Asset Class: Individual Stocks
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Super-for-Housing 🤮, Pimp my Portfolio 💰 & investing in India 🇮🇳
The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode.28 March
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Pimp my portfolio returns, 2024's hottest commodity & we review Same as Ever by Morgan Housel
The hottest commodity in the world isn’t lithium or gold. It’s something you’ll find in the supermarket shelves. The price of cocoa has more than doubled since the start of 2023 - we unpack what that’ll mean for us all.11 March
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Uncovered: Emyria (ASX: EMD)
Nick Watchorn was a first responder at the Port Arthur Mass Shooting in Tasmania. He worked the scene of the crime for days after, and was left with images that will never leave him. Shortly after, Nick left the Tasmanian police force and was diagnosed with Post-Traumatic Stress Disorder (PTSD). For 20 years, Nick tried all kinds of treatment. From psychotherapy to pharmaceuticals, nothing worked.19th Feb, 2024
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Uncovered: Altech Batteries (ASX: ATC)
Energy storage is one of the biggest challenges of our transition to a net zero electricity grid. These days, there are plenty of options to generate electricity - solar, wind, hydro - but far fewer options to store electricity.
Storage is important because it can change renewable energy from volatile (generate a lot of electricity, cheaply when the sun is shining and the wind is blowing and then nothing at other times) to reliable. Right now, the world can’t move away from coal or gas as providers of baseload power - the always on, always reliable power source - because of the volatility of renewables.
23rd Oct, 2023
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Uncovered: Impact Minerals (ASX: IPT)
One year ago, Roland Gotthard was thinking a lot about mud.
He had the rights to test the ground under Lake Hope, a playa or dried lake 500km east of Perth in Western Australia, and believed that the ground underneath the lake may contain minerals that could be turned into High Purity Alumina (HPA).
Over a week, he collected 500kg of mud from Lake Hope and sent it off for testing.
19th Oct, 2023
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Uncovered: 4DS Memory (ASX: 4DS)
Welcome to the world of computer memory. Here’s what you need to know from the outset: there are two main types of computer memory that are used in most of our devices.
- DRAM, or dynamic random-access memory, is a type of semiconductor memory that is fast, flexible and temporary. It is best used for processing data and running applications. It loses data when power is taken away.
- NAND Flash memory is ideal for large, stable and permanent storage such as storing data and files. It stores data even when power is taken away.
13th Oct, 2023
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TDM Growth Partners | Understanding the 4 pillar framework underpinning a high conviction strategy
In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge.4 October
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A small cap pioneering a new standard of cardiac care – Imricor Medical Systems (ASX: IMR)
Bryce and Ren are joined by the CEO of Imricor Medical Systems (ASX: IMR), Steve Wedan. Steve is co-founder as well as CEO, and in this chat, he talks through Imricor, how he first came across the idea and what has been the founding story to date. To find out more, https://imricor.com/3 October
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Uncovered: Imricor Medical Systems (ASX: IMR)
When we first opened Imricor Medical’s website and turned to the About Us page, this is what we read: Imricor Medical Systems, Inc. (ASX:IMR) is a leading developer of innovative MRI-compatible medical devices which can be used to carry out MRI-guided cardiac catheter ablation procedures. It was at that moment we released this company is going to need a little explaining.29th Sep, 2023
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Qantas (ASX: QAN)
Joyce leaves mixed record for Qantas shareholders
Qantas lags the market when including the impact of dividends over Joyces tenure but beat it and some international peers on a price appreciation basis. -
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How Syfe’s Smart “Investing System” Helps New Investors Build Better Portfolios in 2023
9th Aug, 2023
Sponsored by Syfe
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Uncovered: EMVision Medical Devices (ASX:EMV)
Here’s a stat that will blow you away: one in four people will have a stroke in their lifetime That number blew us away. The more we looked into it, the more we realised just how big a factor strokes will be in our lives and the lives of our friends and family. When it comes to strokes, time is brain. If you read those stats about strokes and got worried, you’re not alone. Today Alec talks to CEO Scott Kirkland about his vision for EMvision – where they offer healthcare systems a cheaper, more portable and more cost effective version. EMvision believes that one day they’ll be able to offer their portable brain scanner in a backpack. That means every ambulance can be equipped with one, transforming every ambulance into a mobile stroke unit.1st Aug, 2023
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EMvision Medical Devices: Revolutionising stroke detection
Here’s a stat that will blow you away: one in four people will have a stroke in their lifetime That number blew us away. The more we looked into it, the more we realised just how big a factor strokes will be in our lives and the lives of our friends and family. When it comes to strokes, time is brain.29 July
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Wealthy executives make millions trading competitors’ stock with remarkable timing
In the finance space, this ProPublica story caught our eye: CEOs of large American companies seem to be doing very well trading the stock of their biggest rivals.17th Apr, 2023
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HIT IQ: Working on concussions in sports
Around the world, concussions are the biggest challenge in sport. As the 2023 AFL and NRL season kicks off here in Australia, we are seeing multiple class actions from former players and rule changes to extend the time out of the game players must take after getting concussed.6 April
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Uncovered: Hit-IQ (ASX: HIQ)
We uncover Hit-IQ, an Australian healthcare company working to create a smart mouthguard that helps professional and amateur athletes alike monitor head knocks when playing sport30th Mar, 2023
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My High Conviction Stock: Nathan Bell - Floor & Decor (NYSE: FND) + Mastercard (NYSE: MA)
Today, we explore two stocks held by the fund: Mastercard (NYSE: MA) and Floor & Decor (NYSE: FND).16 March
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Uncovered: Danimer Scientific (NYSE: DNMR)
We uncover Danimer Scientific, an American biotechnology company working to replace fossil-fuel based plastics with vegetable based bioplastics.10th Mar, 2023
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Why You Don't Need to Pick Stocks
In this article, we'll discuss why you don't need to pick stocks to be a successful investor and how you can achieve your financial goals through other investment strategies.3rd Mar, 2023
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Stock Story: ASML – Supplier to the Semiconductor Industry
ASML’s performance in the quarter was driven by the arrival of the company’s capital markets day in November 2022.1st Mar, 2023
Source: Munro Partners
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EM Portfolio is back and 2 small caps Uncovered
This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hold, or sell recommendations. However, if you have a stock that you want us to cover, don't hesitate to reach out to us!27 February