October 2022 - Equity Mates Media

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Stock Story: Cheniere Energy

Munro Partners give an overview of a stock, they believe will continue to benefit from the decarbonisation of the planet.

31st Oct, 2022

Source: Munro Partners

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Time to get fit - an open letter from Altimeter to Mark Zuckerberg

As part of their public market investments, Altimeter have been a long term shareholder of Meta (aka Facebook). And this week they published an open letter to Mark Zuckerberg and the Meta board of directors.

31st Oct, 2022

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Weekly Round Up: October 24 - 28, 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.

28th Oct, 2022

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The benefit of investing early

You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward?

28th Oct, 2022

Source: Vanguard

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The search for a pill that can help dogs - and humans - live longer

This article from Wired takes a look at the history of trying to extend animal life, and how Loyal is trying to build on this work.

28th Oct, 2022

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Buy Hold Sell: Pointsbet (ASX: PBH)

PointsBet Holdings had a great quarter of growth in the US compared to the previous year. Layton Membrey, gives us a deep dive on PointsBet analysis and commentary in this Buy. Hold. Sell.

27th Oct, 2022

Source: Marcus Today

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This week in crypto: Is Bitcoin now less volatile than stocks?

This is an excerpt from our Crypto Newsletter email. Once a week, for those investing in crypto or interested in learning more about this corner of the market, we’re featuring some of the most interesting content we’ve come across in this weekly email. No spam, we guarantee.

27th Oct, 2022

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TikTok's infinite scroll spotlights a growing media literacy crisis

Google search is facing its biggest challenge in decades. And it’s not from Bing or Ask Jeeves. It’s from TikTok and Instagram.

27th Oct, 2022

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Stock Story: Advanced Drainage Systems

Munro Partners give an overview of a stock, they believe is a relatively undiscovered climate change champion.

26th Oct, 2022

Source: Munro Partners

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The rise of 'luxury surveillance'

This article coins the term ‘luxury surveillance’ for the hundred or thousand dollar devices that we put in our pocket or on our wrist to then track our every move.

26th Oct, 2022

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Get started weekly: The 3 best sessions from FinFest

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.

26th Oct, 2022

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Being proactive about your portfolio allocation

The current conditions are an opportune time to take stock of your investment holdings – but reviewing your portfolio should really be an ongoing exercise.

25th Oct, 2022

Source: Vanguard

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Starboard Value: Presentation on Wix, Splunk & Salesforce

Starboard Value is an American hedge fund founded in 2002 with more than $9 billion assets under management. In this presentation they share three companies they like in this current market environment: Wix, Splunk and Salesforce.

25th Oct, 2022

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Importance of diversification in times of uncertainty

In an uncertain market, diversification across different asset classes, countries, sectors and regions is paramount. Global shares offer diversification across sectors and themes that would not be possible to achieve by investing in Australian equities alone.

24th Oct, 2022

Source: Fidelity

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The Bruce Willis deepfake is everyone's problem

This article delves into a lot of those questions and explains how the Bruce Willis deepfake is causing headaches in Hollywood today, but how it will be all of our problem in the future.

24th Oct, 2022

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Meet the Fund Managers | David Prescott & Nick Markiewicz

Future Generation conduct an in-depth interview with Lanyon Asset Fund Managers, David Prescott and Nicholas Markiewicz.

21st Oct, 2022

Source: Future Generation

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Weekly Round Up: 17 – 21 October 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.

21st Oct, 2022

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Inside a highly lucrative, ethically questionable essay-writing service

This article takes a look at the company, those who ghost write, and the broader paper mill industry.

21st Oct, 2022

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This week in crypto: 20/10/2022

This is an excerpt from our Crypto Newsletter email. Once a week, for those investing in crypto or interested in learning more about this corner of the market, we’re featuring some of the most interesting content we’ve come across in this weekly email. No spam, we guarantee.

20th Oct, 2022

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Stock Story: Constellation Energy

Munro Partners give an overview of a stock set to benefit from the United States energy transition.

20th Oct, 2022

Source: Munro Partners

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FinFest by Equity Mates - 2022 Review

On Saturday 15 October 2022 we called all bulls, bears and party animals to come and trade ideas at Australia’s biggest investing festival. Here are some of our favourite photos, articles, and social posts from the day!

20th Oct, 2022

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How California's bullet train went off the rails

This article is a really comprehensive look at everything wrong with how America builds infrastructure. In particular, the politics and the horse-trading that added billions of dollars of cost and increased the length of the line to keep local politicians and donors happy.

20th Oct, 2022

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Investing for your children

Investing on behalf of your children can give them a great financial head start in life. And the earlier you can begin, the higher the potential financial rewards for them in the longer term.

19th Oct, 2022

Source: Vanguard

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One of the most famous ideas in economics is wrong

This article takes a look at the history of these ideas that can be grouped under ‘capitalist peace theory’ and asks whether they are relevant in our modern age, and ultimately if they were ever correct to begin with.

19th Oct, 2022

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Get started weekly: How to avoid over diversifying your portfolio

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.

18th Oct, 2022