodes ago we introduced Meet The Investor, with Kerr Neilson - the beginning of a series of episodes introducing you to an Australian investor you may not have heard of. After a hiatus, we're returning to this format to bring you the second episode of Meet The Investor. We've chosen Paul Moore. Who is Paul Moore: Paul Moore is the founder and Chief Investment Officer of PM Capital. He developed the strategies and philosophy that guide the investing principles at PM Capital, and have underpinned the fund's consistently good performance, compared to indices, since it began in 1998. Paul started out in 1985 as an equities analyst, and then went on to be a fund manager at BT, looking after the Select Markets American Growth fund. Between 1994 and 1998 Paul was in charge of two of Australia's best performing global equities funds, and his group was awarded International Equit…
9 Jun 2019
EM Chat: Free Money! Now that we have your Interest... Rates
The RBA made history last week. For the first time in nearly three years they moved interest rates. Notably, the moved interests rates down, cutting the cash rate to historic lows - just 1.25%. For context, at the depth of the Global Financial Crisis - rates were 3%.
In this episode we go back to basics and explain what the importance of the RBA's cash rate, and what the implications are across the economy. By the end of this episode you'll be marking the first Tuesday of every month into your calendar.
How to Get Involved in Equity Mates:
• Equity Mates Website
• Thought Starters
• Equity Mates Facebook Page
• Facebook Discussion Group
• Instagram
• Equity Mates Twitter
• Email (contact@equitymates.com)
5 Jun 2019
Expert Investor: Ted Richards | The Dunning-Kruger Effect
It wasn't enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park.
Ted has recently returned form some time abroad, where he studied behavioural finance at Harvard. We spend time unpacking some of his learnings. Understanding and recognising mental bias as an investor is very important, and can help you to avoid silly emotional-driven mistakes. The Dunning-Kruger effect is an example of a cognitive bias. Simply it's a tendency for unskilled individuals to overestimate their own ability and the tendency for experts to underestimate their own ability. This applies to all investors!
Ted is a strong believer of taking the emotion out of investing and applying a rules-based approach, to try and reduce the impact of cognitive bias.
It's always good to ref…
3 Jun 2019
Book Club: Lessons from a $500 Billion Company
First episode of the month means one thing - Equity Mates Book Club. Last month we read Sam Walton's book Made in America. By telling the story of one of the greatest ever American business people, Made in America tells the story of Walmart. Starting in 1962 with a handful of stores it charts the journey to the giant of global retail that it is today.
In this episode we unpack some of our actionable insights from the book, and explain how the lessons learnt from this one company can be applied across the investing landscape.
29 May 2019
Your Questions: Ask Us Anything - May
As always, the last episode of the month is devoted to answering as many of the questions that have come through from listeners as we possibly can. From Instagram, and Facebook, to our 'Ask Us Anything' forum, and old fashioned letters, the questions have been flying in this month. As always, ETFs were a hot topic, as was tax.
In this episode you will learn:
• about software for tax (or the best way to approach tax time)
• our thoughts on trying to choose between ASX200 or the S&P500
• if there is a winner between Vanguard's A300 fund or High Yield Fund
• how to access and IPO
• about the risks with ETF liquidity if there is a run on the market
• how to decipher the noise between 'we're at a market high' & 'don't worry about timing the market'
If you want to ask ANY question, we have a forum just for it - Ask Us Anything Page. Of course, we'll field questions across all of our channels.
How to Get Involved in Equity Mates:
• Equity Mates Website
• Thought S…
27 May 2019
Deep Dive: Aviation | Is This Industry Taking Off?
With revenue of $43.5 billion, adding $15 billion to the Australian economy in 2017, the aviation industry is massive and can provide plenty of opportunity for investors. The industry is not just all about the big-name airlines though. It can be broken down into five main subsectors:
• Domestic commercial aviation
• International commercial aviation
• General aviation
• Air-freight transport
• Aviation support infrastructure
Within these, there are over 1,800 companies in Australia, both private and public. In this Industry Deep Dive episode (more of a shallow dive, given the size of the industry), we take a look at a number of public companies in Australia that can give you exposure to the industry.
In this episode you will learn:
• About the size of the aviation industry and its contribution to the Australian economy
• Some of the key drivers of growth for the industry
• What airlines are listed on the Australian Stock Exchange (some you may have never hea…
22 May 2019
Classic Ep: Why Alan Kohler is Disgusted with Warren Buffett
For this episode we're reliving one of our favourite all-time episodes - our interview with Alan Kohler. Released in September 2017 (episode 18 of Equity Mates) we spoke to the ABC Journalist and former editor of the Australian Financial Review about his life, career and thoughts on the market.
We're hoping all of our new Equity Mates enjoy hearing one of our earlier interviews. For those that have been with us from the start, we hope you enjoy reliving our conversation with one of Australia's most prominent market watchers. For more details, check out the original episode's show notes below.
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For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o'clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o'c…
19 May 2019
Trading Talk: Stocks Affected by the Election Result
With the Australian Federal Election now in the books, there are a number of CEO's out there either licking their wounds or celebrating their good fortune. Some of the policies announced by the major parties would've had big effects on the fortunes of their companies.
A few days before the election we spent some time looking at a few key announcements and noting particular Australian companies that would be closely watching the result.
15 May 2019
Expert Investor: Julia Lee - Picking Stocks
For this episode we sat down with notable Australian market watcher and equity strategist at Bell Direct, Julia Lee. Julia has worked in Australian markets for the majority of her career and is joining us to give us some insight into the Australian market.
We cover off on all the hot topics from the Buy Now, Pay Later sector to the Infant Formula boom Australia is living through. We also ask Julia about her work studying the drivers of share price movement (something we all want to understand).
In this episode you will learn:
• Why Julia thinks Warren Buffett may be overrated
• Julia's investing style - value v growth
• How Julia's first investments beat the market and the surprising way she picked them
• Julia's first experience with options trading
• The key factors that drive share price movement
• How Julia thinks about the Buy Now, Pay Later sector
• What Julia is seeing in the Australian market
Stocks and Resources Discussed:
• Apollo Tourism (ASX: AT…
12 May 2019
Expert Investor: Warren Speaks, We Listen: Berkshire Hathaway Q&A - Part 2
Part 2 of our Berkshire Hathaway Annual Meeting special sees Warren Buffett and Charlie Munger answer a range of questions from investments in American Express and Sees Candy to their thoughts on automation and what that will mean for jobs.
If you missed Part 1, you can listen here or in your podcast feed.
Questions in this Episode:
• Sees Candy - 5:06
• Apple - 12:18
• What Warren and Charlie Value - 15:42
• Activist Investors - 18:33
• Circle of Competence - 21:14
• Sustainability - 26:26
• Index Investing - 35:58
• Jobs and Automation - 42:56
• Investing Overseas - 48:47
• American Express - 53:27
• Managing Risk - 59:48
• How Warren would make 50% returns - 1:05:21
• Berkshire's Transition post-Warren and Charlie - 1:08:17
• Berkshire's Legacy - 1:12:18
How to Get Involved in Equity Mates:
• Equity Mates Website
• Ask Us Anything Page
• Thought Starters
• Equity Mates Facebook Page
• Facebook Discussion Group
• Instag…
8 May 2019
Expert Investor: Warren Speaks, We Listen: 2019 Berkshire Hathaway Q&A - Part 1
There were two big celebrations of investing over the weekend. In the Southern Hemisphere - the Equity Mates 100 Episode Party. In the Northern Hemisphere - Berkshire Hathaway's 2019 Annual Meeting.
The Berkshire Annual Meeting (also known as Woodstock for Capitalists) is a celebration of all things Warren Buffett, the 88 year old stock market genius, and his offsider, 95 year old Charlie Munger.
One highlight of the weekend is Warren and Charlie's Q&A. This year they sat on stage and answered questions for almost 7 hours. We've listed to the full 7 hours so you don't have to, and pulled out some of our favourite questions.
Here are our favourite questions from the first 3 and a half hours of Berkshire's Q&A (Part 2 will come out next Monday).
Questions in this Episode:
• Stock Buybacks Q1 - 6:05
• Stock Buybacks Q2 - 9:57
• Most fun investment - 11:43
• Kraft Heinz - 15:38
• Wells Fargo - 22:31
• 5G Technology and Managing Change - 33:19
• Amazon and Google -…
5 May 2019
Next Top Trader: Alan Ng | How To Win A Trading Competition
Last week we announced the winner of Next Top Trader, and as promised, we sat down to discuss the winning moves with Alan.
Alan, 20 years old, did a fantastic job to win the competition in 6 weeks, with over a 30% return. With a focus on day trading, and swing trading, Alan had to change his strategy as he was going on holidays. Luckily, the strategy paid off!
