EM Chat: Stock of the Year Update

HOSTS Alec Renehan & Bryce Leske|18 April, 2019

Meet your hosts

  • Alec Renehan

    Alec developed an interest in investing after realising he was spending all that he was earning. Investing became his form of 'forced saving'. While his first investment, Slater and Gordon (SGH), was a resounding failure, he learnt a lot from that experience. He hopes to share those lessons amongst others through the podcast and help people realise that if he can make money investing, anyone can.
  • Bryce Leske

    Bryce has had an interest in the stock market since his parents encouraged him to save 50c a fortnight from the age of 5. Once he had saved $500 he bought his first stock - BKI - a Listed Investment Company (LIC), and since then hasn't stopped. He hopes that Equity Mates can help make investing understandable and accessible. He loves the Essendon Football Club, and lives in Sydney.

Earlier this year, we each picked one company to be our ‘stock of the year’. With the first quarter of the year past we thought it would be a good time to take stock and see how they’re going. In this episode you will learn about: • The companies Bryce and Alec chose for Stock of the Year • Why Alec’s pick has actually gone backwards • The key industry drivers of Australia’s horticultural industry • Why your fresh fruit and vegetables are getting more expensive at the local shops • Why Bryce’s pick is doing well • The massive disruptions in the baby goods industry over the past couple of years • How Baby Bunting is competing against online retailers • A Discounted Cash Flow analysis of each company Stocks and Resources Discussed: • Costa Group Holdings (ASX: CGC) • Baby Bunting Group (ASX: BBN) • Money Chimp Discount Cash Flow Calculator How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram (search: equitymates_investingpodcast) • Equity Mates Twitter • Email (contact@equitymates.com)


If you want to let Alec or Bryce know what you think of an episode, contact them here

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Equity Mates Investing Podcast is a product of Equity Mates Media. 

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. 

The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

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Do not take financial advice from a podcast. 

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. 

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and expend that respect to all Aboriginal and Torres Strait Islander people today. 

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