Latest

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  Thought Starters

  Intel Slipped, and Its Future Now Depends on Making Everyone Else's Chips

  Semiconductors have been a major topic of conversation this year, as shortages of these crucial components have affected every industry across every country. That is how important they are. Yet, surprisingly for such a critical component, the number of companies able to manufacture them has fallen.

  27th Oct, 2021

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  Thesis: How To Record & Track Your Investment Thesis

  In this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from.

  26 October

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  What the CEO of Adore Beauty Thinks About Investing in Beauty

  Adore Beauty was the largest female-led IPO in Australian stock market history. On today’s episode, CEO Tennealle O'Shannessy gives us her best elevator pitch for why Adore Beauty is a great investment (cough cough, TimTams).

  26 October

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  Thought Starters

  Baidu: Is China's Answer to Google Cheap?

  Great businesses like search engines rarely go on sale. We’ve all watched Google and seen how special search can be. Only four countries in the world have developed their own search businesses: US, China, Korea and Russia.

  25th Oct, 2021

• News

  Our Principles-Based Approach to Environmental, Social and Governance (ESG)

  ESG awareness among investors continues to increase on a global scale. This has been made most evident via the growing prominence of the United Nations Principles for Responsible Investment (PRI) among institutional investors.

  25th Oct, 2021

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  Industry Deep Dive: Solar - The world's cheapest renewable energy

  Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisation. This episode is proudly sponsored by InStyle Solar, one of the largest solar companies in Australia, and a Clean Energy Council approved retailer. Not only is solar a clean energy solution, but there are plenty of financial benefits as well, some of which we’ll touch on later in this episode.

  25 October

• Sustainability

  What is Sustainable Investing and Why Does It Matter?

  Since the turn of the decade, the not-so-roaring 2020s have been just over 18 months of monumental change when it comes to how we get things done. For Australians, 2020 started with the bushfires and was followed by the pandemic and the heart-wrenching destruction of the 46,000-year-old sacred Indigenous Juukan Gorge.

  24th Oct, 2021

• Thought Starters

  Who Scams the Scammers? Meet the Scam Baiters

  Over the past few years, we’ve seen a massive increase in online scams. We’ve all been frustrated lately by the amount of scam text messages and phone calls. In the UK, a consumer group found that phone and text fraud was up 83% during the pandemic.

  24th Oct, 2021

• The Big Picture

  Why You Should Consider Investing as Part of Your Financial Self-care Routine

  Women have a savings problem. The way that the majority of us are building financial security and wellbeing is all wrong. How many times have you been told that if you want more money, you need to cut back

  23rd Oct, 2021

• Thought Starters

  The Birth and Death of Technological Revolutions

  One of our favourite mental models here at Equity Mates is Carlota Perez’s ‘lifecycle of a technology revolution’. From her book ‘Technological Revolutions and Financial Capital’ it argued that new technology emerged in two periods - an installation period and a deployment period.

  23rd Oct, 2021