Asset Class: Individual Stocks
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General
What's dollar-cost averaging?
Dollar-cost averaging is when you choose to invest a certain amount on a particular investment regularly, regardless of whether the share price is high or low.4th Jan, 2023
Source: Sharesies
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$3 for Guac, $1,500 for a share - Chipotle | Summer Series
Today we’re chatting about Chipotle, and we’re joined by Emma Henderson from Magellan. Thanks to Sharesies for sponsoring the Equity Mates Summer Series.2 January
Sponsored by Sharesies
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12 stocks of Christmas Pt 1 | TCL, GL1, WMT, BOE & more!
We're so excited to bring to you a special 12 stocks for 12 days of Christmas over 2 episodes. Candice and Felicity thought they'd share a bunch of different ideas for you to consider! They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks!16 December
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Analysis | Musk Versus Apple Is a Fight Worth Having
The new Twitter Blue could be the staging ground for an important global battle. -
General
Bryce v Ren: 2022's Stock of the Year
Spotify thought they were the original wrapped - but Equity Mates has been wrapping up stock of the year for a few years now, and it’s time for us to look back at 2022. Bryce picked Macquarie, and Alec chose IAC… who’s come out ahead?12 December
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Martin Crabb comes back to review his predictions from 2022!
Today we have a very special guest back to discuss his predictions for 2023 and reflect on the year that we have had. Martin Crabb brought us so many great nuggets and predictions for 2022, and his calls were mostly right! So he is our VERY first guest to come back into the hot seat for a second time, and we think it'll be a great tradition for us to continue for Talk Money To Me.9 December
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General
Pounding the table on Meta
With an opening line like that, how could we not include this article from Bireme Capital. Bireme believe that investors are missing the strong story in social media because of all the noise about TikTok.8th Dec, 2022
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General
Q3: A few things we learned
Octahedron Capital publish this slide deck every quarter, outlining what they learnt from the latest earnings season. It includes charts, key stats and quotes from earnings calls - and will always throw up interesting stats and thought provoking quotes from earnings season that we missed.5th Dec, 2022
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General
Irenic Capital Management: Presentation to News Corp Board
This presentation is a pretty comprehensive looks at the News Corp businesses and why Irenic think they should be split up. With the Murdoch family controlling the business, the big question is - can they convince Rupert?30th Nov, 2022
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Your guide to the small caps offering big returns | Eleanor Swanson
Keep track of Sophie and Maddy between the episodes on Instagram, or on TikTok, and come and be part of the conversation on Facebook with our You’re In Good Company Discussion Group.29 November
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General
BUY HOLD SELL - Xero (ASX: XRO)
BUY HOLD SELL - Elders (ASX: ELD) is it a Buy. Hold or Sell?28th Nov, 2022
Source: Marcus Today
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General
12 stocks for the next 12 months
The Sohn Hearts & Minds Conference was held last week in Hobart, so in this episode Bryce & Alec go through the 12 stock pitches from 12 experts and they hand pick a draft portfolio from the conference.28 November
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General
BUY HOLD SELL – Aristocrat Leisure (ASX: ALL)
BUY HOLD SELL - Aristocrat Leisure (ASX: ALL) is it a Buy. Hold or Sell?25th Nov, 2022
Source: Marcus Today
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MQG.ASX & PDN.ASX | 2 stocks to add to our order pad!
Candice and Felicity discuss listed companies which have caught their eye lately. Maybe they are companies displaying impressive growth numbers we simply can not ignore, perhaps the business recently reported solid financial figures, are they in an interesting sector with lots of potential, or has the market oversold the shares leading us to the conclusion that now is an ideal time to buy these businesses.18 November
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General
Stratechery: Meta Myths
Ben Thompson’s Stratechery has been one of the most popular newsletters on the world of tech and where it is going. In this article he unpacks five myths that he believes are leading to a distortion in perceptions of Meta.9th Nov, 2022
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General
Twitter, cut in half
There is an open question about whether these layoffs will lead to a Twitter outage. According to this article, employees that remained at the company were torn on the risk.8th Nov, 2022
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Bryce has done his homework
We go over what we learnt this week, and Bryce did his homework! Also, the return of Ren's Book Bonanza - who's going to win a book this week?7 November
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General
Buy Hold Sell – Woodside Energy (ASX: WDS)
Layton Membrey brings you a Buy. Hold. Sell. Stock analysis and commentary on Woodside Energy (ASX: WDS).4th Nov, 2022
Source: Marcus Today
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General
Buy Hold Sell - Rio Tinto (ASX: RIO)
Layton Membrey brings you a Buy. Hold. Sell. Stock analysis and commentary on Rio Tinto (ASX: RIO).2nd Nov, 2022
Source: Marcus Today
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Social Media
Twitter to lay off 25% of workforce in first round of job cuts - Washington Post
Twitter, which was acquired last week by billionaire Elon Musk, plans to let go of a quarter of its workforce as part of what is expected to be a first round of layoffs, the Washington Post reported on Monday, citing a person familiar with the matter. -
General
Forget Netflix and Disney: A local streaming service is king in Indonesia
Meet Vidio, Indonesia’s answer to streaming and a local player taking it to the global streaming giants. It is the fastest growing streaming platform in Indonesia and in the last quarter was the largest streaming platform in South East Asia.1st Nov, 2022
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General
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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General
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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eCommerce
Investors dump Amazon as economy concerns grow
The tech giant's share price tumbled after it warned of slower growth post pandemic. -
General
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