Like many, Alan is relatively new to investing, so there is plenty to learn from this episode. He shares his strategy, his investing journey, where he finds information and what he looks for in stocks.
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)
1 May 2019
Book Club: Howard Marks - The Most Important Thing
First episode of the month means it is time for the Equity Mates book club. This month we are discussing Howard Mark's classic investing book 'The Most Important Thing'.
Howard Marks is the co-founder of Oaktree Capital Management, a $120 billion fund based in America. Howard is known for his memo's - a must read for any investor. In this book Howard uses his old memo's to illustrate some of the most important things for an investor of any level.
In this episode you will learn:
• What Howard considers the most important consideration for any investor
• Understanding price and knowing what you should pay
• Managing risk, and the importance of understanding the difference between probability and outcome
• How to properly size your positions
• Why market cycles always happen and how investors should take advantage of them
• The importance of asset allocation
Stocks and Resources Discussed:
• Equity Mates Book Club Page
How to Get Involved in Equity Mates:
•…
28 Apr 2019
Next Top Trader: We Have A Winner! | New York Awaits
It is with great excitement that we can now announce the winner of Australia's Next Top Trader. After a great 6 weeks of trading and investing, there can only be one winner.
Our winner had a return of 36% over 6 weeks. That's 315% annualised. A massive result. To find out what stocks he traded to win the trip to the New York Stock Exchange, and how he came storming home in the last week, tune in now! We also look at the average returns for all the competitors, the top stocks and ETFs in favour during the competition, and what's next for Australia's Next Top Trader.
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)
28 Apr 2019
Your Questions: Ask Us Anything - March & April
Now with Australia's Next Top Trader behind us, it's time to go back and answer all the questions that have come in over the last 2 months. There have been so many great ones!
We've endeavoured to answer as many as we can, and will post answers to those that we haven't, on the forum on our website.
In this episode you will learn:
• our thoughts on investing for your child's future, and what assets you could consider
• how the holdings in an index fund work - it might surprise you!
• why we stopped our model portfolio, and when we plan to bring it back!
• our thoughts on SelfWealth and other online brokers
• what shorting is, and how it is different from placing a 'long' investment
• where to go to get a list of all of our essential episodesKeep the questions coming in, we love it, and they're so beneficial for everyone!
How to Get Involved in Equity Mates:
• Equity Mates Website
• Ask Us Anything Page
• Thought Starters
• Equity Mates Facebook Page…
24 Apr 2019
Basics: Putting the Super back in Superannuation
Superannuation - something everyone has and very few people pay attention to. Most people are aware of the importance of making the right Super decisions, but a lot of the time it gets put into the 'too hard' basket. In this episode we hope to make things a little bit clearer.
We've been receiving plenty of questions from listeners (and we'll do a big Ask Us Anything episode soon) but we wanted to pull out some questions about Super and do a separate episode on them. We also talk about our personal Superannuation set ups and how we chose the funds we're currently with.
In this episode you will learn about:
• The differences between a Superannuation account and an investment account
• The tax advantages that comes with Superannuation contributions
• Why your investing goals should affect how much you put into your Super
• What strategy should you adopt in your Super account
• A good rule of thumb for equity/bond split in your Super
• How both of the boys set up thei…
21 Apr 2019
Next Top Trader: Final Update & Market Recap
Over the past six weeks we've been watching some of Australia's best university students battle it out for the title of 'Australia's Next Top Trader'. With the competition finished, we've recorded this episode to wrap it up and look back on the past 6 weeks. While we're not ready to announce the competition winner, we can announce the winner of the competition within the competition: who won between Bryce and Ren?
In this episode you will learn about:
• The movement of major US markets over the past 6 weeks and how that compared to Australia
• Oil's incredible run and how some of the major indices are tracking
• Notable highlights from last week's quarterly earnings results announcements
• What you should be watching in US markets over the coming weeks
• How Bryce and Ren ended the Next Top Trader Competition
• The key lessons the boys learnt from the past 6 weeks
Stocks and Resources Discussed:
• Next Top Trader Website
How to Get Involved in Equity Mates:…
17 Apr 2019
EM Chat: Stock of the Year Update
Earlier this year, we each picked one company to be our 'stock of the year'. With the first quarter of the year past we thought it would be a good time to take stock and see how they're going.
In this episode you will learn about:
• The companies Bryce and Alec chose for Stock of the Year
• Why Alec's pick has actually gone backwards
• The key industry drivers of Australia's horticultural industry
• Why your fresh fruit and vegetables are getting more expensive at the local shops
• Why Bryce's pick is doing well
• The massive disruptions in the baby goods industry over the past couple of years
• How Baby Bunting is competing against online retailers
• A Discounted Cash Flow analysis of each company
Stocks and Resources Discussed:
• Costa Group Holdings (ASX: CGC)
• Baby Bunting Group (ASX: BBN)
• Money Chimp Discount Cash Flow Calculator
How to Get Involved in Equity Mates:
• Equity Mates Website
• Ask Us Anything Page
• Thought Starters…
14 Apr 2019
Next Top Trader: Week 5 Update | Walk Disney Is Hot!
As always, we start this week with an episode that recaps the last 5 days of market trading in the US, the jostling of positions on the leaderboard of Next Top Trader, and a review of our portfolios.
With Ren maintaining his lead over Bryce, we look at both of the portfolio's performances and discuss what our strategy is going to be for the last week of the competition. Alec is sitting pretty, so Bryce needs to pull a rabbit out of a hat if he's to have any chance of getting ahead.
We discuss why Walt Disney and Comcast Corp both had great weeks, and review another solid week of growth on the NASDAQ that has taken it to new all-time highs.
Last week Ren put a trade on for a 3x leveraged inverse-financials ETF, expecting that the big banks would report underwhelming results, however, this wasn't the case...
Tune in for all the latest. There's only one week of Australia's Next Top Trader to go and the competition is tight at the top. This time next week, we will have a winner! Stay tun…
11 Apr 2019
Deep Dive: Take a punt on this episode | Casinos
James Packer's company Crown Resorts (ASX: CWN) was in the headlines this week after it was revealed that US-based Wynn Resorts (NASDAQ: WYNN) was interested in a takeover. While Wynn are saying they are no longer interested in Crown, it got us here at Equity Mates interested in the Australian gambling industry.
So here is our 'shallow dive' into the Australian gambling industry (think deep dive while trying to keep to our 20 min or less episode length).
We plan to do more industry shallow dives in the future, so if you have an industry you want us to talk about hit us up via email, social media or the Ask Us Anything page on our website.
In this episode you will learn about:
• Wynn Resorts takeover offer for Crown Resorts and the reasons it was quickly taken off the table
• Why Wynn's takeover price was $14.75/share but Crown's share price only rose to $14.08/share
• A brief history of Australia's casino industry
• The two major players in the industry and a few of the…
7 Apr 2019
Next Top Trader: Week 4 Update | The Best & Worst Performing Stocks
Bullish momentum continued this week in the US, with the markets rising again, just like Ren's position on the leaderboard. With only two weeks to go for the competitors in Australia's Next Top Trader, it's getting to crunch time.
In this week's update, we review the week that was in the US, and dive into our portfolios to see who is the better trader at this point in the competition.
In this episode you will learn:
• How the S&P500 and the NASDAQ performed last week
• How the Brexit turmoil is impacting the pound
• Oil is still on the rise, and why that is
• Why Tesla had a shocking week
• Harley Davidson reported positive sales numbers, and the impact it's having on their share price
• Which company is benefiting from Boeing's issues with their 737 aircraft
4 Apr 2019
EM Chat: Equity Mates Return Home
After a solid 3 weeks of podcasts for Australia's Next Top Trader, we've now reached the point where we can switch our focus back to the core of Equity Mates - the Aussie market.
This episode we go back to our roots, moving away from the US markets for the moment, to discuss what has happened on the markets in Australia while we've been dreaming of New York, and helping the contestants get there!
In this episode you will learn:
• what some of the best performing stocks were for the month of March
• what some of the worst performing stocks were for the month of March
• what we've decided to do with some of our cash in this low-rate environment
• about Alec's value ETF and Bryce's approach to dividend yields
Going forward, we will be changing the frequency of our shows to every Monday and Thursday. Enjoy!
31 Mar 2019
Next Top Trader: Week 3 Update | The Strategy Of A Technical Trader
We're now about to launch into the 4th week of Australia's Next Top Trader, meaning we are at the halfway mark! A lot of traders are in the green, which is great news. Our top 10 are flying, and the race for top spot is really heating up.
As usual, to start the week, we discuss the week that was on the US markets. We take a look at oil, the S&P500, the NASDAQ, and discuss the performance of our portfolios.
