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  • ASML Stock Pitch
    General

    ASML Stock Pitch

    Bryce's first pick was ASML (NASDAQ: ASML), if you want to know more about that stock, here is the video of the full pitch for ASML by Nick Griffin from Munro Partners.

    9th Dec, 2022

    Source: Munro Partners

  • BUY HOLD SELL - Elders (ASX: ELD)
    General

    BUY HOLD SELL - Elders (ASX: ELD)

    BUY HOLD SELL - Elders (ASX: ELD) is it a Buy. Hold or Sell?

    2nd Dec, 2022

    Source: Marcus Today

  • ASML & The semiconductor market in 2025 and 2030
    General

    ASML & The semiconductor market in 2025 and 2030

    ASML is one of the most important companies in the world. Whether or not it is a good investment is another question, but in terms of sheer importance to global supply chains and lack of substitutable possibilities - ASML is right up there.

    2nd Dec, 2022

  • Irenic Capital Management: Presentation to News Corp Board
    General

    Irenic Capital Management: Presentation to News Corp Board

    This presentation is a pretty comprehensive looks at the News Corp businesses and why Irenic think they should be split up. With the Murdoch family controlling the business, the big question is - can they convince Rupert?

    30th Nov, 2022

  • BUY HOLD SELL - Xero (ASX: XRO)
    General

    BUY HOLD SELL - Xero (ASX: XRO)

    BUY HOLD SELL - Elders (ASX: ELD) is it a Buy. Hold or Sell?

    28th Nov, 2022

    Source: Marcus Today

  • BUY HOLD SELL – Aristocrat Leisure (ASX: ALL)
    General

    BUY HOLD SELL – Aristocrat Leisure (ASX: ALL)

    BUY HOLD SELL - Aristocrat Leisure (ASX: ALL) is it a Buy. Hold or Sell?

    25th Nov, 2022

    Source: Marcus Today

  • Muddy Waters: Short report on dLocal
    General

    Muddy Waters: Short report on dLocal

    dLocal is a Uruguayan company that provides cross-border payments with a focus on connecting global companies with emerging markets.

    25th Nov, 2022

  • Buy Hold Sell – Woodside Energy (ASX: WDS)
    General

    Buy Hold Sell – Woodside Energy (ASX: WDS)

    Layton Membrey brings you a Buy. Hold. Sell. Stock analysis and commentary on Woodside Energy (ASX: WDS).

    4th Nov, 2022

    Source: Marcus Today

  • Buy Hold Sell - Rio Tinto (ASX: RIO)
    General

    Buy Hold Sell - Rio Tinto (ASX: RIO)

    Layton Membrey brings you a Buy. Hold. Sell. Stock analysis and commentary on Rio Tinto (ASX: RIO).

    2nd Nov, 2022

    Source: Marcus Today

  • Buy Hold Sell: Pointsbet (ASX: PBH)
    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

  • Adobe Update
    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)

    Domino's Pizza ($DPZ)

    Unit Economics Spinning the Flywheel
  • ILU.ASX & CAJ.ASX | 2 new stocks we’re adding to the order pad!

    ILU.ASX & CAJ.ASX | 2 new stocks we’re adding to the order pad!

    Candice and Felicity open their order pads once more, and share their thoughts on two stocks they believe have been oversold in the recent market sell off. Market volatility always brings buying opportunities!

    7 October

  • Building a thesis: Warner Bros Discovery

    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

  • The celebrations continue... We review another 10 Order Pad picks 🎂 Pt II

    The celebrations continue... We review another 10 Order Pad picks 🎂 Pt II

    On the list: Ulta Beauty (NASDAQ:ULTA), Onon Holdings (NYSE:ONON), Magellan Financial Group (ASX:MFG), Pinnacle Investment Management Group Ltd (ASX:PNI), Walt Disney Co (NYSE:DIS), Vimy Resources Ltd (now Deep Yellow Ltd ASX:DYL), Elders Ltd (ASX:ELD), Independence Group (ASX:IGO), Playside Studios Ltd (ASX:PLY) and Microsoft Corporation (NASDAQ:MSFT).

