In this episode, Alec and Bryce are joined by Hamish Douglass – the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group, a fund manager he co-founded with Chris Mackay in 2006. Hamish is (in our opinion) the best investor in Australia today and amongst everything else is a fellow podcaster, hosting Magellan’s In The Know podcast. ***** Make …
EM Chat: What stocks are Buffett, Ackman and Soros buying?
In this episode, Alec brings a ‘What The ?’ to the table for Bryce to puzzle over, and we break down 13Fs… What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and Alec look under the hood (or flip through the pages) of …
Expert investor: Charlie Viola – Financial Advisor responsible for $1.5 billion
Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s is personally responsible for over $1.5 billion of funds. His expertise and client outcomes was recognised by Barrons when he received the accolade of the No. 1 Adviser in …
EM Chat: How To Know When To Sell
Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we discuss the other side of investing – selling. Knowing when to sell can be difficult. Are you going to miss out further gains? Is the stock going to bounce back? Unfortunately, …
Bonus Episode: Meet Pay Love – meet the hosts of our newest podcast!
On Valentine’s Day, we’ll be launching our latest podcast, Meet Pay Love. In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and chat to them about the idea and concepts behind the podcast. Focused on the complexities of romance and money, their aim is to create an engaging and safe space to break down gender roles …
Expert Investor: Emma Fisher – Finding Great Australian Companies
In today’s expert chat, we sit down with Emma Fisher, who’s a Portfolio Manager and Head of Research at Airlie Funds Management. She co-manages the Airlie Australian Share Fund (ASX: AASF). As always, we’ve got our regular questions, like what she thinks is overrated, what’s underrated, what her first investment is, and her personal investment strategy. We loved this interview, and …
Bonus Episode: Equity Mates Community Bold Predictions
For this episode we’ve asked you to tell us what your bold predictions for the year to come will be, and didn’t you deliver! We asked you some questions in the Facebook community, and some of you used our new contact form and left us some very entertaining voice messages! If you want to get involved in future shows – …
EM Chat: Portfolio Kick-Off for 2021
Ren doesn’t want to start on a negative note, but he’s not sold on the new intro. Let us know what you think of it at our new contact page: https://equitymates.com/contact. The episode begins with some key points to talk about in the portfolio: Citadel acquisition: $5.70 per share Bryce’s Palantir sneak – up 96% Bitcoin – up 88% Then …
Expert Investor: Andrew Brown – Bold Predictions
You’ve probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdings, Andrew Brown to join us to make some of his own. Remember, if you want to tell us what you thought of Andrew’s suggestions, get in contact with Equity Mates and hear your voice …
Bonus Episode: Stock Of The Year 2021
It’s time for Bryce and Alec to choose their stock of the year! Will Bryce hold his position as the Retail Whisperer, or will he break out of the bricks and mortar world? Will the Equity Mates community succeed in getting Bryce known Australia-wide as the Retail Whisperer? Will Alec’s stock lose over a quarter of its value? We’ll pitch …
EM Chat: Bold predictions for 2021
Bryce and Ren are back for 2021. And in 2021, it’s a new year, *same* Equity Mates attitude… with a little bit of a twist. Alec says, ‘think Equity Mates with lime’. The guys kick off the episode with a quick rundown of the huge plans in the works for EM, before launching into the old Equity Mates tradition of …
Bonus Episode: Kate Morris – Founder & Director at Adore Beauty
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack. We’ve heard it so many times from all the experts we’ve spoken to – knowing about the management of a company is so important to making an investment decision. Through these conversations, we’re hoping we can help you …
Bonus Episode: Wayne Baskin, Deputy CEO, CTO at Booktopia | Co-Founder of Superhero
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack. We’ve heard it so many times from all the experts we’ve spoken to – knowing about the management of a company is so important to making an investment decision. Through these conversations, we’re hoping we can help you …
Summer Series: Carsales.com Ltd (ASX: CAR)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Carsales.com Ltd. Carsales.com is an online marketplace, which specializes in automotive, motorcycle and marine classifieds business in Australia. In …
Summer Series: Bravura Solutions (ASX: BVS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Bravura Solutions (ASX: BVS). Bravura Develop technology solutions for some of the world’s leading financial institutions. They’re primarily in …
Summer Series: Treasury Wine Estates Ltd (ASX: TWE)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Treasury Wine Estates Ltd (ASX: TWE). Treasury Wines is an Australian global winemaking and distribution business with headquarters in …
Summer Series: Fortescue Metals Group Ltd (ASX: FMG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Fortescue Metals Group – an Australian iron ore company. Fortescue is the fourth largest iron ore producer in the …
Summer Series: Aroa Biosurgery Ltd (ASX: ARX)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Aroa Biosurgery Ltd. Aroa is a soft tissue regeneration company focused on improving the rate and quality of healing …
