View Post

Basics: Brokers – Determining what’s right for you

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Malcolm Turnbull – How The 29th Prime Minister Of Australia Made His Money

In by EquityMatesLeave a Comment

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 …

View Post

Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything – June

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Chris Wheldon – The Thesis Behind Facebook, Visa & Tencent

In by EquityMatesLeave a Comment

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. …

View Post

Expert Investor: Adam Verwey – COVID’s Impact On Sustainability & Superannuation

In by EquityMatesLeave a Comment

 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 …

View Post

Expert Investor: Yaron Naymark – Deep Dive on an Unconventional Stock

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Tobias Carlisle – Value Investing During COVID-19

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Andrew Oskoui – Concentrated Value Investing

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Understanding Superannuation w/ FairVine Super

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Julia Lee – Mastermind #8

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Marcus Padley – No Bullsh** Investing

In by EquityMatesLeave a Comment

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 …

View Post

Trading Talk: Warren speaks, we listen | Berkshire Highlights

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio

In by EquityMatesLeave a Comment

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 …

View Post

Deep Dive: Investing In Renewable Energy

In by EquityMatesLeave a Comment

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 …

View Post

Basics: All You Need To Know About Inflation

In by EquityMatesLeave a Comment

 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 …

View Post

Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Jesse Felder – The effect of coronavirus on different assets

In by EquityMatesLeave a Comment

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 …

View Post

Expert Investor: Meb Faber on Getting Rich Slow

In by EquityMatesLeave a Comment

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 …

View Post

Trading Talk: Is this a bull trap?

In by EquityMatesLeave a Comment

2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (637 points). While the market has not fully recovered, there is a sentiment amongst some commentators that ‘the worst is over’. With the economy still in lockdown and the news on coronavirus …

View Post

Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto

In by EquityMatesLeave a Comment

Fred Schebesta is the Co-founder of Finder.com – Australia’s most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brokerage. He was EY Entrepreneur of the Year in 2017, Blockchain Entrepreneur pf the Year 2019 and Business Insider’s 2016 Coolest 100 People in Australian Tech. He also appeared on AFR’s Young Rich List 2019. This was a …

View Post

Expert Investor: Julia Lee – Mastermind #7

In by EquityMatesLeave a Comment

Once a month we are joined by Julia Lee to each pitch a stock or investment idea. Julia is the CIO of Burman Invest and a market veteran with plenty of experience in markets. We draw on this experience and ask Julia what she is thinking about in such a confusing time in the markets. We then get stuck into …

View Post

Expert Investor: David Koch Talks Personal Finance, and Markets in 2020

In by EquityMatesLeave a Comment

David James Koch nicknamed “Kochie” is an Australian television presenter best known as a host of the Seven Network’s breakfast program Sunrise. From Adelaide, he began his media career as a financial journalist, writing for a number of different publications before eventually moving to television. He’s also the Chairman of the Port Adelaide Football Club. While you most likely know …

View Post

EM Chat: Companies We Like With Strong Balance Sheets

In by EquityMatesLeave a Comment

At the time of releasing this, the ASX200 is down 32% from it’s peak in February 2020, and the S&P500 in America is down 24.95%. Within these markets there have been many companies fall much further than that – some more than 70%. It presents a good buying opportunity for those who are fortunate enough to have some cash to …

View Post

Expert Investor: Economic Impact of Coronavirus with David Bassanese

In by EquityMatesLeave a Comment

There is one big topic on everyone’s mind at the moment. The coronavirus is shutting down cities and requiring co-ordinated actions between Government’s and its citizens in a way we haven’t seen previously in our lifetime. Financial markets have lost about one-third of their value, and economists suggest that unemployment could get as high as 1-in-5 people. At this point, …

View Post

Bonus Ep: Searching for Great Companies with Owen Raszkiewicz

In by EquityMatesLeave a Comment

Cooped up inside with time on our hands, we decided to call another one of our Equity Mates – the founder of Rask Invest and fellow finance podcast host, Owen Raszkiewicz. Owen is an expert investor and recently tweeted “I don’t think I’ve ever been as excited by researching and investing in companies as I am right now” (about the …