    9 September

  • Buy Hold Sell - Computershare (ASX: CPU)
    General

    Buy Hold Sell - Computershare (ASX: CPU)

    Tom Wegner brings us another Buy. Hold. Sell. Stock analysis and commentary on Computershare (ASX: CPU).

    6th Sep, 2022

    Source: Marcus Today

  • Reporting season is (finally) over. What did we learn?

    Reporting season is (finally) over. What did we learn?

    Bryce & Alec wrap up the news from the past week. All you need to know about earnings season including 10 companies that caught their eye along with all the overall takeaways from reporting season around the world. Alec explains why "Good news is bad news".

    5 September

  • It's our birthday! We review all our Order Pad stocks 🎂 Pt I

    It's our birthday! We review all our Order Pad stocks 🎂 Pt I

    It's been a year since Candice and Felicity launched Talk Money To Me! To celebrate, they are doing a two part series, reviewing all of the Order Pad stocks they've pitched over the past 365 days. They look at what's changed since they pitched it, and review the updated information that's come across their desk.

    2 September

  • Disney is getting into sports betting + Earnings wrap

    Disney is getting into sports betting + Earnings wrap

    Bryce & Alec wrap up the news from the past week. All you need to know about earnings season. With Disney announcing that they are entering the sports betting industry, the boys do an Industry deep dive on what could potential be the second most unethical industry they've ever reviewed. Alec mentions an article about Wall Street’s ‘Billionaire Brawl’ for Control of a Gaming Empire - Also this book.

    29 August

  • The most important reporting season until the next one

    The most important reporting season until the next one

    Earning Season continues ... and so does this Equity Mates content train. So, so much in this episode. NASDAQ Tech stocks have had a good week ... technically the NASDAQ is now in a bull market. Is it blue skies, unicorns and rainbows from here? Alec and Bryce do a fast track market wrap to give you a solid run down of the past week's company earnings results. America is taxing Buybacks ... but will the market even care?

    15 August

  • Earnings wrap + Michael Frazis on his growth portfolio

    Earnings wrap + Michael Frazis on his growth portfolio

    Earnings Season continues ... and so does this Equity Mates content train. So, so much in this episode. The market has had a good week ... so, are we out of the woods? Is it blue skies, unicorns and rainbows from here? Alec and Bryce do a fast track market wrap to give you a solid run down of the past week's company earnings results.

    8 August

  • Earnings season continues as we unpack a few companies that caught our eye

    Earnings season continues as we unpack a few companies that caught our eye

    There is so much going on in the markets at the moment. Facebook's first ever revenue drop, Spotify killing it, F45 down 70% in one day, the Fed raise rates by 75 basis points, Sezzle’s in a trading halt. To start this Monday episode Bryce and Alec give a quick 'round the grounds' global market wrap. All you need to know, and some extra news you'll want to know!

    1 August

  • What we have learnt from earnings season so far

    What we have learnt from earnings season so far

    We're a week into earnings season in the States and we discuss what we've learnt so far. Most of the American Banks have reported, with all of them missing analysts expectations. So why did the bank index have its biggest one-day gain in 18 months?

    25 July

  • 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

  • Our Order Pad | Playside Limited (PLY:ASX) & Microsoft (MSFT:NAS)

    Our Order Pad | Playside Limited (PLY:ASX) & Microsoft (MSFT:NAS)

    In this episode, Felicity and Candice compare notes on their Order Pads. Felicity talks about her choice - Playside Limited - a Melbourne based company that develops both its own games and partners with movie studios like Walt Disney, Pixar and Universal Studios to develop branded gaming content. Felicity walks us through its track record, and recent milestones. Then Candice chooses another company known to many of us - Microsoft. They’ve expanded over the years into productivity software, server software, internet services, video games, and PC hardware and accessories.

    15 July

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