Summer Series: Adore Beauty Group Ltd (ASX: ABY)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Adore Beauty Group (ASX: ABY). Adore Beauty is Australia’s number one pure-play online beauty retailer. In each episode we …
Summer Series: NEXTDC Ltd (ASX: NXT)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack NEXTDC Ltd. The company is involved primarily in the development and operation of independent data centres in Australia In …
Summer Series: Booktopia Group Ltd (ASX: BKG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Booktopia Group. Booktopia is Australia’s largest online book retailer (by market share approx. 6% by value of all book sales …
Summer Series: CSL Limited (ASX: CSL)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack CSL – one of the market darlings on the ASX. CSL Limited is a global specialty biotechnology company that …
Summer Series: Douugh Ltd (ASX: DOU)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Douugh Ltd (ASX: DOU). Douugh is a fintech, looking to disrupt how people manage their money. At the time …
Summer Series: Electro Optic Systems (ASX: EOS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Electro Optic Systems (ASX: EOS). It’s a company whose core business is in operating in defence contracting markets, the …
Summer Series: Zip Co (ASX: Z1P)
Welcome to the Equity Mates Summer Series of 202 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In each episode we unpack: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the …
EM Chat: Bold Predictions – Who Came Out On Top?
Well, we made it to the end of 2020! What a crazy year! When we did our bold predictions back in January, if you’d told us we would see the fastest crash and then the fastest recovery in history, we’d have laughed you out of the room. But here we are. In this episode, we go through our bold predictions …
Broker Basics w/ Superhero
The most common question we are asked is ‘what broker should I use?“ So, we’ve teamed up with Superhero to help answer this question, once and for all! Broker Basics with Superhero is a 3-part series, with questions crowdsourced from the Equity Mates Community. We’ll be covering: Fundamentals of Brokers Choosing the right broker for you Making a trade and …
EM Portfolio: Yearly Wrap For The Equity Mates Portfolio
It’s been 6 months since we launched the Equity Mates portfolio, so as we draw closer to the end of 2020 we wanted to review where it’s at. In this episode, we take a look at the core portfolio, its performance, and review the current ETF structure. We also go through the winners and losers of the satellite portfolio, discuss …
Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International
Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management. Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US. She worked at Lehman Brothers, Coatue Management and was Head of Asia …
Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds
This episode is a ‘must-listen’. Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and Tyro Payments. He has significant experience in developing fast-growing software and FinTech businesses. Along with co-founders Tom Cowan and Ben Gisz, Hamish has overseen TDM’s incredible track record, delivering 20%+ returns over the past 15 …
EM Chat: The Process Of Taking Plenti Through An IPO
In 2020 we’ve focussed on the Initial Public Offering process, and have spoken with a few CEOs and founders who have gone through the process with their company. Recently you may have noticed our friends at Plenti (formally RateSetter) not only did a brand change, but they also listed on the ASX. We brought in Ben Milsom (Chief Commercial Officer) …
EM Chat: Steven Mabb & The Australian Shareholders Association
Steven is a director of the Australian Shareholders Association, a not for profit member based organisation, helping educate retail shareholders and advocate for them with listed companies and regulators. Prior to becoming a director of the ASA, Steven was a successful entrepreneur launching and scaling a footwear brand Vionic Group before being acquired in 2018. In this episode we discuss: …
Expert Investor: Paul Wilson – Finding Opportunities In Australian Technology
We last spoke with Paul in 2019, when COVID wasn’t around, and the Australian technology sector was really picking up pace. We asked him back on the show because we wanted to know how he’d managed COVID, and what further investment opportunities it has presented Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private …
Expert Investor: John Winters – Disrupting traditional brokers at Superhero
There’s been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian stocks and free trades for Australian ETFs, putting the more-expensive traditional brokers on notice. At Equity Mates, one of our official policies is ‘we hate fees’, so we love any company working to make markets cheaper and …
Expert Investor: Jess Amir – Lessons From 2020 & The Outlook For 2021
It was great to have Jess Amir back on the show. Jess is a Market Analyst at Bell Direct. We had Jess on in June 2020, and we invited her back to review her bold predictions, to share some lessons from 2020, and to provide us with some thoughts on what is to come in 2021. in this episode, we …
EM Portfolio: November Stock Pitches & Portfolio Update
It’s time for our November investment committee meeting, and what an episode we have. Once a month, we take everything we’ve learnt on the podcast and try and apply it to a hypothetical portfolio. Remember, we aren’t experts and we are not giving advice. We just wanted to have a bit of fun and make our journey of investing public. …
Expert Investor: David Prescott & Jack Trengove – Can value investing make a come back?