As well as sitting down with Matt to discuss what stocks are hot, and what aren't so hot, we chat with Tiaan - a student from the University of Sydney, about his strategy for the competition, and broader investing approach. Tiaan has a technical approach to investing, and gives us a great insight into his way of determining which stocks to buy.
Reminder: you can still join the comp, and there is still time to win. Head to https://www.nexttoptrader.com.au
28 Mar 2019
Next Top Trader: Market, Stop and Limit | Different Orders
When placing an order to buy or sell your stocks, you may have noticed there are a few options you can choose from - market order, limit order or a stop order. Each order type has its advantages, and can be used in different situations, depending on what you are trying to achieve.
Understanding what these order types mean, and how to execute them, will help you manage your risk and return.
The most basic, and common, order type is the market order. In this episode we explain what it means and how it's executed. You would have heard us talk about the 'stop loss' and how it can be used to lock in your gains or limit your losses. If you've always wanted to know what we're talking about, then this is the episode for you.
This is the last episode in our lesson series for Australia's Next Top Trader. We'll continue to bring you market updates and stock tips each Monday for the remainder of the comp, and will return to the regular Equity Mates content!
27 Mar 2019
Next Top Trader: How To Know When To Buy & Sell
Knowing when to buy and sell may be the difference between making a lot of money in this competition, and actually winning the trip to New York. So in this episode we offer some tips & tricks to help you think about the right time to get in or out of a stock.
In this episode you will learn:
• 3 possible strategies for timing your buy & sell decisions for this trading competition
• Some key considerations when thinking about how much to buy and sell decisions
Stocks and resources discussed:
• Equity Mates Investing Glossary
26 Mar 2019
Next Top Trader: Turn Up The Volume!
No, we're not talking about the volume of your speakers. We're talking about the volume of trades.
Volume, or the amount of a stock traded each day, is a key metric many investors use to help them make buying and selling decisions. When a stock is in demand, its price tends to go up, as there are more people wanting to buy than sell. Conversely, when a stock is out of favour by investors, and more are wanting to sell than buy, the price tends to be pushed down.
Volume helps give you an indication of the favour of the stock - if it's in demand or not. This episode, we dissect volume, and how you can use it to benefit your investing decisions.
25 Mar 2019
Next Top Trader: Investing In Market Sectors
At this point, you're a week into the competition and hopefully have started to make some money. As we enter Week 2, it is important you understand all the different options out there.
So in this episode we break down the major categories companies are divided into on the share market, these are known as 'sectors'. Hopefully they give you a greater idea of all the investment options available to you.
In this episode you will learn:
• The 11 sectors the market is divided into:
• Finance
• Utilities
• Consumer Discretionary
• Consumer Staples
• Energy
• Healthcare
• Industrials
• Technology
• Telecommunications
• Materials
• Real Estate
24 Mar 2019
Next Top Trader: Week 2 Update | An Expert Look at What's Hot & What's Not
With the second week of trading behind us, it's time to recap the week that was, and look forward to what's coming this week! The markets finished the week down, with a very bumpy ride on Friday night. Volatility shot up, gold hit highs, and utility companies performed well. Tech was hit, and weed cooled.
In this episode we:
• review the markets in the US for the last week
• recap the trades that we made, and how they performed
• discuss our strategy for the coming week
• get some professional insight into the markets from Matt
• talk about volatility, and how it can be traded
• look at one of the hottest stocks of the year
• get an insight into 4 stocks that are on Matt's watchlist
A reminder that there is still time to win the competition if you haven't yet joined, or placed a trade. We have 4 weeks to go - a lot can happen in the markets during this time. Head to https://www.nexttoptrader.com.au to enter.
21 Mar 2019
Next Top Trader: What is a stock vs ETF vs LIC?!
The investing universe is massive. From individual companies to gold, from real estate to government debt - the options available to investors these days is unprecedented. However, this choice can also cause problems for investors, simply overwhelming them with choice and causing some of the best opportunities to never be found.
In this episode, we're going to help simplify the options available by covering off the largest 3 - Stocks, ETFs and LICs (called closed-end funds in America). While there are more options out there, these are the major options available on Stake.
In this episode you will learn:
• Quick recap on stocks
• About Exchange-Traded Funds and the options available for the competition via Stake.
• What Listed-Investment Companies are, (aka Closed-End Fund in America) and what the offer for investors
20 Mar 2019
Next Top Trader: Pardon The Jargon | Company Specifics
This is the final episode of our short 'pardon the jargon' series, and we're focusing on an individual company level. When analysing an individual company you'll often come across terms and metrics that are not clear.
We're hoping to make it slightly clearer in this episode today.
In this episode you will learn:
• What the term Market Cap means and how you can calculate it
• How to understand Earnings and Earnings per Share
• What Trading Volume measures
• How you should understand the Price/Earnings ratio and what it tells you about the price of a company
Stocks and resources discussed:
• Equity Mates Investing Glossary
19 Mar 2019
Next Top Trader: Pardon The Jargon | Key Trading Terms
Part 2 of our 3 part Pardon the Jargon series. If you're a week into the competition and feeling a little unsure of yourself - this is a great place to start. Don't get put off by the terms you haven't heard before and are struggling to understand - we're heard to break them all down.
In this episode we're going to break down some of the key trading terms you'll hear.
In this episode you will learn:
• Quick recap of Stock and ETF's and the difference between the two
• How to understand the term Index, and examples of it in an investing context
• What Stop Losses are, and how you can use them to minimise risk of losing money
• The difference between a Bid Price and an Ask Price
tocks and resources discussed:
• Equity Mates Investing Glossary
18 Mar 2019
Next Top Trader: Pardon The Jargon | Understanding The Market
As a podcast, we hate jargon. We think it is one of the main reasons people never start investing, and we want to help people break through this barrier. So in this episode (and the next couple to come) we're going to break down some key investing terms that you'll come across during the competition and in the course of your investing life.
In this episode you will learn:
• What is meant by the acronyms NYSE and NASDAQ
• How to think about Bull and Bear markets
• Definitions for terms; Asset, Bonds & Interest Rates
Stocks and resources discussed:
• Equity Mates Investing Glossary
17 Mar 2019
Next Top Trader: Week 1 Wrap | The Top Strategy & What's Hot & Not
We've made it to the end of the first week of competition, and with American markets opening again 12:30am Tuesday morning, it's time for us to do a wrap-up of the first week.
In this episode, we discuss how our trades performed over the past week, what we bought and what our strategy will be going into the second week of trading.
We get some insight into the strategies of the Top 10 traders on our leaderboard - it's all about cannabis at this point!
Make sure you head to the game website for more information about the game, to sign-up if you haven't already (there is still time to win!), and to check out the leaderboard. You can refer your friends into the competition as well, and both you and your friend will receive $5 into your trading account.
14 Mar 2019
Next Top Trader: Utilising Watchlists & Understanding Your Holdings
We've been receiving a few questions from competitors about using Stake, so we wanted to spend an episode explaining two features. Hopefully this helps you with the competition, and gets you one step closer to New York.
If you still have questions about the Stake platform or the competition more generally - hit us up at contact@equitymates.com.au
In this episode you will learn:
• Where to find the shares you own on Stake, and the key information about your trades
• Understanding the different between 'Performance' (how the stock has performed since your purchased it) and 'Last Price' (how the stock performed over the last trading day)
• What 'Your Watchlist' is intended for, and how you can best use it.
13 Mar 2019
Next Top Trader: Playing The Short Game | Tips To Succeed In 6 Weeks
Next Top Trader is a 6-week competition. That means 30 trading days to win your way to New York. With a short time horizon, you need to ensure your strategy is suitable.
In this episode, we break down some key tips & trips to excel with such a short time horizon.
In this episode you will learn:
• How Chris Brycki won the ASX Sharemarket game 3 times - and what you can learn from that
• What to do if your stock starts falling
• Why timing is more important than being right
• How you can look for events that will drive price changes during the competition
12 Mar 2019
Next Top Trader: Finding Inspiration | Where To Look For Your First Stock
Finding the right trade is one of the hardest part about getting started. Every time you find a trade, you can find a way to talk yourself out of it. So in this episode, we cover some of the ways you can find trading ideas, and hopefully set you on the path to finding that competition winning trade.
In this episode you will learn:
• 3 ways to find stocks:
• Let the numbers do the talking
• Follow the leader
• Use your environment
Stocks and resources discussed:
• Equity Mates Investing Glossary
• Next Top Trader Videos
11 Mar 2019
Next Top Trader: Game Rules
With Australia's Next Top Trader now in full swing, we want to reitterate the rules, as well as all the ways in which we'll be delivering lessons, updates and market tips to you over the next 6 weeks.
Night 1 of the competition is done. 29 trading days to go until one lucky competitor is on a flight to New York.
