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  • Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued
    General

    Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued

    You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.

    8 April

  • Expert: Aswath Damodaran - Valuation 101: Every number tells a story
    General

    Expert: Aswath Damodaran - Valuation 101: Every number tells a story

    For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.

    12 March

  • Buy or Sell: Adam Keily with Julian McCormack
    General

    Buy or Sell: Adam Keily with Julian McCormack

    For the first time in 2024, Adam Keily is back on the podcast with his latest Buy or Sell episode. He is joined by Julian McCormack of Platinum Asset Management to go through some of the companies he’s buying and selling.

    27 February

  • Bold predictions - Andrew Brown
    General

    Bold predictions - Andrew Brown

    Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

    20 February

  • We're back with our Stock of the Year & Bold Predictions
    General

    We're back with our Stock of the Year & Bold Predictions

    We’re back for 2024! And we’ve got a lot to catch up on. In this episode we: Cover what happened over the break (both in our lives and in markets) Share our bold predictions for the year ahead Each pick our stock of the year

    19 February

  • Expert: Andrew Brown - Bold predictions wrap 2023
    General

    Expert: Andrew Brown - Bold predictions wrap 2023

    Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year.

    14 December

  • Driveless cars are driving headlines. Here's what you've missed

    Driveless cars are driving headlines. Here's what you've missed

    In today's episode of The Dive, Sascha and Alec catch you up on what's been happening and ask, who's in poll poition in the race to commercialise self-driving technology?

    6 November

  • Leveraged ETFs, Ren's Melbourne Cup tip & Speccy Magee returns

    Leveraged ETFs, Ren's Melbourne Cup tip & Speccy Magee returns

    Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick.

    6 November

  • An alternative investment thesis for AI

    An alternative investment thesis for AI

    In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and Microsoft, there are alternate pathways to consider.

    17 July

  • We love *Tesla* but is it a good investment?

    We love *Tesla* but is it a good investment?

    Over the next 8 weeks, we are putting that theory to the test, and deep diving into the companies you love but haven’t quite decided yet whether or not they’re a good investment. First up: Tesla.

    11 July

  • Sell Nvidia, Buy Tesla: Ark Invest’s Cathie Wood believes investors are missing bigger Artificial Intelligence opportunities
    General

    Sell Nvidia, Buy Tesla: Ark Invest’s Cathie Wood believes investors are missing bigger Artificial Intelligence opportunities

    ARK Invest has owned Nvidia since 2014. Earlier this year, the asset manager raised eyebrows as it updated the market and reported that it had sold 20% of its holding of Nvidia.

    29th Jun, 2023

  • Expert: Dominick D'Angelo - Tesla to bomb by the end of 2023

    Expert: Dominick D'Angelo - Tesla to bomb by the end of 2023

    We met some fantastic investors on the Equity Mates US Tour, and Dominick D'Angelo was no exception.

    1 June

  • Tesla: Why advertising likely can’t boost its sagging sales growth
    General

    Tesla: Why advertising likely can’t boost its sagging sales growth

    This article takes a look at Tesla’s financials and considers what they would look like if Tesla spend a similar amount on advertising as its carmaker rivals.

    31st May, 2023

  • Our Order Pad | Tesla (NASDAQ: TSLA) & Peninsula Energy (ASX:PEN)

    Our Order Pad | Tesla (NASDAQ: TSLA) & Peninsula Energy (ASX:PEN)

    Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

    19 May

  • Every fifth car sold worldwide this year will be electric
    General

    Every fifth car sold worldwide this year will be electric

    The electric vehicle revolution is here. At first it was a trickle, led by Tesla who managed to make electric cars a sought-after status symbol.

    4th May, 2023

  • Tesla’s doctored numbers in investor presentation
    General

    Tesla’s doctored numbers in investor presentation

    This article looks at what we learned at Tesla’s recent investor day. And the first thing that Brad claims he learned - that Tesla’s CFO bends some of the numbers in his presentation.

    29th Mar, 2023

  • EV price war: 2023 the year to buy an electric vehicle?
    General

    EV price war: 2023 the year to buy an electric vehicle?

    Tesla and Ford have cut their electric vehicle prices in response to new subsidies, increased competition and a potential recession. Is it a good time to buy an EV?

    7th Feb, 2023

  • Is 2023 the year to buy an electric vehicle?

    Is 2023 the year to buy an electric vehicle?

    It’s Monday the 6th of February and today Darcy and Sascha talk about the state of the electric vehicle market - is it suddenly about to become more affordable?

    7 February

  • Bold predictions wrapped for 2023
    General

    Bold predictions wrapped for 2023

    Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world.

    19 December

  • $18 a month for heated seats: Car companies are adding monthly subscriptions

    $18 a month for heated seats: Car companies are adding monthly subscriptions

    Today Bryce and Alec ask - why are carmakers charging monthly subscriptions? And what does the future of buying a car look like?

    6 December

  • How to hedge against social collapse

    How to hedge against social collapse

    Michael Burry from The Big Short has sold everything but held on to one disaster trade. The wages data was the biggest fizzer of the year, Turkey's inflation shows no signs of letting up, and some Telsa owner microchipped himself. All this and more on this week's Comedian v Economist.

    24 August

  • Elon, Tesla & the 'S' in ESG
    General

    Elon, Tesla & the 'S' in ESG

    Elon Musk labelled Tesla’s ejection from the S&P 500 ESG Index as “a clear case of wacktivism”, but he may be missing the growing importance of the ‘social’ factor in Environmental, Social and Governance (ESG) investing.

    10th Aug, 2022

    Source: Fidelity

  • 41 - Why Tesla Sold Their Bitcoin & Ethereum is Going Bananas

    41 - Why Tesla Sold Their Bitcoin & Ethereum is Going Bananas

    In this week’s episode, we discuss where Ethereum heads after The Merge, on the back of Vitalik announcing it will still only be 55% done. We touch on an important new crypto bill that was passed in the US. We’ll also spend some time talking about the Metaverse where Zuckerberg & Neil DeGrasse Tyson awkwardly fist-bump. There’s a Gamestop development to discuss as well and we have a laugh about Elon Musk having paper-hands as Tesla sells their Bitcoin. We wrap up with an incredibly interesting story (perhaps it's a future movie?) about a lost fortune, robot dogs and dumpster diving.

    1 August

  • Will Tesla 7x its value in the next 4 years?

    Will Tesla 7x its value in the next 4 years?

    Cathie Wood thinks so! Tesla, aka Elon Musk’s electric vehicle business has been modelled by Ark Invest to reach $4,600 per share by 2026. On today’s episode, we breakdown Ark’s investment case, and discuss the bull and bear cases for the controversial company.

    19 July

  • Electric vehicle sales accelerate as the world passes the 'magic number'

    Electric vehicle sales accelerate as the world passes the 'magic number'

    An analysis from Bloomberg found that 5% of new car sales is the magic number for mass adoption of electric vehicles. And the US is the 19th and latest country to cross that threshold. Good news for Tesla. Good news for the climate ... but, is there really a "magic number"?

    16 July

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