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  • Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?
    General

    Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?

    A big episode to start the week here at Equity Mates. We: Hear Bryce pitch a stock, Are joined by Maddy for Pimp my Portfolio, Unpack the lessons from 2 investor letters

    4 March

  • Expert Investor: Yaron Naymark - Deep Dive on an Unconventional Stock

    Expert Investor: Yaron Naymark - Deep Dive on an Unconventional Stock

    In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses.

    11 June

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