Value investing is going through a rough time at the moment. Not since the heady days of the late 1990’s has value so underperformed growth as an investment strategy. To discuss everything value investing we spoke to Lanyon Asset Management’s David Prescott and Jack Trengove. David is the founder and Managing Director of Lanyon. He has over 18 years funds …
Industry Deep Dive: Cloud 10
When Natalie Piucco reached out to us and pitched a deep dive on the Cloud industry, we couldn’t resist. Natalie is a Cloud Technologist, and Equity Mates community member, and works at Google. The Cloud industry is growing at a phenomenal rate, and is one that we were keen to understand more about, given the opportunities it presents to investors. …
Expert Investor: Nick Griffin – Finding High Growth Companies
Nick Griffin is the founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Has has extensive experience, and has been managing global long / short equity mandates for over 12 years. We were honoured to chat with …
EM Chat: Exciting News For Equity Mates!
After 300+ episodes and almost 4 years of Equity Mates, we’re super excited to be able to say we’re now going full-time! Firstly, a HUGE thank you to the Equity Mates community for the continued support. Without it, we wouldn’t be able to take this opportunity. Our mission at Equity Mates is to make the markets accessible for the everyday …
Expert Investor: Tom Piotrowski – Key Investing Lessons From Years In The Markets
Tom is a Market Analyst at CommSec, and a cult figure in the finance space, and we loved chatting to him. In this episode we cover: Key pillars to building an investment portfolio Common misconceptions beginners have about the sharemarket Biggest lessons from COVID Lessons from his conversations with some of Australia’s best CEO’s in his Executive Series Plus much …
Meet the Investor: Hamish Douglass on US Election, COVID and Magellan Portfolio
Hamish Douglass and Magellan Financial Group are having a moment. With strong returns and $100 billion in funds under management, there may be no fund manager more in demand than Douglass. Aside from Warren Buffett and Charlie Munger, Douglass may be the most requested fund manager from the Equity Mates community. While we are yet to get Douglass on the …
Expert Investor: Rudi Filapek-Vandyck – Finding truly great, long-term businesses
We love innovators, and we love people that challenge the status quo. That’s why we had such a good time chatting to Rudi Filapek-Vandyck. Rudi is founder and editor of FNArena – a site with some of the best research on Australian companies you’ll find. Editor Rudi founded FNArena in June 2002, having successfully built up an online financial news …
Expert Investor: Rory Lucas – Investing with Purpose
Happy 300th episode Equity Mates! We’ve got a special episode for you to mark this awesome milestone. Rory Lucas may have the best job in Australian finance. As the Chief Investment Officer of Hearts & Minds Investments, he is responsible for taking some of the best ideas from the greatest investors in Australia and around the world and managing them …
Deep Dive: Video Game Industry
One industry that has been boosted by the COVID-lockdowns is the video game industry. With hundreds of millions of players around the world and some of the world’s biggest companies looking for ways to get involved, this is a fascinating industry to review. We were joined by a member of the Equity Mates community, Ollie Powell, who took us through …
Portfolio Update | Ask Us Anything | ETF Competition
As usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover: Investing under 18 years old Choosing managed funds Dual listed stocks We also touch on the ETF competition, and go through some of the amazing entries that are coming in, and give you an update …
Expert Investor: Andrew Brown – Finding Opportunities in 2020
2020 has been a strange year for markets. With so much happening and so much uncertainty, we turned to one of our favourite expert investors Andrew Brown to help make sense of it all. Andrew is the Executive Director of East 72, an Australian listed investment company, and is the investor we turn to when we are trying to understand …
Bonus Episode: GYG & The Ambitions Of Going Public
In this episode we continue our exploration of Initial Public Offerings (IPO). In the last bonus episode, we got an in-depth understanding of the IPO process at TDM Growth Partners from one of the co-founders, Tom Cowan. We thought it’d be a great idea for Tom to talk us through a real life example of a company considering an IPO. …
CEO Series: Orni Daniel – Co-CEO of Gefen Technologies on Going Public During COVID
In this episode we were joined by Orni Daniel, the Co-CEO of Israeli Software as a Service (SaaS) business Gefen Technologies. Orni is currently guiding Gefen through the Initial Public Offering (IPO) process, with plans to list on the ASX by the end of 2020. We were particularly interested in how the IPO process has been affected by COVID-19 and …
Bonus Episode: Inside The IPO Process With TDM
As a retail investor, we often don’t get a lot of insight into what goes on behind closed doors when a company goes from being private to public and is listed on the stock exchange. It is critical to get the process right, to set up a company, and its investors, for long-term success. Over the next two episodes, we …