View Post

Tips & Tricks: Understanding Company Reports

In by EquityMatesLeave a Comment

In these unprecedented times, when a lot of us are at home self-isolated or working from home, there’s never been a better time to get stuck into some stock research. One of the best sources of company information are the reports that companies themselves release to the market. In this episode we unpack some of the key forms of company …

View Post

Expert Investor: Sharesight CEO Doug Morris

In by EquityMatesLeave a Comment

Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you’re ready to look, today’s guest thinks he can show you a better way. We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work …

View Post

Basics: Investing When Life Gets Busy

In by EquityMatesLeave a Comment

One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing. In this episode we go through a number of …

View Post

Market Mayhem – Updates From Our Experts

In by EquityMatesLeave a Comment

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we’re checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) …

View Post

Expert Investor: Pete Matthew – The Main Pillars Of A Long-Term Portfolio

In by EquityMatesLeave a Comment

Pete Matthew is a chartered financial planner in th UK. He’s Managing Director of Jacksons Wealth Management and a titan in the podcast space – hosting Meaningful Money – a podcast, and education platform, to help ‘make sense of your money’. This is an awesome episode – one of our favourite interviews recently, because we verge into the personal finance …

View Post

Expert Investor: Julia Lee – Mastermind #5

In by EquityMatesLeave a Comment

We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it with the group. We also take the opportunity to get Julia’s thoughts on the coronavirus and the effect that they’re having on markets. (Important note: this episode was recorded on 24 February …

View Post

Bonus Ep: Coronavirus – Investing in a Panicked Market

In by EquityMatesLeave a Comment

The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in context, the fall in the American market last week was the fastest since the Global Finance Crisis. So what to do when the market is panicked? When prices are falling? …

View Post

EM Chat: What to Watch For in Reporting Season

In by EquityMates1 Comment

Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at different points every year the business lets its owns (us) know how its going. In America most companies report quarterly (i.e. 4 times per year) and in Australia it is generally every 6 months (i.e. …

View Post

Expert Investor: Paul Wilson – Finding Gems Of Australian Technology

In by EquityMatesLeave a Comment

We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch). …

View Post

EM Chat: Ask Us Anything | February

In by EquityMatesLeave a Comment

  Each month we do an Ask Us Anything episode, where we take some of the top questions from our forum, and answer them on the show, so everyone in our community can benefit. In this episode we answer questions around: What we’re looking for in this earnings season Micro-investing apps How ETF pricing works Diversification vs compounding Investing is …

View Post

Expert Investor: Investing In Companies Of The Future | Chris Wheldon

In by EquityMatesLeave a Comment

In this episode we’re continuing our exploration of some of Australia’s best Listed Investment Companies (LICs). We began the mini-series with Emma Kirk – a key account manager at Magellan – explaining the differences between LICs and LITs. Now, we’re going deeper to explore the portfolios and fund managers of some of these companies. To kick us off, we sat …

View Post

Expert Investor: Mastermind | Picking Stocks W/ Julia Lee

In by EquityMates2 Comments

We’re excited to say that we are back with the first Mastermind episode of 2020. After a short break, we once again sit down with Julia Lee – Chief Investment Officer at Burman Invest – to pitch stocks to each other. Julia is an expert in Australian equities, and this is one of our favourite segments of the show, as …

View Post

EM Chat: Our Stock Of The Year Picks For 2020

In by EquityMatesLeave a Comment

It’s that episode of the year – our Stock Of The Year competition. Each year, we both choose a company, and back it in to outperform the other over the year. With Bryce winning the previous two years, Ren has put in a compelling pick for this year, and will be looking a strong start. Both stock picks fall within …

View Post

Expert Investor: Andrew Brown’s Bold Predictions for 2020

In by EquityMatesLeave a Comment

We’re a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Executive Director of East 72 Holdings, to join us to make some of his own. In this episode learn why Andrew predicts: Australia will be in recession by end of 2020 There will …