If you haven't made a trade, or haven't signed up yet, don't worry. There is no deadline to sign up or trade, it is simply about who can make the most money in the trading period. So head over to the competition website and sign up today - www.nexttoptrader.com.au
In this episode, we are going to recap the competition rules so every competitor knows exactly what they need to do to win the trip to New York. If you have further questions about the rules or the competition in general - email us at contact@equitymates.com.
What do you need to know?
• Competition period: 11 March - 20 April
• How to sign up: Register on NextTopTrader.com.au and then sign up and fund your S…
10 Mar 2019
Next Top Trader: The Comp Starts & What's Hot In The Markets w/ Matt
Welcome to Australia's Next Top Trader!
You're quite possibly feeling a bit overwhelmed right now, and very unsure on a lot of things, particularly what on earth you might buy for this competition! Have no fear though, we have some fresh ideas coming your way!
To kick-off the competition we have Matt Leibowitz, the co-founder and CEO of Stake, joining us to give his insights on the current market conditions and to share a few stocks that are currently on his watchlist.
What you need to know:
• Join the competition here, if you haven't already!
• US Markets are open in Australia from 12:30am - 7am AEST Tuesday morning - Saturday morning
• You can place a trade at any time, and it will be executed during the opening hours
• You need to make sure you fund your account to start playing
In this episode you will learn:
• Matt's view on the current climate of the US markets - weak or strong?
• One industry to keep an eye on
• One industry that may be running out of…
6 Mar 2019
Expert Investor: Brandon - Aussie Wealth Creation | Money Is Made In The Stock Market While You Wait
When we sat down to chat with Brandon, who hosts the YouTube channel Aussie Wealth Creation, one of the first things he said was, "you never know the emotion of trading until you actually do it". We couldn't agree more with this statement. It's one of the most important messages we have for beginner investors. The biggest lessons you will learn are by doing.
We connected with Brandon because we both share the same ethos. We started out not really knowing much about investing and decided to record our journey as we learnt to invest, in the hope that it would inspire others to join too. Brandon has a deep focus on value investing and has been working on his strategy for a few years now.
In this episode you will learn:
• What the hardest thing was for Brandon when buying his first stock
• Where he found inspiration for his first purchase
• His 'must-read' book that now forms the basis for his investing strategy
• How understanding meaning, moats, management and margin of sa…
4 Mar 2019
103. Ask Us Anything - February (part 2)
Due to the number of questions we wanted to answer, we had to split February's Ask Us Anything over 2 episodes. So here is part 2 - where we answer some of the best questions we've received over the last month.
In this episode you will learn:
• What are 3 major things to look out for when selecting a Financial Advisor
• How you can go about discovering and then monitoring stocks in the US
• How to track multiple strategies through the same brokerage account
• How we think about crowdfunding equity platforms and anything investors should be wary of if they're thinking about investing
• What are progressive dividend policies and are they still a concept followed by public companies?
• How should investors think about the price war for brokerage at the moment? And is the same price war raging for larger investors as well?
• How options trading works and the difference between covered and naked options
• How to think about investing in Uranium
Stocks and Resource…
3 Mar 2019
Your Questions: Ask Us Anything - February (part 1)
Last episode of the month means we answer all of your questions. We've received so many, that we're going to split this Ask Us Anything over two eps. So part 1 is out today, part 2 will be out tomorrow.
As always, you can ask us any question via email or social media. If we don't get to answering your question on the show, we'll endeavour to reply in writing.
In this episode you will learn:
• What has happened to the lithium markets recently, and in particular AVZ Minerals?
• Who the boys are backing - A2 Milk or Bellamy's
• What the process is for a reverse merger?
• Should you be looking at stock picking subscription services?
• How do investors that buy the same stock at different times (and at different prices) determine which shares they're selling when selling part of their holding?
• What is meant by the term 'ETF Decay' and what should investors understand about it?
• What we think about about Raiz (formerly Acorns)
Stocks and Resources Discussed:
•…
26 Feb 2019
News: Reporting Season - 8 Companies Under The Microscope
It's that time of year again when the report cards of companies are released to eagerly-waiting investors, for them to scrutinise. We're talking about Reporting Season.
Here in Australia, publicly listed companies are releasing their FY19 Half Year results. For those of you who are new to the markets, there is a requirement that all publicly listed companies report their earnings and performance half-way through the Financial Year, and also at the end. It's a time of year where investors reward, or punish, companies for their performance. In the case of one of the companies we discuss in this episode, a downgrade in growth expectations by the company resulted in investors dumping the stock, sending it plummeting 50% in one day!
In the US, companies are reporting their Fourth Quarter results, as well as their Year End 2018, results. The likes of Amazon, Facebook and Alphabet have all reported. One of the companies we look at has reported revenue of $515 billion. Yes, billion!
We have…
20 Feb 2019
Expert Investor: Louise Bedford - The Queen Of Candlesticks
It's not often you get to talk to a trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks, but in this episode, we were lucky enough to speak to all of them, at once!
Louise Bedford is all of the above, plus a passionate educator, and we sat down on a Saturday morning to dive into all things trading (vs our longer-term approach). Trading, in its purest sense, is something that we haven't put into practice a lot, and with our search for Australia's Next Top Trader in March 2019, we thought it would be a great idea to get Louise on to give us a few trading tips, and insights into the power of candlestick charts.
In this episode you will learn:
• Louise's distinction between trading and investing
• Why Louise believes every trader and investor should understand and use candlestick charts
• Why candlestick charts are superior to line and bar charts
• How 100 men in Japan started the very first real-time price updates
• The…
16 Feb 2019
EM Talk: Why We Invest
Over the past 6 months as more and more Equity Mates have joined us on this journey, we've thought it may be time to do a reset episode. To explain how this podcast started and all that we've learnt over the past two years. Given we're about to tick over to episode #100 - we thought this was the perfect time.
In this episode you will learn:
• Why Bryce and Alec started Equity Mates
• Two key things Alec has learnt over the last 99 episodes.
• The major lesson Bryce has taken away from the last two years.
• How Alec and Bryce think about investing today
• Why they look for companies with moats (long-term competitive advantages) and an ability to reinvest their profits
• How thinking for the long-term gives you an advantage over professional investors
• Why Seth Klarman's distinction between investing and speculating has been particularly helpful
• What the boys think about the choice between picking stocks or taking the market average return
11 Feb 2019
Expert Investor: Canna Campbell aka SugarMumma & The $1000 Project
If you haven't heard of Canna Campbell aka SugarMumma, and creator of the $1000 Project, then this is the perfect opportunity for you to get to know her.
Canna is an expert financial planner, who saved over $60,000 in just over two years, without using a cent from her salary. She hustled and hustled, saving $1000 at a time, and then invested that money into income-producing stocks, to start building a passive income stream.
In this episode you will learn:
• About the power of Canna's very first dividend
• All about the $1000 project
• About the side hustles that Canna used to generate income on the side
• Whats stocks and industries she invests in to generate a passive income
• Some of Canna's top tips to saving to invest
• Canna's two biggest myths of investing
Stocks and resources discussed:
• SugarMumma.TV
• Sugar Mumma Website
• The $1000 Project website
• $1000 Project - Canna Campbell (book)
• Motivated Money - Peter Thornhill
• Think and G…
7 Feb 2019
Book Club: Titan - The Life of John D. Rockefeller Sr.
Another month, another meeting of the Equity Mates Book Club. Over summer we've been reading Titan: The Life of John D. Rockefeller Sr by Ron Chernow. Lucky we had two months to read it, because this book was a big one.
For those unfamiliar, Rockefeller was the richest man in America in the early-1900's and goes down as one of the richest men in history. He made his money in the early days of the oil industry and his company, Standard Oil, became the largest oil refiner in the world.
While you may not have heard of Standard Oil, you are likely familiar with some of the companies that grew out of it. After Standard Oil was broken up in 1911 many of the companies developed into oil giants in their own right and rebranded over the next century. Some companies that were once part of Standard Oil - Exxon, Mobil, Amoco and Chevron.
If you want to read along - Click here for Titan: The Life of John D. Rockefeller Sr.
For our February book - Click here for The Most Important Thing by Howar…
2 Feb 2019
Your Questions: Ask Us Anything - January 2019 (Part 2)
After our Christmas break, we had a lot of questions for our Ask Us Anything show. Way too many for one episode. So we've split it into two. If you have a question you want answered, jump onto the Ask Us Anything section of our website or hit us up on social media.
If you haven't already, make sure you sign up for our Next Top Trader competition - https://comp.nexttoptrader.com.au/
In this episode you will learn:
• The effect that currency movements have on your overseas investments & how you can benefit from a weak Australian dollar
• About Ethical ETFs and how to determine how 'ethical' they really are
• What we think about investing in wine
• How you should balance paying off your mortgage and getting money into the market
• The best way to get paid your dividends - cash or in extra shares (aka dividend reinvestment)
• How you can invest in an industry like eSports and what are some of the best ways to do it
• Whether there are any ETFs or funds that mimic Jo…
28 Jan 2019
Your Questions: Ask Us Anything - January 2019 (Part 1)
Last episode of the month means Ask Us Anything - where we answer some of the questions you've asked over the past month. Due to our Christmas break, and the number of questions we've had, we're splitting this up into 2 episodes.
