Technical Trading Insights From A Professional Trader

18/07/2018 If you haven’t already, you must go and listen to Episode #60 – “An Expert Reviews Our Trades” to get the full context for this blog post. In a nutshell, Equity Mates were given some money from Stake, to participate in a two week trading competition with a bunch of financial journalists, to beta test their new trading app. …

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Using housing to learn key investing terms

In Episode 52 of the podcast (listen here), Andrew Brown used the analogy of owning and renting a house to better understand some key investing terms. We thought it was a useful explanation, so we put it in a blog post for you to use and refer back to, to help you understand there terms. This post is a bit …

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How To Identify An Excellent Business – 9 Key Questions from Buffett

25/05/2018 What would Warren Buffett do? It’s the age old question all value-investors ask themselves when it comes to stock picking. Thankfully Warren’s daughter-in-law wrote a book called Buffettology that explores the techniques that have made Warren the world’s most famous investor. Back in episodes 46, 47 and 48 -“How to think Like Warren Buffett” Parts 1-1, we explore 9 …

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Put Your Money To Work – Alternative Investment Avenues

18/05/2018 You don’t have to be a genius to make money from investments. When it comes to investing, Australia is a very bricks and mortar country, meaning we love property. It’s all the rage, and don’t get me wrong, historically it’s been a very rewarding form of investment. But affording a house is a monumental task, especially if you’re living …

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7 Common Mistakes To Avoid When You Start Investing

You’re at a party, and after a few drinks your friend lets it slip they’ve “actually just invested in TechHub Ltd, apparently one of the hottest tech startups in Australia at the moment.” “Oh right!” you say, this being one of the first times you’ve heard your friend talk about investing. “What does it do?” “Oh, you know, something to …

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5 Highlights from Reporting Season so far

In Australia we have two main reporting seasons, February and September. This is when publicly traded companies announce their half year (February) and full year (September) trading results to the market. It is a good opportunity to review your investments and to consider whether your investment thesis still holds. It can also be a fascinating time as interesting stories about …

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Understanding Volatility

After two over-1000 point drops of the Dow Jones last week, a term has come back into use around markets: volatility. This term is probably unfamiliar for a lot of new investors so we thought we’d take the opportunity to dig in and learn a bit more about it ourselves.   Volatility – A statistical measure of the dispersion of …

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Pardon the Jargon #1: Breaking Down 5 Key Terms

Here at Equity Mates, we’re trying to break down barriers and help everyone get started on their investing journey. A common issue for beginning investors is the confusion caused by all the different investing terminology. So to help we’re introducing a new segment, Pardon the Jargon. This blog post explains the 5 terms we covered in Episode 20 of the …

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How do I find a good company? Your complete guide

Finding opportunities to invest can often be the hardest part but there are plenty of resources available to help you. As with anything, the more you practice looking for companies, and the more you become aware of opportunities, the easier your investing will become. There is no magic formula, and it is entirely up to you to decide but it …

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Technical Trading Insights From A Professional Trader

18/07/2018 If you haven’t already, you must go and listen to Episode #60 – “An Expert Reviews Our Trades” to get the full context for this blog post. In a nutshell, Equity Mates were given some money from Stake, to participate in a two week trading competition with a bunch of financial journalists, to beta test their new trading app. …

View Post

Using housing to learn key investing terms

In Episode 52 of the podcast (listen here), Andrew Brown used the analogy of owning and renting a house to better understand some key investing terms. We thought it was a useful explanation, so we put it in a blog post for you to use and refer back to, to help you understand there terms. This post is a bit …

View Post

Race to $1 Trillion

$1 Trillion. $1,000,000,000,000. One thousand billion. One million million. It’s a big number. Amongst some of the biggest companies in the world, the race is on to be the first company with a market cap of $1 trillion. No company in history has ever reached this milestone before. For new investor, market cap is calculated by taking the number of …

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Spotify’s going public and it doesn’t need any help

Save the date – April 3 – Spotify is going public. The company has ruffled some feathers by choosing to cut investment bankers out of the process. Instead of an Initial Public Offering, they are going public via a Direct Public Offering. We thought we’d put together a quick blog post explaining the company and the different way they have chosen …

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5 Highlights from Reporting Season so far

In Australia we have two main reporting seasons, February and September. This is when publicly traded companies announce their half year (February) and full year (September) trading results to the market. It is a good opportunity to review your investments and to consider whether your investment thesis still holds. It can also be a fascinating time as interesting stories about …

View Post

Understanding Volatility

After two over-1000 point drops of the Dow Jones last week, a term has come back into use around markets: volatility. This term is probably unfamiliar for a lot of new investors so we thought we’d take the opportunity to dig in and learn a bit more about it ourselves.   Volatility – A statistical measure of the dispersion of …

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Equity Mates Book Review – Warren Buffett’s Ground Rules

Equity Mates Book Review #2 Warren Buffett’s Ground Rules – Jeremy Miller Warren Buffett with Jeremy Miller, the author of Ground Rules   Michael Steinhardt, one of the great investors, once said of Warren Buffett that, “he is the greatest PR person of recent times.” If the amount of books written about him were any indication then Steinhardt may be …

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Equity Mates Book Review – Margin of Safety

Equity Mates Book Review #1 Margin of Safety – Seth A. Klarman Listen to our review in Episode 11 If you are interested in value investing, Seth Klarman is a name you need to know. While Warren Buffett has become synonymous with the value investing ethos Klarman may one day be looked at in the same light. He’s already been …

