Asset Class: Individual Stocks
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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
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General
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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Cloud Computing
Adobe Update
Adobe just had its Annual Creativity Conference: MAX as well as its Analyst Day. I wanted to write an update based on more data points that were disclosed on the Analyst day. Here's what we learned. -
Domino's Pizza ($DPZ)
Unit Economics Spinning the Flywheel -
Google: India fines tech giant $161m for unfair practices
Indian authorities accuse the tech giant of using questionable licensing practices to dominate the market. -
General
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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Social Media
Snap sets off alarm bells in ad-reliant social media sector
Snap Inc shares sank nearly 30% in premarket trading on Friday, after the company's forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising. -
General
Building an investing checklist + Henry Jennings pitches Core Lithium
We have included one of the live sessions from Henry Jennings at Equity Mates FinFest where Henry was given the task of presenting a high conviction stock pitch ...24 October
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General
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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General
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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Three stocks from three investor letters
in this episode Bryce & Alec discuss 3 investor letters that caught their eye this week, from different parts of the world. They discuss some of the types of companies these fund managers are writing about, with the aim to show how valuable investor information can be found by us, everyday investors.18 October
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General
Nvidia in the valley
Like so many Silicon Valley giants, 2022 has been tough. This article from Stratechery takes a look at how Nvidia got the past couple of quarters so wrong and what is coming next for the company.5th Oct, 2022
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How to invest in your wardrobe the right way | Chloe Stokes - Forager Funds Management
Shopaholics, this one's for you! If you love adding to your shopping basket, chances are you're already a better investor than you think.27 September
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General
Adobe plunge presents an opportunity
This article takes a look at the Adobe-Figma deal and then takes a look at the investment case for Adobe, and asks if there’s value after last week's brutal sell off.27th Sep, 2022
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The Top Dividend Stocks to Watch After Reporting Season | Sharesies
In 15 minutes, Bryce & Alec talk through what a dividend is, how and why companies pay them to shareholders, and what options you have once you receive them.27 September
Sponsored by Sharesies
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General
Meet the Fund Manager | Sean Fenton | Sage Capital
Future Generation conduct an in-depth interview with Sage Fund Manager, Sean Fenton. Topics include: 1 to 5 year outlook for equity markets; portfolio construction; investing lessons from 25 years experience.26th Sep, 2022
Source: Future Generation
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Gerry Sakkas - CEO of Playside Studios | Building a company from the ground up
Felicity and Candice are joined by a special guest - Gerry Sakkas - the CEO and Co-Founder of Playside Studios, which is listed on the ASX under PLY.ASX. Playside Studios is Australia’s largest independent video game development studio with capabilities across Mobile, PC and Console. They develop original IP, engages in work-for-hire projects and delivers publishing services in the gaming industry.23 September
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Building a thesis: Warner Bros Discovery
With the Equity Mates Office discussion in over-drive about House of the Dragon and Rings of Power this week, it got us thinking about Warner Bros Discovery.12 September
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General
Fidelity Global Emerging Markets Fund - Top 10 positions
Fidelity Global Emerging Markets Fund Quarterly Top 10 stock positions provides a high-level snapshot of some of the companies held in the portfolio.1st Sep, 2022
Source: Fidelity
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Our 3 big takeaways from earnings season
Bryce, Darcy and Alec join Sascha today and share the 3 biggest takeaways from earnings season so far. There is a new record for the most profitable company in the world, retail is feeling the pinch from inflation and Google still reins supreme.25 August
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General
Disruption continues despite ‘technical recession’
Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.18th Aug, 2022
Source: Loftus Peak
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General
Hyperscaler Q2 Earnings Take-aways
This article has taken a look at the recently released second quarter results for the hyperscalers - Amazon, Google, Microsoft and IBM. The first takeaway is that these companies all continue growing their cloud infrastructure businesses. Amazon Web Services reported 33% year-on-year growth, Google Cloud reported 36% and Microsoft Azure leading the charge with 40%.11th Aug, 2022
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General
Get started weekly: What actually is a meme stock?
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.5th Jul, 2022
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Beauty is in the eye of the shareholder: Revlon declares bankruptcy and shares rally 600%
Is Revlon the latest meme stock, following in GameStop’s footsteps? The great beauty retailer, that had mega successful supermodels Claudia Schiffer and Cindy Crawford smiling from their billboards, they filed for Chapter 11 bankruptcy last week, after accumulating $3 billion dollars in debt. The thing is, they just haven’t been able to keep up with the competition, the next generation of celebrity brands like Rhianna’s Fenty Beauty, but also their mega peers, like L’oreal and Estée Lauder. But in a remarkable twist, since the announcement, the stock is up 600%.2 July