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Expert Investor: Mary Manning – Why Asia Is Too Big To Ignore

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On this episode, we talk to Mary Manning. She’s a Portfolio Manager at Ellerston Capital for the Ellerston Asian Growth Fund, Ellerston Asian Investments (ASX:EAI) and the Ellerston India Fund. Prior to joining Ellerston, Mary spent 5 years at Oaktree Capital Management, the famous firm co-founded by Howard Marks. Mary has a MBA from Harvard and a PhD in Economics …

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Expert Investor: Bill Browder – Putin’s #1 Enemy

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Bill is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 was the best performing fund in the world – up 238%! Bill was the driving force behind the Magnitsky Act, a law to punish Russian human rights violators, which was signed into law by President …

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Investing Styles: How Equity Mates Invest

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In the third of our GSI chapters, we start putting the elements together. We’ve spoken about passive and active investing styles, and you can probably identify what kind of investor you are now. We’ve gone through characteristics that define the different styles of active investing, and now we want to pull it all together, to lay out some practical steps …

Watchlist: Technology One (ASX: TNE)

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On today’s episode, we’ve invited members of the Student Managed Investment Fund (SMIF) at The University of Western Australia back on the show to pitch for the community watchlist. Last year we heard from their Chief Investment Officer, Ben, who pitched Citadel on the podcast. SMIF operates a high conviction fund undertaking positions in ASX listed companies following the end to …

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CEO Series: Larry Diamond of Zip (ASX: Z1P)

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It’s the most eagerly anticipated episode of 2021! We sit down for a chat with Larry Diamond – the founder and CEO of one of the ASX’s hottest stocks and one of the most discussed companies in the Equity Mates community, Zip Co (ASX: Z1P). Prior to founding Zip, Larry spent four years at Macquarie Bank and two years at …

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Expert Investor: Ben Gisz – Building a Portfolio in Today’s Market Conditions

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In this episode, Alec and Bryce chat to Ben Gisz, who’s the co-founder of TDM Growth Partners. Ben, along with co-founders Hamish Corlette and Tom Cowan, has grown TDM’s assets under management from $1 million to over $1 billion. Ben is also a non-executive director in Pacific Smiles (ASX: PSQ), one of TDM’s portfolio companies. In this conversation Ben talks …

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Investing Styles: Who Am I? Find what works for you

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This is the second of our three part series on Investing Styles! In Part 1 – we covered what we mean when we discuss ‘investing styles’, and what to weigh up when deciding between active v passive. What we discovered, is that decision is easy – buy and hold market indexes, managed funds or broad thematic ETFs. If you’ve decided …

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Why are the experts buying Costco & Home Depot?

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Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today’s episode, Bryce and Alec talk about two letters they’ve read recently. They’ve chosen one big investor (David Einhorn) and one small (Ensemble Fund), and together they discuss some of the big ideas they’ve gleaned from both. Some of our …

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CEO Series: Lindsay Partridge AM – 45 Years Of Dividend Growth

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Today we have another episode in our CEO series, as Bryce and Alec speak to Brickworks’ (ASX:BKW) CEO & Managing Director, Lindsay Partridge. Lindsay has a background as a ceramic engineer, and is currently one of Australia’s longest-serving public company CEOs. He was appointed CEO of Brickworks Ltd in 1999 and Managing Director in 2000. On the occasion of the …

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Investing Styles: Are You Passive Or Are You Active?

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We loved the narrative arc of our original 12 part series, so we’re going to try and bring that back with GSI. This is the first of our new chapters series, where we’ll be doing chapters of multiple episodes unpacking one key concept. So, the first chapter, is the #1 topic for the Get Started Investing community: what are investing …

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Can Australia Be The Saudi Arabia Of Renewables?

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In today’s episode Bryce and Ren deep dive into the investing potential of the most common chemical in the universe: Hydrogen. In 2019, over 70 million tonnes of hydrogen was used in industrial processing, and the amazing future possibilities of Green hydrogen has a lot of people very excited. Together the guys talk about the different terminology you might have …

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6 Small Caps To Add To Your Watchlist

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Did you know Equity Mates has a TV show? Well, not really, but four times a week, for fifteen minutes, Bryce and Alec host a show on Ausbiz. Every day at 4.15, we break down financial jargon, talk to our favourite experts, and dive into the industries that interest us. In today’s episode, we’ve decided to feature two of our …

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Melissa Browne – How to Unf*ck Your Finances