The Journey Of A Millennial Getting Into The Markets – Part 1
Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We’re going to cover the basics, what he can invest in, answers all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K …
EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)
This episode is a little different that usual. During COVID we started an ‘Afternoon Beer Discussions’ series on YouTube. The concept was simple – we’d jump on Zoom and discuss one topic over one beer. It was a chance for us to just chat about a topic that interested us and it was a little more informal that your usual …
Expert Investor: Market & Watchlist Update With Julia Lee
In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to get her views on: her major lessons from the COvID-19 crash any permanent changes she’s seeing as a result of COVID-19 reporting season highs and lows buy now, pay later – …
Expert Investor: Viktor Shvets – Future of humanity and impact on investing
This episode is a big one. Full of big ideas and a lot of thoughts about the future. We were joined by Viktor Shvets, Managing Director & Head of Asia-Pacific and Global Strategy at Macquarie Bank and author of ‘The Great Rupture: Do we need to be free? Three empires, four turning points and the future of humanity’. Viktor has …
Expert Investor: Victoria Devine – Lessons on Personal Finance & Investing
For this episode, we were joined by financial advisor and fellow podcaster Victoria Devine. Victoria is the co-founder of Zella, a financial advice business based in Melbourne, and founder of She’s on the Money, a financial education platform empowering women with the tools and confidence they need to change their financial situations. As an expert on personal finance, Victoria shared …
EM Portfolio: Stock Pitch – Salesforce (CRM)
It’s time for another investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear Bryce’s first stock pitch. Bryce has chosen one of the large software companies over in the States – Salesforce (CRM). For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio …
Expert Investor: Rory Cunningham – Lessons from the 2020 ASX Investor Study
Every year, the ASX survey Australian investors to take the pulse of the Australian investment community. They look at who’s investing, what they’re focusing on and trends that are emerging throughout the investor landscape. The ASX have just released their 2020 study and we were joined by Rory Cunningham to discuss what they found. Rory is the Senior Manager of …
Deep Dive: Cyber Security
In today’s episode we take a look at the fast growing cyber security industry. There’s a lot of reasons to like this industry. With more and more of our infrastructure being electrified, and everything from our jobs to our social lives moving online, cyber security has never been more important. In the coming years, the internet of things will connect …
EM Portfolio: Listener Stock Pitch – Citadel Group
Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week’s episode, we welcome Ben, from University Of Western Australia Student Managed Investment Fund, for the first listener stock pitch! Ben and the team have spent time analysing Citadel Group Ltd (ASX: CGL), so we invited him …
Expert Investor: Lyn Alden – Bitcoin, the US Dollar & The Fed
The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing ‘whatever it takes’ to keep the markets and economy stable, the Fed has printed money at rates never seen before, with much of it ending up in financial markets. To help us understand what the long-term implications of this …
Expert Investor: Owen Raszkiewicz – Software and Small Caps
In today’s interview, we sat down with founder and lead investment analyst at Rask Invest, Owen Raszkiewicz. Owen is an expert in small cap investing and the founder of two successful investing podcasts – The Australian Investors Podcast and The Australian Finance Podcast. In this interview we unpack Owen’s investing philosophy and then go deep on two particular areas of …
EM Portfolio: First Investment Committee Meeting
It’s time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch. To kick it off we discuss a stock that has performed particularly well over the past few years – Magellan Financial Group (ASX: MFG). For more information on …
ASK THE EXPERTS: ETF Q&A Special w/ BetaShares
This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam. The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of …
EM Chat: ASX Reporting Season – Winners & Losers
Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they’ve been going, and in August every year the majority of Australian companies report their full year results. So we’ve taken some of our favourite names and discussed their results on today’s podcast. …
Expert Investor: Nick Cregan – 3 Small Cap Stocks You’ve Never Heard Of
In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps. In this interview we asked Nick to take us through three specific small caps he’s been looking at. Ideally, three we’ve never heard of. He obliged and took …
Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?
