Month: April 2022

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.

This is a long article but it has uniquely important insights for those seeking to understand politics in 2022 and how we contextualise the past 10 to 15 years. For while this article is focused on American politics, the insights apply across the world.

We all recycle. Despite this, 99% of the stuff we harvest, mine, process and transport are trashed within six months. There is obvious room for improvement and in this article our friends at Munro Partners explore two companies they see as 'circular economy' leaders.

Earnings calls from public companies is such a rich source of information. But as retail investors we can struggle to tackle it. There is so much information to consume, digest and then draw connections between. So it is great when someone does the hard work for us. This presentation from Octaherdron is exactly that.

On the face of it, this is a story about polyester and how it went from being out of love and out of fashion to being the most important fabric in modern fashion. Reading it with our investor hat on, it is a story of the esoteric ways an investor can profit from a trend.

The biggest news of the week (and the source material for Bryce’s most viewed TikTok ever) was Netflix’s net loss of 200,000 subscribers for the quarter. The streaming giant saw its share price fall 38% over a couple of days, bringing its fall to almost 70% from mid-October.

A growing number of businesses are popping up that facilitate the reuse of items, extending product lives and helping the environment in the process. This resale industry has both financial and environmental benefits by allowing sellers to make money, buyers to cuts costs, and the overall carbon footprint to fall.

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.

Carbon footprint is one way organisations measure their progress towards achieving net zero operational emissions by 2030. Here we explain what it is and how it's measured.

Climate change is the defining issue of our time and generation. If no action is taken to address climate change, what are the implications of a heating world for the year 2050?

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.

The human race is aging at an unprecedented rate. Over 2 billion people expected to be over 60 by the year 2050, placing unsustainable pressure on the work force. The answer may lie in automation and robotics - something we've already seen in Japan. But what are the opportunities for investors?

Australia has one of the most transparent and regulated water markets in the world. Water rights form an important part of this market structure, providing the holder of the entitlements with a specified volume storage of water from a particular source for consumptive use. Entitlements vary by State jurisdiction, but they are all transferable and can be valued at the market by observable traded prices.

The global timber investment industry is dominated by North America, which accounts for approximately 70% of institutional investable timberland. The attractions of this part of the asset class are perhaps best summarised by the old market adage, “share prices may fall, but the trees will still be standing”.

The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be? And does it ‘meta’ for investors?