So this episode is part one, and then on Sunday we'll be releasing part two.
As always if you want to ask questions for next month, jump on the Ask Us Anything section of our website or hit us up on social media.
In this episode you will learn:
• The tax implications of investing and what you need to report
• How Alec was wrong about A2 Milk in 2017, and what that can tell us about Price-to-Earnings (P/E) ratios
• Whether there are any Stake-like platforms that offer free brokerage for the Australian market
• How young people should balance investing for their future and saving for big purchases (i.e. house, car).
• If you're married or de facto, how you should set up your investing accounts
• The key metrics investors should keep track o…
24 Jan 2019
EM Talk: Two Stocks of the Year & One Exciting Announcement
Episodes don't get much bigger than this. To kick off, we've got something really exciting to announce. Something we've been working on over summer. Something that might see you winning a trip to New York and walking the floor of the New York Stock Exchange. Wouldn't that be something!
On top of that, we've each got our final bold prediction for 2019. In this episode we each pick our Stock of the Year. For those who missed it in 2018, this is where both Bryce and Alec pick a stock to go head-to-head - winner is the stock that has the best percentage performance in 2019.
To take the first step to win your free trip to New York head to: www.nexttoptrader.com.au
20 Jan 2019
EM Talk: We're Back! 2019 Bold Predictions
We're back for 2019! After a short Christmas break, we're ready for a big year and excited for some of the new things we've got planned. As is tradition, we used the first episode of the year to make some bold predictions for the year ahead. We'll also recap our 2018 predictions and see how we went.
In this episode you will learn:
• Recap of 2018 bold predictions - who won and who lost
• How our 2018 Stock of Year picks went
• What we're predicting will happen in the year ahead
12 Jan 2019
Summer Series #5 - Prime Financial Group (ASX: PFG)
Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode.
The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis.
In this episode, we discuss Prime Financial Group (ASX: PFG), an integrated Accounting, Wealth Management and Capital advisory firm for Business Owners and Family Groups.
In this episode you will learn:
• About the three main pillars that makeup Prime Financial
• The main drivers of revenue for Prime Financial
• How Prime Financial has taken an interesting approach in the Venture Capital space
• How it's possible they have a market cap of $15m, yet $60m in assets
• The term "goodwill" and how it impacts profitability
• About intangible assets, and how they impact profit…
5 Jan 2019
Summer Series #4 - Doriemus PLC (ASX: DOR)
Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode.
The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis.
In this episode, we discuss Doriemus PLC (ASX Code: DOR), a British oil and gas company.
In this episode you will learn:
• The main functions of Doriemus PLC
• How it differs from your traditional oil and gas company
• Why understanding the skills of the management team is important
• The companies key financials and how they differ to previous years
• How to apply a valuation method to an oil company
• What impact little to no revenue has on the valuation of the company
• The resources and processes we used to find all of this information
Stocks and resources discu…
29 Dec 2018
Summer Series #3 - GPT Group (ASX: GPT)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode.
In this episode we discuss GPT Group (ASX Code: GPT).
In this episode, you will learn:
• What a Real Estate Investment Trust (REIT) is
• The real estate assets that GPT Group own and manage
• How the downturn in the residential housing market has affected GPT's assets and share price
• What are some of the key metrics you use when examining a REIT
• How to read a REIT's financial statement, and why the net profit number can be misleading
• How the market values REIT's
• The key differences between a Real Estate ETF and a Real Estate Investment Trust
• A few different ways you can short the real estate market
Stocks and Resources Discussed:
• GPT Group Website…
22 Dec 2018
Summer Series #2 - Latin Resources (ASX: LRS)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode.
In this episode we discuss Latin Resources (ASX Code: LRS).
In this episode, you will learn:
• Details about Latin Resources as a company
• Why Latin Resources is focused on lithium in Central America?
• The different stages of mineral extraction - explorers, miners, processors - and where Latin fits in
• The competitive landscape and how LRS compares to other Australian lithium miners
• The company's financial details
• How you value a mining explorer
15 Dec 2018
Summer Series #1 - Baby Bunting (ASX: BBN)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode.
In this episode we discuss Baby Bunting (ASX Code: BBN), Australia's largest specialist baby-goods retailer.
[We know the audio quality isn't great in patches. We're making sure it'll be better for the remainder of our summer series. Thanks for bearing with us.]
In this episode, you will learn:
• Details about Baby Bunting as a company
• About Baby Bunting's major competitors and the major changes that happened in the speciality baby retail industry last year
• How Baby Bunting is preparing to compete with online retailers like Amazon
• How the US Speciality Baby Retailers dealt with Amazon's intrusion into their market
• The two key risks Bryce sees about investing in this i…
8 Dec 2018
EM Talk: Farewell 2018
Before we take a break for Christmas and the New Year period, we take some time to tie a few things off and have a final quick discussion on the state of the market.
But don't panic! We will still be releasing episodes over summer. Each week we're going to deep dive into one random company from the Australian Stock Exchange to see if we can find anything interesting. We'll discuss how we researched the companies, look at the balance sheets and highlight any pros or cons to look out for.
A massive thanks to all of you, our listeners, for what has been an awesome year for Equity Mates Investing Podcast! To those that have been with us since day one, a massive thanks, and to those that have joined us along the way, a massive thank you as well. We have some huge news for 2019, so stay tuned, and have a safe holiday period.
Bryce and Alec
8 Dec 2018
Expert Investor: Jesse Felder - Clear Thinking On What's Happening In Markets
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,…
3 Dec 2018
Book Club: Little Book That Still Beats The Market
First episode of the month means the next instalment of the Equity Mates Book Club. We're pretty excited to talk about this book - an investing classic - The Little Book That (Still) Beats The Market by Joel Greenblatt.
Greenblatt has serious bona fides as an investor. Running his fund Gotham Capital between 1985 and 2006, he returned an average of 40% per year! That would've turned his initial $7 million into $8.2 billion in just 21 years.
Greenblatt wrote this book for his kids, to teach them the basics of investing. The great news is you don't need to be the kid of a once-in-a-generation investor to understand the concepts. The concepts he discusses are straight forward, and when backtested consistently beat the market.
To get more information on this book, and to join us and read along with our book club head to: https://equitymates.com/bookclub/
29 Nov 2018
Your Questions: Ask Us Anything - November 2018
End of the month can only mean one thing - Equity Mates ask us anything. Once again we've collected some of our favourite questions from our website, social media and email and will answer them together on the show.
In this episode we answers questions on:
• Individual stock picking or ETFs
• Cyber Monday
• The actual mechanics of how shares are bought once you select 'buy'
• Differences between major indexes
• The key things to keep in mind when thinking about superannuation
• Why Woodside (ASX: WPL) has seen price declines despite stronger gas prices
As always you can ask questions for us to answer next month. Just hit us up on social media or go to the ask us anything section of our website.
24 Nov 2018
Trading Talk: What's Happening In Markets & How We Are Investing
Since we began this podcast in January 2017, global markets have been on an incredible run. 2017 was an uninterrupted climb higher and higher, and aside from one hiccup in February, the first half of 2018 looked much the same. Word on the street was that our podcast was a good luck charm: as long as Bryce was talking, markets would keep rising. Alas, it appears this is not the case. Recently markets have started to fall pretty hard. Most of the time we try and avoid talking about the day-to-day movements of the market (because we're trying to think long-term). However, as this drop continues into a downturn across the world, we figured we were well overdue to discuss it.
In this episode you will learn:
• What has happened to the major market indices in Australia, USA, China, London and Germany.
• How some of the biggest name companies including Facebook, Amazon, Alphabet (Google) and GE, have performed recently.
• How other assets have performed - cryptocurrency, gold, oil,…
20 Nov 2018
Expert Investor: Daniel Foggo, RateSetter - Understanding Peer-To-Peer Lending
Knowing what to do with your cash while you're perhaps saving to invest it in stocks or compiling it to buy the next dip, is sometimes hard. You might also have an emergency fund, or you're saving for a house. In such a low-interest rate environment, putting your cash in the bank doesn't really give you the greatest of returns.