2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’ For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, …
EM Chat: US Earnings Season – Winners & Losers
It’s that time of year again, where companies report their performance to their shareholders and the market. Over in the US, companies report every quarter, so we’re seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we’ve just started to see …
Future Expert Investor: Usman Khawaja – Lessons Learned From Investing Right Before COVID-19
This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he’d just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash …
EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay
Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that’s left is for us to finish the components of the core, and decide what to do with Afterpay! In this episode, we: Review current satellite portfolio and decide …
Expert Investor: Christopher Joye – Fixed-Interest Investing & The Importance Of Understanding China
Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments. Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial …
Your Questions: Management, Margins & Fake Meat | Ask Us Anything – July
We’re back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. In this episode we answer questions on: Tax implications of rebalancing your portfolio Investing with COVID uncertainty Participating in share reinvestment plans for international shares The opportunities to invest …
Expert Investor: Emilie O’Neill – The Research Process For ESG Investing
Emilie O’Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ). In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually …
Bonus: Andrew Brown on Afterpay (ASX: APT)
Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months. The company recently released a share purchase plan (aka capital raising) to the market – selling …
EM Portfolio: Building our core portfolio
In today’s episode we continue building our renewed hypothetical portfolio. We are taking a ‘core and satellite’ approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio. In this episode you will learn: The principles of a ‘core and …
Expert Investor: Danielle Ecuyer – A Simple Approach To Share Investing
We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book ‘Shareplicity – A Simple Approach To Share Investing‘, which we found to be a great read. Danielle trained as a share equities analyst in the late 1980s, before relocating to London in the …
EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed
Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines. In this episode we revive the hypothetical portfolio. It’s been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well …
Expert Investor: Matt Leibowitz – What’s Hot, What’s Not In The US Markets
In this episode we sit down with Matt Leibowitz – founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We saw the fastest market drop in history, and have now witnessed the fastest recovery in history as well. We wanted to know what were the stocks that were hot, and the …
Basics: Brokers – Determining what’s right for you
From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way – signing up to a broker. With so many options available these days it can be difficult to know where to start. Even for experienced investors, the industry is constantly changing, making it hard to know if there is a better option …
Expert Investor: Malcolm Turnbull – How The 29th Prime Minister Of Australia Made His Money
It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography ‘A Bigger Picture’, and there were some incredible stories in there about his time in finance before he got into politics. In this episode, we unpack ‘Malcolm the investor’, to get an insight into …
Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything – June
We’re back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. In this episode we answer questions on: Slater + Gordon’s recent performance Thinking about your superannuation during COVID Dividend reinvestment plans Deciding on what broker to use The impact …
Expert Investor: Chris Wheldon – The Thesis Behind Facebook, Visa & Tencent
We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan’s High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies. We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. …
Expert Investor: Jessica Amir – Best & Worst Performing Stocks During COVID-19
In this episode we’re joined by Jessica Amir – a market analyst and presenter at Bell Direct. Prior to joining Bell Direct, Jessica was the Head of News and Content at Finance News Network where she developed detailed research and content on financial markets. Previously, Jessica held roles at Money Management, Prime 7, WIN News, and ABC News. She is …
Expert Investor: Adam Verwey – COVID’s Impact On Sustainability & Superannuation
In this episode, we have a chat with Adam Verwey – co-founder and director of Future Super. Adam started in the ethical investing space with 9 years at Australian Ethical Investment and was a candidate for the greens in the 2013 federal election. He co-founded Future Super in 2014. Adam is passionate about the future of Australia’s climate change …
