Month: July 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.

It's easy to forget about the long-term trajectory of share markets in a period of downturn. But if you're invested in equities for the long-term, know that markets will consistently trend upwards over time.

It is a generally understood rule in investing that we need to be careful when companies are pursuing an M&A strategy. It is often just the acquired company and the bankers and lawyers that gain during an M&A transaction. This article makes the case that when something is so ingrained in the market’s psyche, there may be opportunity in finding the exceptions to the rule.

Munro Partners give an overview of a US stock set to benefit in the 4th era of the global semiconductor industry.

While we don't have a strong view on crypto here at Equity Mates, we are fascinated to watch the story unfold. Read on for some of the most interesting Tweets, articles and memes from the past week below.

The activist short seller model has come into criticism as it has got more prominent and more funds try to emulate it. In particular because activist short sellers sometimes get it very wrong. But the US Department of Justice is investigating the activist short seller community for a whole other reason - allegations of collusion amongst firms. According to this article, “Prosecutors and the Securities and Exchange Commission are examining whether short sellers are improperly teaming up to attack public companies”.

It's hard to believe that we're already halfway through 2022. And, like clockwork, the markets have taken a dip. What does this mean for you? Well, it means you might be tempted to sit back and watch the world burn. But before you do that, take a moment to consider this: markets have always recovered from downturns—and they always will. It's just how they work. So why not ride the bull when it comes? You never know how long it'll be before that opportunity comes around again.

This article takes a look at the state of the research and the debate at the moment. Not everyone is convinced this is a promising path, and there are concerns about abuse or side effects for people with existing mental health challenges. But the results from these studies are quite compelling and suggest that in coming years there will be new treatment options for those struggling with depression and anxiety.

As we face the second half of 2022, one key question arises. Are we heading into recession this year or next? If yes, then two further questions follow. What should we do with our investments? And, equally important, what should we not?

The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. Perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.

Across the Northern Hemisphere, it is getting hot. The United Kingdom is seeing its highest temperatures every recorded, the United States is seeing a similar heatwave, and wildfires are burning across Spain, France and Portugal. This is the latest reminder that climate change is not a future threat. It is a current problem.

Here are five investing tips for those who are just beginning their investment journey.

This article takes a look at financial markets (both public stock exchanges and private venture capital) are criticises the ‘capital as a strategy’ mentality that has taken hold. It suggests that the era of cheap money has led to the proliferation of business models with little or no potential to generate sustainable, self-financed growth. In this article’s retelling, the past few years saw unviable businesses raise massive piles of other people’s money in an effort to acquire customers and achieve higher valuations.

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.

By this time, most people have seen the photos from the James Webb telescope. With such a massive scientific endeavour, perhaps the best answer is we don’t know what we will discover. But it lays the groundwork for the next step in understanding our universe. But for now, we can sit back and enjoy the stunning images that will be shared from the telescope.

While we don't have a strong view on crypto here at Equity Mates, we are fascinated to watch the story unfold. Read on for some of the most interesting Tweets, articles and memes from the past week below.

A Buy. Hold. Sell from Tom Wegner; find out what he thinks of the stock in focus, JB Hi-Fi (JBH).

Matt Taibbi is one of our favourite writers here at Equity Mates. In this recent article he writes about the crypto crash and in particular about Circle Internet Financial, the backers of $55 billion USDC, the second largest stablecoin behind Tether.

This article from Vox takes a look back to the late 1970’s and early 1980’s and the efforts of the Federal Reserve and Paul Volcker to break the back of inflation. There has been plenty written about Volcker’s efforts then, but we thought this was a particularly useful article because it went beyond discussing America's 17% interest rates and talked about the ripple effects throughout the economy.

As the April to June results emerge, my guess is that we will be hearing a great deal about ‘trading down’. How cash-strapped consumers behave and the winners and losers in a period of penny-pinching will be front of mind.

The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. Perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.

Apple is world class at building a beautiful product, collecting millions of users, offering a gateway for other companies to sell products to these users, and then clipping the ticket on the transaction. The latest development for the CarPlay will allow drivers to buy petrol directly from their car (with Apple taking a commission on the sale at some point we’re sure).

Marks has built a reputation as one of the best investors of this generation and his memo's are famous in the financial industry. When he talks, it is worth listening. So we wanted to include both of these articles from the Financial Times featuring his latest thinking.

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.

We love stories like this. The fascinating and complicated stories behind the most mundane aspect of everyday life. Like orange juice. And how it came to be breakfast royalty.