This episode we explore an alternative to putting your cash into the bank. We look at peer-to-peer lending, with CEO of RateSetter Australia, Daniel Foggo. Peer-to-peer lending is lagging in popularity compared with Europe and the US, but people are starting to catch on. Peer-to-peer lending is simply that - you lend you money to someone who wants to borrow some money, and they agree to pay it back, with interest over a period of time. This process is managed by RateSetter. If we focus on the investor, the advantage is that you can put your cash to work, over 1 month, 3 or 5 year periods, at rates up to 9+% (at time of writing). There is criticism around the co…
14 Nov 2018
EM Talk: Christmas Is Coming... And So Are Two Massive IPO's!
Cricket is back on the TV (well sort of, we hear its on Foxtel) and Coles and Woolies have brought out their Christmas lines. That means Christmas is right around the corner. Over summer we'll be taking a break from our normal Equity Mates schedule and instead will be presenting our 'Summer Series'. In each episode we'll be doing a deep dive into one randomly selected company. Listen to this episode to find out what companies we'll be looking at (and how we struggled to select them).
However, Christmas isn't the only exciting milestone just around the corner. 2019 promises two massive Initial Public Offerings - Uber and Lyft. The ride-sharing rivals will be going head-to-head in a completely different arena - the public markets. In this episode we break down what's happening, what the companies are being valued at, and most importantly - which would we rather invest in.
10 Nov 2018
Basics: Okay, So You Want To Start Investing?
85 episodes in, who would have thought?! We've learnt a lot over the past 18 months, and the Equity Mates community has grown significantly, along the way.
Firstly, a huge thank you to everyone for joining the journey, as we all learn to invest. We wouldn't be where we are today without you all.
Secondly, with many joining the show in the last few months, Christmas and the 100th episode just around the corner, we thought it would be a great opportunity to revisit some of our Basic 101 episodes we've done, and wrap them up into a 'what you need to know to get started' episode.
In this episode you will learn:
• What your investment options are when your start
• Why we think stocks are king
• The 3 main ways you can invest in stocks
• Why the share market is the greatest wealth-creating machine known to man
• The importance of keeping track of fees
Stocks and resources discussed:
• Basics 101 episodes - Essential Learnings
• 4. How To Buy Shares
• 17. From ba…
5 Nov 2018
Trading Talk: The Buy-And-Hold Cult
If you haven't already heard of the 'buy and hold' strategy, then this is the episode for you. If you have, then this is certainly the episode for you. For a while now, we've discussed the advantages, and disadvantages, of buying stocks with a very long-term focus, as generally speaking, the market does well over time. If you had bought the index right before the Global Financial Crisis, for example, and held through the crash, then you would be well up on your initial investment. The buy-and-hold strategy.
From around 2008, we've seen a rise in the popularity of Exchange Traded Funds (ETFs), across the globe, as many people move there money from active management, into ETFs, which are a more passive investing approach. In some cases, they've done this thinking that, over time, no matter what happens, the market will always go up, and you will make money. Not all cases, but some. And this is what we discuss today.
One of our favourite investors, and finance commentators, is Jesse Fel…
1 Nov 2018
Book Club: Liar's Poker
Welcome to the inaugural Equity Mates Book Club! As we speak to more and more expert investors, we keep hearing the same thing - the importance of reading. So we've started our own Equity Mates Book Club so you can join us in reading and discussing some of the best investing books around. Hopefully it makes the task of learning about investing just that little more enjoyable.
First up, we have Liar's Poker by Michael Lewis. Lewis is the best-selling author of Moneyball and The Big Short. This is his first book, about his time at Salomon Brothers - a bond trading firm in the 1980's. Salomon was a high-flying firm that lived up to a lot of stereotypes of Wall Street in the 1980's until it all came crashing down.
To keep up with the Book Club, see past and future month's reads and to buy any of the books we discuss - check out our Book Club link below.
https://equitymates.com/bookclub
27 Oct 2018
Your Questions: Ask Us Anything - October 2018
It's that time again. The last episode of every month we answer your questions. This time we've selected 6 questions that range from what we studied, to managing your emergency fund, to how an ETF is priced.
As always if you want to submit a question, hit us up on social media or email, reply to the Thought Starters email or comment on our website. We'll get back to you or we'll save your question and answer it on the final episode of every month.
22 Oct 2018
Trading Talk: ASX Game And An Afterpay Update
We're now getting towards the pointy-end of the ASX Sharemarket game, so it's time we check-in to see how our portfolios are going. After a couple of rough weeks on the markets, and with a number of stocks that we have exposure too, heavily punished, things aren't looking great for us to be in profit.
We also spend some time talking about Afterpay, just like everyone else. We started looking at Afterpay over 12 months ago, and have watched it run crazy. However over the last couple of months haven't been so great for it, so we look at why, and what it means going forward.
In this episode you will learn:
• Who is winning the ASX competition between Bryce and Alec, and who is in profit, and who is making a loss
• Which stocks have been star performers in the game portfolios
• Which stocks have been star losers in the game portfolios
• What the major lessons have been over the last couple of months
• Why Afterpay is looking at a bumpy few months to come
• If Alec's op…
17 Oct 2018
Expert Investor: Todd Harrison - The Emmy Award Winning King Of Pot
How often do you come across someone who graduated from university and was given the job of managing the money of UBS (one of the biggest investment banks in the world), then went on to become Vice President at Morgan Stanely, Managing Director of Derivatives at The Galleon Group and then president of the $400 million hedge fund, Cramer Berkowitz? Oh, and if that wasn't enough, our guest then started Minyanville Media, an Emmy Award winning financial media company and now is founding partner and Chief Investment Officer of CB1 Capital - an investment manager that specialises in the supply chain of cannabinoid-based wellness solutions and products. He's the King of Pot on Wall St.
It's not often you meet someone with a resume so impressive, so it was with great excitement that we sat down to speak with Todd Harrison. Todd has appeared on FOX, CNBC, CNN and he is published in the Wall Street Journal, Business Week and Fortune.
In this episode you will learn:
• Why Todd thinks Austr…
13 Oct 2018
Expert Investor: Chris Brycki - 3x Winner Of The ASX Sharemarket Game
"The best advice is boring.." - this is episode is anything but boring, AND is full of great advice.
Today we're excited to bring you an interview with Chris Brykci. Chris is the CEO of StockSpot - Australia's first ever digital investment adviser.
Chris has over 21 years of investment experience and spent most of his career as a Portfolio Manager at UBS. He holds a Bachelor of Commerce (Accounting/Finance Co-op Scholarship) from the UNSW and is a member of the ASIC Digital Advisory Committee.
Chris is a pioneer in the investment advice and personal finance space. He started Stockspot when he was 28 when he realised consumers were being taken advantage of by unfair fees and biased advice when they invest. He saw the opportunity to use technology to help more Australians access honest advice and low fee investing. He now sits on two ASIC financial advice and technology committees.
He's also famous for winning the ASX high school share trading game three times as a teenager.
In this…
9 Oct 2018
Expert Investor: Kerr Neilson - Meet The Investor
Kerr Neilson is one of Australia's greatest investors. He is someone a lot of our listeners won't be familiar with, but hopefully after this episode you will be. In a new series - Meet the Investor - we have picked out some clips from Kerr's interviews that we'll play and discuss.
The purpose of this episode, and episodes like it, is to introduce some of Australia's greatest investors to our listeners. For while everyone knows Warren Buffett, other great investors aren't too well known, especially those from outside America. We think that is a shame - as there is a lot of knowledge and experience we can all learn from if we know where to look.
So we hope you enjoy the first of our Meet the Investor series. Please let us know if there is a particular investor you want us to profile in the future.
4 Oct 2018
News: Millennial Portfolio Update
Millennial investing - Cypto, Snapchat, Tesla and pot stocks. While at Equity Mates we are strongly against this portfolio construction, it has been an interesting few weeks for the millennial portfolio. In particular, Tesla and Elon Musk have had a tough couple of weeks while Pot Stocks have had a cracking few months.
In this episode we break down some of these key developments for the millennial portfolio
In this episode you will learn:
• Why Elon Musk and Tesla was sued by the SEC
• What the settlement with the SEC entails
• Why some Marijuana stocks have more than doubled in price in the past couple of months
• The companies that have recently been investing heavily into the Marijuana industry
• The three ways Alec's thinks about investing in the Marijuana boom
• One big call about a company that Alec thinks will be investing in the marijuana industry
Stocks and Resources Discussed:
• Tesla (NASDAQ: TSLA)
• Canopy Growth (TSE: WEED)
• Aurora Cannabis…
29 Sept 2018
Your Questions: Ask Us Anything #1
'Ask Us Anything' is a new segment we're kicking off this week. On the last episode of each month, we are going to answer all the questions that come in from our listeners via the 'Ask Us Anything' forum on our website.
We start this week with some crackers. Michael, Sasha, Brendon, Jayson and Jeremy all wrote in asking us questions ranging from the current state of the crypto market through to choosing ETFs based on the current stage of the business cycle.