Expert Investor: Robert Francis – eToro MD talks zero commission US trades
At Equity Mates, we hate fees. This makes us big fans of any company looking to reduce the cost of investing for everyday investors. Which is why we were excited to get the Managing Director of eToro Australia, Robert Francis, on the podcast. Robert has had a long career in finance. Before Robert joined eToro in June, 2017, he worked …
Expert Investor: Yaron Naymark – Deep Dive on an Unconventional Stock
In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital. In this interview we discuss Yaron’s investment philosophy …
Expert Investor: Tobias Carlisle – Value Investing During COVID-19
In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, before making the move to the United States and founding Acquirers Funds LLC. Tobias is also the author of several books on value investing: Quantitative Value, Deep Value, and The Acquirers Multiple. In this episode we unpack …
Expert Investor: Andrew Oskoui – Concentrated Value Investing
In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets. In this interview we explore Andrew’s investment strategy and unpack what …
Expert Investor: Ed Cowan Talks Unconstrained Investing w/ TDM Growth Partners
You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn’t know is that he has a passion for investing and high-performing cultures, and is part of the successful investment team at TDM Growth Partners. TDM Growth Partners are a global investment firm, who invests in fast-growing companies. What was of …
Expert Investor: Understanding Superannuation w/ FairVine Super
It’s no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super, we knew we needed to get them on the show. FairVine is a superannuation fund designed for women. We sat down with Rachel Hamlen, who is the Head Of Customer Experience at FairVine …
Expert Investor: Julia Lee – Mastermind #8
In today’s mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode: Bryce discusses ASX-listed funeral stock InvoCare (ASX: IVC) Julia discusses ASX-listed data centre manager NextDC (ASX: NXT) Alec discusses NYSE-listed home builder Taylor Morrison Home Corp (NYSE: TMHC) Remember, nothing in this podcast is specific …
Expert Investor: Marcus Padley – No Bullsh** Investing
In this week’s expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Marcus founded Marcus Today because of his frustration with the ignorance of everyday investors, which drove him to create his independent stock market research and insights newsletter. In this interview Marcus unpacks the lessons he’s …
Trading Talk: Warren speaks, we listen | Berkshire Highlights
Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting. We’ve pulled out some of the answers that caught our ear and talk about them in this episode. In this episode, you’ll hear Warren speak about: Why he believes in America How coronavirus …
Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio
Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com. Andrew is a very disciplined value investor, with a ton of experience, so we asked …
Deep Dive: Investing In Renewable Energy
In this episode, we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here). So we decided to take a closer look at what else …
Expert Investor: Andrew Brown On Why The Markets And Economy Aren’t Talking
For the third in 2020 we got Andrew Brown – Executive Director of East72 Holdings – back into the studio to help us understand what’s going on in markets since the collapse in March and subsequent rally since. Within the Equity Mates community, there has been a lot of discussion as to why the markets are rallying, yet the underlying …
Basics: All You Need To Know About Inflation
Inflation. It’s a term you’ve most likely heard at some point during your investing journey, and one that you need to understand. Given what is going on at the moment, with governments and central banks printing money, we thought it’s a good time to unpack inflation to understand how it impacts us as investors. In this episode you will …
Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure
Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He’s a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of …
Your Questions: Missing The Boat | Circle Of Competence | Ask Us Anything – April
This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. In this episode we answer questions about: the benefits of buying ‘cheap’ or ‘expensive’ shares where we are in the current market cycle, and if we’ve missed the boat investing for your kids bond yields and face value …
Expert Investor: Jesse Felder – The effect of coronavirus on different assets
Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we …
Expert Investor: Meb Faber on Getting Rich Slow
Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria’s ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog – mebfaber.com We’ve been following a lot of Meb’s writing, and …