Monday
Bryce bought a house, why investors are shorting junk food & Amazon and Google could be broken up
Today Ren and Bryce chat about Bryce’s huge news and how it’s going to be a challenge to drown out the housing noise, the Ozempic phenomenon, and the rumblings about the threats coming to break up big tech. Then Ren gets back together with his Mentor, Andrew Page, and chats about 3 stocks he’s got on his shortlist.
What does the future of money look like without cash?
It’s a two parter today! Digging into two stories that caught our attention at Equity Mates.
Tuesday
Can money buy happiness? Kate Campbell from Australian Finance Podcast
Bryce and Ren are joined by Kate Campbell, one of the hosts of the Australian Finance Podcast to answer the question ‘Can money buy happiness?’. It’s the thing she’s been pondering at the centre of her new book (available in all good bookstores now!) We chat about why Kate decided to write it, what she learned during the process, and how we can make changes to improve our happiness with money.
Munro Partners | Nick Griffin on how he finds global winners
CIO Charlie Lanchester chats to Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1’s Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro. Then they discuss two stocks that speak to themes of interest for Munro Partners, the 2023 darling Nvidia, and a long-held favourite, Amazon, both HM1 Core Portfolio holdings.
Wednesday
Why did Birkenstocks IPO get off on the wrong foot?
Birkenstock Holding plc is a German shoe manufacturer known for its sandals and other shoes notable for contoured cork footbeds (soles) made with layers of suede and jute, which conform to the shape of their wearers’ feet.
100 – Crypto Curious Cracks A Ton: A Milestone Celebration
Join us in celebrating our 100th episode of the Crypto Curious podcast, proudly brought to you by the Bamboo App.
Prada to design spacesuits, while Birkenstonk flops
Birkenstock listed on the New York Stock Exchange and then flopped like a flip-flop. Prada has put its hand up to design space suits, Utah is suing TikTok, while CVE was passed over again for the Nobel Prize in Economics. All this and more on this week’s Comedian v Economist.
Thursday
Bryce and Ren are joined by Rikki Bannan, who’s Executive Director and Portfolio Manager at IFM Investors. She’ll be speaking at the Hearts & Minds conference on the 17 November, but that stock is under lock and key, so we’ve asked her to bring two of her other picks to talk about today – 2 small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6).
Friday
The Property Investor’s Guide: Proven Paths to Prosperity
Felicity and Candice chat with Michael Yardney Australia’s most trusted property commentator.
Micheal shares his top tips for preparing to invest in property, discusses the current property market conditions, and where he sees Australia’s property market heading into the future.
Uncovered: There’s more to a battery than Lithium, introducing HPA – Impact Minerals (ASX: IPT)
On this episode of Uncovered, Bryce and Ren are joined by Dr Mike Jones, the Founder and Managing Director of Impact Minerals. He introduces us to the world of mining explores, the business of the company, and goes into great detail about one of their biggest projects to date – Lake Hope.
Bitesize: Why time is the most important variable – Tom Piotrowski
We’re winding back to a 2020 interview with Tom Piotrowski, a renowned Market Analyst at CommSec, and a highly respected figure in the finance industry. This Bitesize he shares his thoughts on the importance of getting started, and why time is the most important variable.
Why is Atlassian doubling down on WFH, when everyone is going back to the office?
Atlassian – the Australian software products maker – recently announced it had agreed to buy video messaging platform Loom. They paid US $975 million for the privilege – which accounted for a significant portion of their cash reserves. It also indicates a commitment to work from home, when many big companies this year are winding back on remote work, and calling for a return to ‘business as usual’.