In this episode you will learn (heaps!):
• How we feel about the current state of the crypto market
• If crypto is the future of currency
• The phases of technology adoption
• About the Australian Derivatives market and the Chicago Mercantile Exchange
• How to access derivatives if you want to dabble in that type of investing
• How ETFs pay dividends - why some do, and some don't
• The four stages of the business cycle and the impact each have on the stock market
• Which sectors of the market perform the b…
24 Sept 2018
EM Talk: Bryce Surprises Ren
As promised in our last episode, episode 75 is titled Bryce Surprises Ren. In this episode we each have something to discuss we think will surprise the other. For Ren, it is to do with a new investing idea he's been thinking about. For Bryce, it is a test of investing instincts. Hopefully this episode can surprise (and maybe help) a few listeners as well.
In this episode you will learn:
• Who the boys are backing in the AFL Grand Final
• How Alec is thinking about investing late in the business cycle
• The difference between active management and passive investing
• The different ways you can invest in active managers
• A quiz to test your 'investing instincts'
• Some of the new investing ideas Bryce is looking at
Stocks and Resources discussed:
• Hedgefun Managers website
• 10 question 'investing instincts' quiz
• List of Vanguard investment products
19 Sept 2018
EM Talk: No GFC 2.0?
Right back at the start of 2018 we sat down and made a few bold predictions about what we thought might happen during the year.
One of those predictions was very bold indeed. Very specific. Very pessimistic. Bryce bet that on September 15th 2018, 10 years on from the Global Financial Crisis, we would experience a drop in the US market of greater than 20%. Silly, we know. Or was it...
Fortunately (well, depending which side of the bet you were on), this wasn't the case, and the world continued as normal.
This week we look back on the bet, and the 10 year anniversary of the GFC, as well as give an update on the progress of our portfolios in the ASX Sharemarket game.
In this episode you will learn:
• Why Bryce's prediction technically could never have happened
• If Bryce doubled down on his prediction
• Equity Mates' outlook, going forward
• Who is up and who is down in the ASX Sharemarket game
• Which stocks have been star performers for the boys
• And which have b…
15 Sept 2018
Basics: Forget Stock Picking
With our live shows done, we wanted to discuss a theme that came up over and over again in our listener Q&A and conversations afterwards. It's a question both of us had when we started investing and it is one that can lead a lot of people to put investing in the 'too hard' basket. That question is - how do I pick the perfect stock? It's a question that professional investors struggle to answer - even Warren Buffett had his IBM moment. Importantly, it is one that can get new investors lost in a sea of jargon, ratios and charts.
So in this episode we explain why new investors should forget stock picking and explain how achieving market average returns over a long time period is all you need.
In this episode you will learn:
• Why stock picking is the wrong focus for new investors
• The three things that investors should focus on instead - reducing the costs you can control, diversifying and asset allocation
• How both of us think about stock picking v market average returns
S…
10 Sept 2018
Your Questions: Listener Mailbag #2
One of the reasons we started Equity Mates Investing Podcast was to track our journey of learning the ins-and-outs of investing, and more importantly, to get others on the journey with us!
As more and more Equity Mates have joined the journey with us, we've been receiving a wide range of questions, which we love. In this episode we've chosen a few of them to answer.
In this episode you will learn:
• What happens to companies like Spaceship and Raiz, and the underlying assets, when the market tanks
• What we think of Zip Co Ltd (ASX: Z1P), the 'little brother' of Afterpay
• Some of our favourite, and highly recommended, finance documentaries and movies
• The best way to listen to this podcast
If you want to contact us you can do so through our social media - Facebook, Instagram or Twitter - or email us at equitymates@gmail.com.
We've got a new Equity Mates forum on our website, called 'Ask Us Anything' - so do it, and ask us anything!
Stocks and resources discussed:…
5 Sept 2018
News: The Strangest IPO
Previously on the show (Ep #39) we've discussed IPO, or Initial Public Offerings. You might otherwise know them as a 'float'. IPOs are when a private company lists on a stock exchange to raise funds by selling shares to investors, including members of the public.
Companies use IPOs to raise money that can then be reinvested to help grow the business.IPOs give investors an opportunity to buy shares at a determined price before it opens on the stock market, with the hope that over time the share price will go up.
This week, we review a list of upcoming IPOs on the Australian Stock Exchange. Most of them are standard mining companies, but one really stood out to us as being quite different.
In this episode you will learn:
• What an IPO is and why companies do them
• Which company stood out as a rather unusual offer
• The trend that's taking place in venture capital
• Why the big billion dollar companies of the world are staying private
Stocks and resources discussed:…
1 Sept 2018
News: Another Day, Another PM | How Leadership Changes Affect Markets
Australia has a new Prime Minister. That fact was inescapable last week as the two Liberal Party leadership spills were plastered across news headlines. We aren't interested in adding to the political commentary, but instead are interested in the effect these leadership changes have on the Australian market. So that is the question we set out to answer in this episode and accompanying blog post (link below).
In this episode you will learn:
• How Scott Morrison's victory affected markets.
• The different reasons why leadership change may affect markets
• How leadership changes of years gone by (Gillard, Rudd, Abbott, Turnbull etc.) have affected the Australian market
• What has happened to the Australian market over this period of 6 Prime Ministers
• How you should think about news and politics affecting markets more generally
Stocks and Resources Discussed:
• Equity Mates Blog Post - Do Leadership Spills Move Markets?
• Ben Carlson - Why Doesn't the Stock Marke…
27 Aug 2018
Tips & Tricks: The Biggest Risk Is Not Investing | Books
There are so many great investing and business books out there that sometimes it's hard to know where to start, and often, finding the time to finish them is equally as challenging.
This episode we review some of the books we've finished reading over the last month or so, to give you some of the great lessons learned.
In this episode you will learn:
• The biggest risk is not investing
• Why young people must start investing early and buck the conventional market wisdom
• Why picking 'the hottest' stocks may lead to meager returns
• Why you should not judge investing books by their shocking covers
• How the founder of Nike is inspiring Equity Mates
• (if Alec's tip for the Swans to beat Hawthorn by 30 points came off)
Stocks and resources discussed:
• Millennial Money: How Young Investors Can Build A Fortune (Patrick O'Shaughnessy)
• The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success (Harvard Business Review Press)…
22 Aug 2018
Trading Talk: Strategies In Practice | Who's Up, Who's Down?
The competition is really heating up. Over the last two weeks, we have revealed the strategies that we hope will take us to the top of the leaderboard of the ASX Sharemarket Game. The game gives players $50,000 in play money, and 4 months to invest in stocks in the ASX200. The game emulates the ASX in real time.
This week we give an update on how the first two weeks have gone for us. Who is in profit? Has anyone had a disastrous start?
In this episode you will learn:
• The biggest lesson we've learnt from using stop losses
• Who is and who isn't making a profit
• Which companies have been the most successful for us over the last two weeks
• How to utilise the reporting season to get some quick wins
Stocks and resources discussed:
• The A2 Milk Company (ASX: A2M)
• Wesfarmers Limited (ASX: WES)
• NexTDC Limited (ASX: NXT)
• WorleyParsons Limited (ASX: WOR)
• Kogan.com Limited (ASX: KGN)
• Afterpay Touch Group (ASX: APT)
• ASX Limited (ASX: ASX)
•…
18 Aug 2018
Basics: Pardon The Jargon - 5 More Terms You Should Know
Investing jargon. We hate it. Nothing makes it harder for new investors to get started than overcoming the wave of acronyms and terminology that comes with investing. We both found it challenging when we started, and we're hoping episodes like this make it a bit easier for those just starting out. We've chosen 5 key investing terms - some because they particularly annoy us, others because they're quite topical - and we break them down so you can understand them.
For more experienced investors that may be familiar with these terms, we discuss the utility of some of these terms and Alec quizzes Bryce throughout. So even if you're familiar with the terms, you'll at least get some decent trivia questions out of this episode!
In this episode you will learn:
• 5 key investing terms, the way they're used and what they mean.
• What the terms Alpha and Beta mean for investors.
• Why risk and volatility are not the same thing.
• What Blue Chip stocks are, and where the name came f…
13 Aug 2018
Basics: Investing Platforms - The First Decision Every Investor Makes
It is a decision every investor faces before they make their first trade, and for a lot of people it can be overwhelming. With so many options and so little experience, it is difficult to make the correct choice. No - we're not talking about choosing your first share - we're talking about choosing your brokerage platform.
A brokerage platform is simply the place (usually website these days) where you buy and sell shares. There are so many options these days from the more traditional, like the Big 4 Banks, to the disruptive, think phone-based, no cost platforms. In this Basics 101 episode, we break down the options available and what the important considerations are. So if you're trying to make the choice, or think you made the wrong choice, this episode should help you choose the brokerage platform that is right for you.