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Race to $1 Trillion

$1 Trillion. $1,000,000,000,000. One thousand billion. One million million. It’s a big number. Amongst some of the biggest companies in the world, the race is on to be the first company with a market cap of $1 trillion. No company in history has ever reached this milestone before. For new investor, market cap is calculated by taking the number of …

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Let’s Review Jim Cramer’s 2000 Stock Picks

We recently stumbled upon a speech Jim Cramer gave at the height of the tech stock market bubble (in 2000) picking his top 10 stocks. Cramer, at the time, was a noted hedge fund manager and has gone on to become a bestselling author and host of CNBC’s Mad Money. In all, a very well respected investor. This post starts …

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Spotify’s going public and it doesn’t need any help

Save the date – April 3 – Spotify is going public. The company has ruffled some feathers by choosing to cut investment bankers out of the process. Instead of an Initial Public Offering, they are going public via a Direct Public Offering. We thought we’d put together a quick blog post explaining the company and the different way they have chosen …

View Post

5 Highlights from Reporting Season so far

In Australia we have two main reporting seasons, February and September. This is when publicly traded companies announce their half year (February) and full year (September) trading results to the market. It is a good opportunity to review your investments and to consider whether your investment thesis still holds. It can also be a fascinating time as interesting stories about …

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Moats: What are they and why should I care?

It is often said, investors should look for companies with moats. Now everyone knows what a moat is literally, but outside of European castles and celebrities homes in LA, it’s tough to find a moat these days.

So what do we mean when we talk about a moat in an investing context?

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Have you paid you stupid tax?

Exchange Traded Funds (ETF’s) are all the rage in investing circles these days. For those readers new to investing, an ETF is something you can invest in that gives you access to a variety of stocks with one purchase. Rather than buying one company on the stock market, you can buy an ETF – which gives you exposure to all …

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Afterpay Update: 5 Big Questions from the Recent Merger

Big news for our stock of the week pick Afterpay. As a quick refresher – Afterpay is a online payments company that partners with online retailers and allows shoppers to pay purchases off in installments without incurring any interest payments. By way of an example –  want to buy a $1000 jacket? With Afterpay that jacket is now $250 a …

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Afterpay Update: 5 Big Questions from the Recent Merger

Big news for our stock of the week pick Afterpay. As a quick refresher – Afterpay is a online payments company that partners with online retailers and allows shoppers to pay purchases off in installments without incurring any interest payments. By way of an example –  want to buy a $1000 jacket? With Afterpay that jacket is now $250 a …

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NDQ: NASDAQ 100 Exchange Traded Fund

  This was the only way we could end our tech-tacular! After all that talk about the big tech companies and some of developments coming down the pipeline we wanted to showcase a way to get exposure to the sector. This exchange-traded fund is a great way to invest in those trends. NDQ holds a basket of the 100 biggest …

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BEAR: Australian Equities Bear Hedge Fund

Purchase date: 9/05/2017 Price: $15.10 There has been an increasing number of news stories, professional opinions and commentary coming to light over the past couple of months warning of another potential market correction (a fall in the value of the market). The timing of this correction is still uncertain, but it made us think – what can we do in …

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Afterpay (ASX: AFY)

Afterpay (ASX:AFY) Purchase price: $2.55 For our fourth Stock of the Week we dive into the fintech industry, and take a chance with Afterpay (ASX: AFY). We say ‘take a chance’ because there are a lot of great things about Afterpay, but in an industry where there are some big players – Amazon, PayPal and the big banks – it’s …

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Australian Agricultural Company (AAC)

Purchase Date: 12th April 2017 Price: $1.68 This week we have chosen Australian Agricultural Company (AAC) as our stock of the week. AAC is a vertically integrated beef producer that focuses particularly on high quality beef for export markets. They are Australia’s largest beef producer and they have the largest Wagyu beef herd in the world. Here at Equity Mates …

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PM Capital Global Opportunities Fund (PGF)

ASX Code: PGF Purchase Date: 21.03.2017 Price: $0.98 This week’s stock of the week is PM Capital Global Opportunities Fund (PGF). PGF is a listed investment company (LIC) that aims to create long term wealth for investors by investing in 25-45 global companies. They look for companies that are trading at a value different to their intrinsic value (i.e. looking …

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Gateway Lifestyle Group (ASX: GTY)

Purchase date – 16/2/2017 Purchase price – $2.01 The first stock of the week is Gateway Lifestyle Group. Gateway offers an alternative to the traditional retirement village by offering retirees the opportunity to design their own dream home for living in one of Gateway’s 53 retirement communities. These communities are primarily located outside major city centres and are targeted at …

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Race to $1 Trillion

$1 Trillion. $1,000,000,000,000. One thousand billion. One million million. It’s a big number. Amongst some of the biggest companies in the world, the race is on to be the first company with a market cap of $1 trillion. No company in history has ever reached this milestone before. For new investor, market cap is calculated by taking the number of …

View Post

How do I find a good company? Your complete guide

Finding opportunities to invest can often be the hardest part but there are plenty of resources available to help you. As with anything, the more you practice looking for companies, and the more you become aware of opportunities, the easier your investing will become. There is no magic formula, and it is entirely up to you to decide but it …

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