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  • General

    "Weak sauce": Elon Musk's 2018 feud with Saudi fund revealed

    Are you a business or investing publication if you don’t find a way to mention Elon Musk these days? We’re taking a slightly different tact this week - no Twitter. Instead, some text messages recently revealed in a court case cast light on the famous “funding secured” saga of 2018 - when Elon claimed he had secured funding from Saudi Arabia to take Tesla private (i.e. buy out all public shareholders) at $420 a share.

    2nd May, 2022

  • Why Ramsay is just the tip of the iceberg & Netflix headlines early results from US earnings season

    Why Ramsay is just the tip of the iceberg & Netflix headlines early results from US earnings season

    Bryce and Alec look at why there are some big deal being done by private equity as it throws it’s cash around in Australia. KKR are looking to buy Ramsay Healthcare (ASX: RHC) 18.3b market cap, was up 24% on Wednesday after KKR’s bid of $88 a share bid, valuing RHC at over $20 billion. If successful this would be the biggest leveraged buy out by a global private equity firm in Australia. Also, the boys talk about Netflix, Tesla, and they also discuss the kick-off of earnings season in the U.S.

    25 April

  • Will I ride in a self-driving car this year?

    Will I ride in a self-driving car this year?

    Today we’re talking about what promises to be one of the most revolutionary technologies of our lifetime... self-driving cars. We’ve all imagined it, and seen it in movies. A car that drives itself. Enter your destination, sit back, relax and enjoy the ride. No more traffic accidents, no more drunk drivers, no more searching for a parking spot… It sounds incredible. Today Alec and Sascha explore how possible that is - and go through some of the recent updates to this new technology.

    21 April

  • Is FMG the new Tesla?

    Is FMG the new Tesla?

    Twiggy Forrest has launched plans for an infinity train, who's getting on board? Consumers and businesses are seeing the world very differently right now, and why are we still in a rental crisis? All this and more on this week's Comedian v Economist.

    30 March

  • Compair the pair - CEOs go head to head | Quartr Reporting Season

    Compair the pair - CEOs go head to head | Quartr Reporting Season

    In this episode Bryce & Alec "compare-the-pair' when it comes to rival CEO's talking about the same subject within their companies. Tesla CEO Elon Musk v. GM CEO Mary Barra on driverless cars. Nike CEO & President John Donohoe v. Adidas CEO Kasper Rørsted on the shift to digital sales. Visa CEO Al Kelly v. Mastercard CEO Michael Miebach on crypto. Nvidia CEO Jensen Huang v. Microsoft CEO Satya Nadella v. META's Zuckerberg on the Metaverse.

    14 March

    Sponsored by Quartr

  • We're back (& one of us is engaged)! Bold Predictions for 2022

    We're back (& one of us is engaged)! Bold Predictions for 2022

    We are back for 2022! And one of us has a very special announcement... We kick off the year with our traditional episode - sharing our bold predictions for the year ahead. The team are talking Tesla, big mergers and acquisitions, the AFL season, and everything in between. No one is outside the firing line.

    31 January

  • Boomtown - Airbnb, Rivian, Roblox and Crypto

    Boomtown - Airbnb, Rivian, Roblox and Crypto

    The inaugural Equity Mates Awards are coming. Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Then the guys do a quick portfolio update, and talk about Airbnb, Afterpay, Roblox, Russell 2000 ETF and Rivian.

    15 November

  • Morgan Stanley's Research Note on Tesla, Introduction to the 'Giga Press'
    General

    Morgan Stanley's Research Note on Tesla, Introduction to the 'Giga Press'

    Last week was a big one for Tesla. It became just the 6th American company to reach the $1 trillion market cap and did it with far less revenue than any of the 5 that have come before it. The market expects big things from Tesla. In this research report released last week, Morgan Stanley upped their price target from $900 to $1,200 per share (when released shares were around ~$1,000) and made the case that this price is based on a conservative case (in particular, half the company’s growth target, constrained growth in China and no improvements in autonomous driving).

    5th Nov, 2021

  • Expert Investor: Michael Frazis - Frazis Capital Partners

    Expert Investor: Michael Frazis - Frazis Capital Partners

    Here at Equity Mates, we love finding up and coming Australian fund managers that have interesting perspectives and different approaches to markets.

    3 March

  • Tesla founders on the early days of the electric vehicle startup
    General

    Tesla founders on the early days of the electric vehicle startup

    Elon Musk may be the CEO and face of Tesla, but he was not a founder. That fact is often overlooked as the enigmatic CEO has certainly made the company his own over the past decade and a half. However, the world’s richest person was actually Tesla’s 4th CEO when he took over in October 2008.

    15th Feb, 2021

  • ARK Invest's 2021 Big Ideas Report
    General

    ARK Invest's 2021 Big Ideas Report

    ARK Invest, led by perhaps the world’s most famous Tesla bull Cathy Wood, has had an incredible few years. They have created some of the world’s most popular ETFs and positioned themselves as on the forefront of the biggest innovations the world will see over the coming decades. In this Big Ideas report, the ARK Invest team drill down into some of these technology mega trends that they think will lead to big investment opportunities in the coming decades.

    31st Jan, 2021

  • EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)

    EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)

    This episode is a little different that usual. During COVID we started an 'Afternoon Beer Discussions' series on YouTube. The concept was simple - we'd jump on Zoom and discuss one topic over one beer.

    10 September

  • Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets

    Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets

    In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy.

    9 July

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