In this episode you will learn:
• The three main categories of brokerage platforms available today
• What the Big 4 Banks and Macquarie offer
• What some o…
8 Aug 2018
Trading Talk: Alec's Investing Strategies Revealed | ASX Game
As we started discussing last week, the ASX Sharemarket game has kicked-off. The rules are simple: $50,000 in play money, and 4 months to invest as best you can, competing against all other entrants across the country. The game emulates the Australian Stock Exchange in real-time each day.
Alec and Bryce have decided to compete and to record their trades and learnings as they go. Last week Bryce revealed what his initial strategies were for picking his first investments, and this episode it's Alec's turn to reveal how he chose his investments for the next 4 months.
In this episode you will learn:
• What 'bottom left to top right means' and how it helps to pick a stock
• Which company Alec thinks is one of the best capital allocators out there
• Which stock both Bryce and Alec have chosen in their portfolio
• How Alec has distributed his $50,000
Stocks and resources discussed:
• Wesfarmers Limted (ASX: WES)
• Cleanaway Wast Management Limited (ASX: CWY)
• Worley…
4 Aug 2018
Trading Talk: Bryce's Investing Strategies Revealed | ASX Game
Who doesn't like the opportunity to put their investing strategies to the test without having the fear of losing your hard earned money in the process? Well thanks to the Australian Stock Exchange, you can do just that!
Twice a year they run the ASX Sharemarket Game, where you are given $50,000 in pretend money, and you compete against all other entrants over a 3 month period. It's awesome. Everything is as if you're investing in real stocks - same prices, same brokerage, and the game mirrors the ASX in real time - but it's not real money. You can't lose. It's a fantastic way to try before you buy!
This episode Bryce reveals some of the strategies he'll be using over the next three months as he competes with Alec, so see who is the top Equity Mate! Alec was a slow-starter, and yet to put any trades in, whereas Bryce $30,000 deep already.
In this episode you will learn:
• How using a Reporting Calendar can be helpful to identify investing opportunities
• Which three stocks Bry…
31 Jul 2018
Expert Investor: Ali Hamed - Thinking Differently & The Wisdom Of Youth
Ali Hamed is a name you may not be familiar with yet, but we're betting you will be. At just 26 years old, Ali is not only a co-founder of CoVenture - a firm that invests pre-seed venture capital, provides unconventional debt financing and manages a cryptocurrency index - but is also one of the clearest thinkers we've come across in our time at Equity Mates. We heard a couple of interviews Ali had done and were taken by the way he thought and his ability to express his insights clearly. From why the 2 hour movie is dead, to the practical utility of crypto, we think you'll enjoy this one.
In this episode you will learn:
• Why Ali thinks the 2 hour movie is the modern day Shakespearean sonnet.
• Ali's personal journey; from baseball scholarship, to sleeping on a park bench, to co-founding CoVenture.
• One thing all company founders should remember when pitching to investors.
• Any companies that Ali regrets passing on.
• Why CoVenture looks for unpriced assets rather tha…
25 Jul 2018
Tips & Tricks: Talking All Things Tax Time
Australia loves investors. You need to understand the tax advantages of a lot of your investments to make the most of it. But trying to understand it all can be confusing, especially if it's your first time doing a tax return, or it's been your first year investing in stocks.
Have no fear though, because in this episode we go through everything you need to know when it comes to your stocks and your tax return.
In this episode you will learn:
• What we mean when we say Australia loves investors
• The basics - dividend income, capital gains, total assessable income
• Wen yu need to fill out a tax return
• The tax advantages of capital gains and capital losses
• About capital gains discount
• About tax loss selling
• About the beauty that are franking credits
• How margin loans can be advantageous if done right
22 Jul 2018
Expert Investor: George Lucas - From Acorns Raiz Grows
Since our first interview with George Lucas a lot has changed. When we last interviewed him, he was the head of Acorns Australia. Now, less than 6 months later, he is the CEO of the publicly traded Raiz. We've been getting a lot of listener questions about the rebrand of Acorns Australia and what it means, so we thought who better to answer those questions than George Lucas himself.
In this episode we get the back story and inside details of Acorns Australia's decision to rebrand as Raiz and to list on the ASX. This is also an exciting first for us, our first interview with an ASX-listed CEO.
In this episode you will learn:
• How Raiz, previously Acorns, helps you 'save in the background of life'
• Why Acorns Australia rebranded as Raiz.
• How George and his team came up with the name Raiz.
• The reasons why Raiz went public.
• The IPO process including the investor roadshow and how George felt on opening day.
• How the company has performed since going public.…
16 Jul 2018
Expert Investor: Matt Leibowitz - An Expert Reviews Our Trades | Stake Competition Wrap
"This is not mission impossible!" - Matt Leibowitz, CEO of Stake
This episode is a cracker.
As many of you are aware, we were invited to participate in a trading competition, hosted by Stake, to beta test their new trading app. The rules were simple. We were given $500 (USD$370) to trade through Stake, in American stocks. We had two weeks to make as much money as possible, and we had to trade at least three different companies.
Mission accepted!
However, for Equity Mates, this was going to be a massive challenge, because our view on investing is much, much longer-term than two weeks. We had to radically change our mindset.
We sat down with Matt for what was going to be a short wrap-up of the competition, and reveal of the results. However, as we got started we couldn't help picking Matt's brain further and further with questions about his trading during the competition and his views on technical analysis. We had a very open conversation with him about the tricks and habits of bein…
12 Jul 2018
EM Talk: Finding Strange And Surprising Companies
This episode is a little different to most. When the rumours first broke about football superstar Christiano Ronaldo going to Juventus, the Juventus share price jumped 8%. We didn't realise Juventus was publicly traded and started doing some researching. This episode is the result of that investigation - an exploration of some of the strangest and most surprising companies out on the market.
In this episode you will learn:
• About sports teams that are publicly traded, including one from Australia
• How you can invest in stadiums
• If owning a sporting league is better than owning a sports team
• About a company that searches for lost treasure
• Some of the strangest futures markets that have been banned by the US Government
Stocks and Resources Discussed:
• Juventus (Italy: JUVE)
• Machester United (NYSE: MANU)
• Brisbane Broncos (ASX: BBL)
• Madison Square Garden (NYSE: MSG)
• Churchill Downs (NASDAQ: CHDN)
• World Wrestling Entertainment (NYSE: W…
7 Jul 2018
EM Talk: Portfolio Deep Dive
Following on from the last episode, where we discussed three important elements for building an investment portfolio, we deep dive into our own portfolios to compare our strategies and see if they align with our investing goals.
We both have similar long-term goals, yet the way we approach constructing our investment portfolios are quite different, based on our risk appetite, asset classes and our short-term view of the market.
One of us is heavy in cash, expecting the market to turn, and wanting to be in a position to pounce. The other is well diversified across direct stock picks, hybrids and gold. We look at what the strategies are behind our portfolios and what our next moves are.
In this episode you will learn:
• How we have approached our portfolio construction over the past few years
• How our portfolio reflects our long-term investing goals
• What a hybrid is, and why Alec has invested in them
2 Jul 2018
Basics: How to Build a Great Investment Portfolio
How to build a great investment portfolio? - it's easier than you think! There is no real hidden secret that only the professionals know about when it comes to building a successful investment portfolio. A portfolio is the total collection of assets that you invest in to create wealth. Now, it doesn't have to always be shares. Many portfolios of the best investors around the world are made up of different asset classes, from cash, to bonds and property.
This episode we debunk the myth that you need to be an expert to start building a great portfolio. The truth is, it's simple, as long as you're dedicated, do your own research and are prepared to have some fun. We discuss the three building blocks that we think are fundamental to building a portfolio and that are achievable for the beginner.
In this episode you will learn:
• What the three components are that make the foundations for a strong investment portfolio
• What Bryce and Alec's investing goals are, and if their portfol…
27 Jun 2018
Basics: Stock Buybacks | Own More By Doing Less
Stock buybacks are all the rage these days. Fuelled by tax cuts, low cost of capital and not a lot of growth opportunities on the horizon, companies have been buying back their shares by the bucketload. In fact, since 2010 there has been $3.5 trillion in shares bought back in the US alone. Buybacks are great for shareholders in theory - one day you owned 5% of the company, the next day you owned 7% without lifting a finger. How good! However, in reality buybacks haven't always been great for investors or for the companies buying back the shares.
In this episode you will learn:
• What a buyback is and how it is done
• The theory behind buybacks
• Notable examples of recent buybacks - Apple, Boeing, Cisco, ANZ just to name a few
• Why Australia doesn't see as many buybacks as other markets
• The downside of buybacks, including some notable examples of buybacks gone wrong
Stocks and Resources discussed in this episode:
• Apple (NASDAQ: AAPL)
• Boeing (NYSE: BA)…