Industry: Software & Services

Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours.

This year we're kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs).

Equity Mates Stock of the Year is back again, and this time, Bryce and Ren have selected Axon Enterprise and Infosys to go head-to-head.

Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Block.

Today Alec and Sascha ask - why is everyone angry at Apple?

Kenneth Stanley is a former Professor of Computer Science at the University of Central Florida and most recently led the Open-Endedness Team at OpenAI.

Alec is sick with blasted covid! So send him your good wishes - we want him to have a speedy recovery. But it gives us the perfect opportunity to feature one of our great panels from Finfest - How to Search for Generational Business.

Equity Mates is proudly working with the ASX CEO Connect, which brings listed companies and investors together. Throughout this year, Equity Mates will bring you 6 interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. The ASX CEO Connect Day offers many more of this style of talks, so if you enjoy today's inview and want to hear more from these CSuites, head to the CEO Connect page at the ASX, their next webinar is Tuesday 11th October.

Ever wish you could ask the leaders of the world’s largest tech companies about what to invest in? From Australia's first employee and Managing Director at Google, to Spotify, to her own venture capital fund, Kate knows a thing or two about what makes a tech company successful! On today’s episode, we ask Kate all about her career, and what she believes are the greatest investing opportunities in consumer technology today.

The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from the ground, up. Or, from beginning to… dividend?

Jules is a Senior Analyst currently responsible for Shaw & Partners Software & Technology coverage. Software, technology businesses such as Whispir, Nitro, Elmo, Gentrack and Technology One, to name a few. Jules has been in the industry since 99, so the recent market volatility is something he’s familiar with, and has weathered a few times before. His circle of expertise within the Australian market is the technology sector and currently has likely the broadest software technology coverage in the market, which provides a unique perspective on business models and valuations across the sector.

Kelly Bayer Rosmarin was appointed CEO of Optus and Consumer Australia on 1 April 2020. Prior to joining Optus, Kelly spent 14 years with Commonwealth Bank of Australia (CBA) where she held several senior positions.