Content Style: Company Analysis

In today’s episode, Bryce and Alec welcome Rob Adams on to the show, the CEO of one of Australia’s largest wealth managers, Perpetual Limited (ASX:PPT). Prior to being appointed CEO of Perpetual in 2018, Rob built a successful career in finance in Europe and Australia, with roles at Colonial First State, First State Investments, Challenge Financial and Janus Henderson. Rob explains the four business divisions of Perpetual and shares the edge he believes they have over the other 3,700 funds on offer to Australian investors.

In this episode Bryce and Alec are joined by Roby Sharon-Zipser, the CEO of Hipages Group (ASX:HPG). Hipages operates in the home improvement industry, and specialises in home improvement advertising services for tradies. The market encompasses services including renovations, repairs and maintenance, new builds and installations. We analyse the business model of Hipages and find out how they have become a go-to destination for the tradie economy.

Happy New Year Equity Mates! In this episode, Bryce and Alec dissect Beyond Meat (NASDAQ:BYND), a company aiming to facilitate the shift from traditional meat to plant-based meat. Based in California, Beyond Meat has partnerships with McDonalds, KFC & PizzaHut to sell their products in over 80 countries worldwide. Their plant-based meals emulate chicken, beef, pork, meatball and sausage. Beyond Meat has attracted several heavyweight investors, including Bill Gates and the former CEO of McDonalds, Don Thompson.

We’ve all spent hours trawling through realestate.com.au dreaming of our perfect home, but what’s the company behind this? The answer is REA Group (ASX:REA), the fourth business we’re analysing in our summer series. REA Group was founded in 1995 and has grown to become the 8th largest online brand in Australia. It has been a market darling of the ASX, delivering an eye-popping return of more than 14,000% since listing. Bryce and Alec are joined by CEO Owen Wilson for a fascinating breakdown of the business and their future plans.

Our summer series of company deep dives continues this week with Bryce and Alec analysing an Australian success story. If you haven’t heard of F45 (NYSE:FXLV), they are a training and fitness community who deliver high-intensity group workouts that run for 45 minutes. Now it’s a globally recognised brand, listed on the New York Stock Exchange in the US, but F45 started with just one studio that opened in the Sydney suburb of Paddington in 2013.

Episode 2 of our summer series is here and if you want to feel the Christmas love, this episode is for you. Bryce and Alec take a deep dive into Match Group (NASDAQ:MTCH), the world’s largest provider of online dating services. Their portfolio of apps includes Tinder, Hinge and Match. Over 40% of relationships in the US now start online, so this is an industry we’d be cupid to ignore.

The Summer break has arrived, but we’re not leaving you in the dark. We’re back for another Summer Series, taking a deep dive into 12 companies across Australia and the US which have been popular with our community. In this episode we are taking a deep dive into BWX Limited (ASX:BWX) and are joined by their CEO Dave Fenlon. BWX Ltd is in the beauty and personal care industry, providing skin, hair and body products in Australia and internationally. Dave talks with Bryce and Alec about their recent acquisition of Go-To and their plan for the business moving forward.

It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity pitches a leader in the fast-growing cybersecurity industry: CrowdStrike. This company sells a cloud-based platform that protects endpoints on laptops, desktops, the Internet of things, using AI technology to stop breaches. Then Candice talks about PayPal, a pure play in online payments which enables digital and mobile payments on behalf of merchants and consumers, with a killer track record of smashing their growth targets.

The US Reporting season is well and truly upon us, and all the big tech companies are holding their earnings calls. Despite being such a rich source of information for retail investors, earnings calls have been hard for the average person to access - they’re hard to find, and often at really unfortunate times. Thankfully, Quartr has solved this problem, and now allows the average investor to eavesdrop on these huge earnings calls. In today’s episode they cover four of the big US tech companies - hearing from Twitter, Facebook, Snap, and Square (who talks about their very important APT acquisition).

It's the age-old question when it comes to investing... How do you find a good investment? Just what makes a company good, and what happens if a good company has some bad news? Today's episode is inspired by a question asked by a YIGC community member in our YIGC Facebook Discussion group: how do you build an investing thesis? To workshop it through and demonstrate it for everyone, we've done you the favour of doing it ourselves! Join us as Sophie presents her case for investing in Sonos, and Maddy tries her best to tear it apart!

You loved our last episode with two of our favourite picks from our Ausbiz show, that we decided to treat you again! This time we hear from two old friends of the show - Owen Raszkiewicz, the founder of Rask Invest, and Andrew Page, the founder and Managing Director of Strawman.com.

In this episode, Alec and Bryce talk everything demerger - just what does that mean, how does it work in practice, what does this mean for existing shareholders, and what does this mean for new shareholders?

This episode truly is epic. Alec takes a break, and Bryce takes the driver's seat, as he runs through 30 investments in 30 minutes. (All in celebration of his 30th birthday). As said it's 'a wrap up of some of my favourite companies and ideas over the last 5 years of Equity Mates and the journey we have been on.'

This is a busy episode! There’s a new ‘What The?’, with the arrival of the SUBZ ETF (The Roundhill Streaming Services & Technology ETF) which is designed to offer investors exposure to the streaming industry.

It’s *the* story of the moment: what’s going on with Facebook, and their battle with news? Alec and Bryce recap what has happened to date with the Facebook saga.

In this episode, Alec brings a ‘What The ?’ to the table for Bryce to puzzle over, and we break down 13Fs… What are they?