View Post

EM Chat: We’re Back For 2020 With Some Bold Predictions

In by EquityMatesLeave a Comment

After a short hiatus over the summer months in Australia, we’re incredibly excited to be returning for the first time in 2020. As always, we kick off the year with our bold predictions for what’s to come – covering the markets, economies, and of course the AFL. Some predictions include: We will see a company with a $2 trillion market …

View Post

Summer Series: Digital Wine Ventures (ASX: DW8)

In by EquityMates1 Comment

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Nearmap (ASX: NEA)

In by EquityMatesLeave a Comment

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Gage Roads Brewing Co (ASX: GRB)

In by EquityMatesLeave a Comment

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Fluence Corporation (ASX: FLC)

In by EquityMatesLeave a Comment

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Volpara Health Technologies (ASX: VHT)

In by EquityMatesLeave a Comment

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Dexus Property Group (ASX: DXS)

In by EquityMatesLeave a Comment

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Appen (ASX: APX)

In by EquityMates1 Comment

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Rectifier Technologies Limited (ASX: RFT)

In by EquityMatesLeave a Comment

We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of …

View Post

Summer Series: Avita Medical Ltd (ASX: AVH)

In by EquityMatesLeave a Comment

In this episode, we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …

View Post

Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

In by EquityMates1 Comment

This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are …

View Post

Expert Investor: Tobias Bucks – Searching the World for Surprising Companies

In by EquityMatesLeave a Comment

In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks – portfolio manager for Ausbil Investment Management’s global small caps fund. In this interview we unpack why Toby prefers small companies and how he analyses potential investments. The best part of this interview was hearing Toby explain some …

View Post

Expert Investor: Chris Judd – Micro Caps from a Major Name

In by EquityMatesLeave a Comment

In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian – Chris Judd. Most Australians will known Chris for his exploits on the football field, ending his career as an all-time legend. Fewer Australians will know Chris for his career post-football. That is what we get into in this conversation. Chris has established himself as …

View Post

Expert Investor: Matt Griffin – Small Caps, Large Returns

In by EquityMatesLeave a Comment

Matt Griffin is the co-portfolio manager for AMP Capital’s Australian Emerging Companies Fund – focused on Australian small cap companies. In this interview we talk about the opportunity that exists in investing in small caps. In this interview we speak about what small caps are and how Matt got interested in investing in them. We discuss his investing process, including …

View Post

Tips & Tricks: Introduction to Valuation

In by EquityMatesLeave a Comment

Valuing a stock – for many people, it is the hardest part of investing. How do you put a specific dollar value on a stock? Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode, we break down what we’ve learned over the past 3 years of this podcast. …

View Post

EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year

In by EquityMatesLeave a Comment

As 2019 is drawing to a close, and the Equity Mates team look to have a break (don’t worry, we’ve got some cracking eps lined up for summer), it’s time to review the all-important 2019 bold predictions that we made at the start of the year. With a beer for each correct prediction on the line, the stakes could not …

View Post

Expert Investor: Paul Benson – Financial Autonomy

In by EquityMatesLeave a Comment

In this episode we’re joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate about helping Australian’s achieve financial independence. This episode is a little different. Rather than a straight interview – we turn the mic’s around and have a broader conversation with Paul. We talk about the goal of …

View Post

Classic Ep: How to avoid being eaten by a lion w/ Meir Statman

In by EquityMatesLeave a Comment

With Ren having to duck off to Fiji last-minute, we didn’t want to risk a dodgy internet feed from his beach-side bungalow. So we’ve dusted off an old, all-time classic episode that we thoroughly enjoyed. It’s an interview with Meir Statman – an expert in behavioural finance. We can’t talk about this stuff enough. Understanding how your emotions work in …

View Post

Classic Episode: Tobias Carlisle – A Strategy to Beat Buffett | Deep Value Investing

In by EquityMatesLeave a Comment

With Ren off in Fiji, we’ve decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. ——–Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias …

View Post

6 Rules Of Investing From Warren Buffett

In by EquityMatesLeave a Comment

Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process. However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what …

View Post

Where Are They Now? | Hypothetical Portfolio Update

In by EquityMatesLeave a Comment

Right back at the beginning of Equity Mates we started a ‘Stock of the Week’ segment and used it as an opportunity to start building a hypothetical portfolio. Now we know paper trading is nothing like the real thing, but the portfolio was designed to help us practice our research process, try new things, and share it with you all! …

View Post

What’s Hot, What’s Not in America with Matt Leibowitz

In by EquityMatesLeave a Comment

Home country bias (where you only buy stocks in your home market) is important for all investors to avoid. Australian investors in particular need to break out of the ASX bubble. The opportunity set is just so much larger overseas (Australia represents ~2% of the global share market). So in this episode we set out to understand what stocks are …

View Post

Investing with Leverage: Increasing your risk and your returns

In by EquityMatesLeave a Comment

One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreement amongst the panel (in particular on investing v trading, and on short-selling) there was general agreement that leverage can be a useful tool for young people investing with a long time horizon. Leverage is …

View Post

Buffett, Banks & Bonds | Ask Us Anything – October

In by EquityMatesLeave a Comment

The last episode of the month, means once again we open up our mailbag and answer your questions! In this episode we answer questions on: Ethical investing apps Investing on crowdfunding platforms NZ Index Funds & ETFs Dollar cost averaging v Investing all at once Value investing Investing in Australian banks Stock screeners & backtesting tools Accessing the bond market …

View Post

Short Selling: Make money while everyone else is losing theirs

In by EquityMatesLeave a Comment

Short selling is the act of betting on the price of an asset to go down. It is very topical in Australia at the moment, with the controversy over short-seller J Capital Research releasing a report about software-company WiseTech Global (ASX: WTC). WiseTech is a market darling in Australia, up over 100% year-to-date, but fell 25% after J Capital released …

View Post

The Best Alternative Sources For Investing Information

In by EquityMatesLeave a Comment

You’ve heard it before – ‘knowledge is power’ – and when it comes to investing, improving your knowledge can be achieved by reading, and reading, and reading. Almost every expert investor we have interviewed has said the best thing  you can do to improve your performance is to read and read widely. We’ve previously spoken about the traditional places we …

View Post

The $8 trillion ETF Provider | Balaji Gopal, Vanguard

In by EquityMatesLeave a Comment

In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strategy at Vanguard Australia. Vanguard has AUD $8 trillion under management, and is one of the largest ETF providers in the world. In this episode, you will learn: What the most challenging aspect of Balaji’s …

View Post

WeWork, Uber & the moment of reckoning in venture capital

In by EquityMatesLeave a Comment

WeWork has been front of mind over the past few weeks. The office space leasing company funded by Softbank’s Vision Fund had expected a $47 billion value at IPO. Instead, the company had to pull its IPO as its expected value dropped to below $20 billion. Days later, the company dismissed the co-founder and CEO Adam Neumann. After pulling the …

View Post

Industry Deep Dive : Pharmaceuticals

In by EquityMatesLeave a Comment

The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities …

View Post

Talking All Things Bonds | Mates Of Equity Mates w/ Knes

In by EquityMatesLeave a Comment

It’s with great excitement that we’ve been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different to the last, with Kip. In this episode, we sit down with a good mate from university, Knes, who is now heavily involved in the bonds industry. Bonds has been an asset …

View Post

New Zealand, Portfolios, Uber & More | Ask Us Anything – September

In by EquityMatesLeave a Comment

We’ve gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them in this episode. How to ask us a question: Ask Us Anything Page Facebook Discussion Group In this episode, we address questions around: What happened to book club What are some of …

View Post

Mastermind #4 | Stock Picking w/ Julia Lee

In by EquityMatesLeave a Comment

As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth …

View Post

What To Do With Your Tax Return | Spend, Save, Invest?

In by EquityMatesLeave a Comment

Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return? Treat yourself? Pay down debts? Invest the whole lot? There are a lot of things you can do with your tax return – some, perhaps, more fruitful than others. In this episode, we talk …

View Post

You Got Beef? | Industry Deep Dive : Agricultural Industry

In by EquityMatesLeave a Comment

Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian Gross Domestic Product. Australia is lucky to be strategically placed in the Asia-Pacific to capitalise on the growing population of the Asian region, and as such, the growing demand for our agricultural products.  You’d think it’d be a no-brainer-investment, …

View Post

India, Asian Tech Giants & European Blue Chips | ETFs of 2019 w/ BetaShares

In by EquityMatesLeave a Comment

If you’re new to the show – welcome. You’ve chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great conversation with the Co-Founder and Head of Strategy and Marketing at BetaShares, Ilan Israelstam. The ETF market continues to grow at pace, and the options between theme-specific and broad-market ETFs are …

View Post

Earnings Season Around the World

In by EquityMatesLeave a Comment

There is a big, wide world of opportunity out there, and one of the biggest mistakes investors can make is to not explore it. This mistake, when an investor only invests in their home market, is known as ‘home country bias’. Think about it this way – Australia is 2% of the total value of the global share market. So …

View Post

Crowdfunding Innovative & Early-Stage Companies | Equitise, Jonny Wilkinson

In by EquityMatesLeave a Comment

We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It’s in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. …

View Post

Ask Us Anything: Stop Loss | Minimum Funds | Recessions & More

In by EquityMatesLeave a Comment

We’ve gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!) How to ask us a question: Ask Us Anything Page Facebook Discussion Group In …

View Post

Cash Flow & Profit | What’s More Important For A Business?

In by EquityMatesLeave a Comment

Cash flow and profit – both are important elements of a healthy, growing business. But don’t get them confused as being the same thing. One of the biggest reasons that many businesses and entrepreneurs go out of business, is because they don’t manage their cash flow. Just because a business is profitable, doesn’t mean it’s got sufficient cash flow to …

View Post

Argentina’s Market Plummets 48%. Why? | Emerging Markets

In by EquityMatesLeave a Comment

On August 12th, 2019, Argentina’s S&P Merval Index (the most important index of the Buenos Aires Stock Exchange), plummeted 48% – the second-largest single-day drop of any stock market since 1950. The Argentine peso also fell 15%. So the question is, why? Investors were spooked by the result of a primary election, and with the economy already struggling, and debt …

View Post

Mastermind 3 | Picking Stocks w/ Julia Lee

In by EquityMatesLeave a Comment

Mastermind has quickly become one of the most popular mini-series of Equity Mates.  And for good reason. We love sitting down with Julia Lee to pitch a stock or trade idea to each. It’s with great excitement that we bring you the 3rd episode in the series! How does it work? Each month, Ren (Alec) & Bryce will come together …

View Post

10 Companies We’ve Noticed This Earnings Season

In by EquityMates1 Comment

Earnings season – that time of the year when public companies report their half year or full year financial results. We’re about halfway through the season at the moment and we’ve seen some very noteworthy reports so far. The most important thing to keep in mind when companies report – don’t get too caught up in the expectations game. Analysts …

View Post

Money Makes the World Go Round – Here’s How | Exchange Rates

In by EquityMatesLeave a Comment

The Australian stock market makes up approx. 3% of the global stock market. Even the US stock market is just over 50% of the global stock market. As such, its important to avoid ‘home country bias’ and expand your investing universe to take advantage of opportunity around the world. Especially today with technology making it easier than ever before to …

View Post

Why Do You Keep Hearing About Central Banks & Interest Rates?

In by EquityMatesLeave a Comment

Unless you’ve been in a submarine, blocked off from worldly communication, it would be pretty fair to assume you’ve heard a lot about central banks and interest rates in the media. Particularly over the past couple of years. We’re going through a period that is arguably quite unprecedented, and the role of the central bank is coming into question – …