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Melissa Browne is not only an accountant, ex-financial advisor and entrepreneur, but also a financial wellness advocate, financial coach and occasional therapist, alongside finding work as an educator, speaker, advisor and an owner of multiple businesses. She’s been a multi-award winning serial entrepreneur: as co-founder of The Money Barre, a financial planning firm for Gen X and Y; the co-founder & …

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The two companies battling for control of the world’s waste

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In this episode, Ren presents a company for the community watchlist, a huge French multinational that’s caught in a public dogfight with another rival waste and water management company. In August last year the French company Veolia announced an intention to acquire 29% fellow heavy-hitter, the French based multinational Suez, with the goal to acquire the whole company. Ren walks …

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Can You Invest While In Debt?

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One question we get asked all the time at Equity Mates is, should I be investing if I have a lot of other financial commitments, including debt? In short, our answer is yes. Why and how? We answer that in this podcast. We cover all the questions you should be asking yourself – including the conundrum between paying off debt …

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Expert Investor: Angie Ellis – 8020 Invest

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Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on Twitter or you may have read about her as part of Fairfax Media’s Shares Race, which she has won five times. In this conversation, Angie shares the story of her first investment, how her background as a small business owner has informed her investing …

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EM Chat: Asset Bubbles – Is Everything In A Bubble?

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This episode is all about asset bubbles… because lately it seems like everything is hitting all time highs. The S&P 500, NASDAQ, property prices, gold, and even some non-traditional assets, like Bitcoin, Baseball cards, and NFTs… In this episode we break down exactly why this is happening, and what it means for you – an investor. Some of our favourite …

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Crypto Week: Understanding Crypto 101

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It’s crypto week here at Equity Mates! So we’re swapping equities for blockchain, and breaking down all your questions about the crypto climate. There’s a lot to understand and get your head around – so we’re just unpacking the basics in this episode – the goal is you’ll be able to have a conversation in the pub, break it down …

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Crypto Week: CEO Series – Blake Cassidy – The Next Evolution Of Crypto Investing

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Blake Cassidy is CEO of Bamboo. Bamboo is Australia’s first crypto micro investing app, allowing investors to invest in Bitcoin, Ethereum, Gold and Silver. Blake took over as CEO in November 2020 and is working to scale up Bamboo in Australia and preparing to launch overseas. YouTube links that explain what Bryce was talking about:  From Hope to Insolvency: Has …

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Crypto Week: Alex Saunders – Understanding The Basics Of Crypto

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Alex Saunders has been immersed in cryptocurrency since discovering Bitcoin in 2012. He’s a unique investment style that combines fundamental analysis, technical analysis and market sentiment as key drivers in decision making. Alex’s passion led him to leave his successful career as a head pharmacist in 2017, to found Nugget’s News. Alex is a trusted voice in the Australian crypto …

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Crypto Week: The Use Cases For Cryptocurrency

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This week, it’s a little bit different at Equity Mates… we’re celebrating Crypto Week! It’s a whole week of crypto content, from the basics, to interviews with experts… and we promise to be the only crypto content on the internet that doesn’t ever mention the price. It’s everything you’ve ever wanted to know about this world of blockchain technology. In …

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CEO Series: Matt Leibowitz – Building Stake

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Usually when Matt appears on Equity Mates, he’s talking about stocks in the US. This time though, Bryce and Alec wanted to take a different angle, and explore his entrepreneurial journey building Stake. Matt is very open about the rewards and challenges of growing a start-up, the changing dynamics across the finance industry, and the mayhem of the GameStop saga. …

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Rohan’s Back! The Millennial Journey Continues…

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Rohan’s back! And he sits down with Alec and Bryce to talk about how his investing journey has progressed since he first opened his CommSec Pocket app all those months ago. He answers all the pressing questions: Is he still using CommSec pocket? Has he found any resources to be particularly helpful? Has it changed his mind about investing? Does he have …

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EM Chat: How We ‘Built’ A Sustainability ETF

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Today’s episode is sponsored by Kogi Coffee – kogicoffee.com.au To get 5% off storewide, use the discount code MATES5 Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake, using the code …

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GSI meets Tash Invests: unpacking how she plans to be financially independent by 35…

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Bryce and Alec sit down with Natasha Etschmann – who documents her investing journey on Instagram and TikTok under the handle @tashinvests. At just 23 years old, Tash has built a sizeable portfolio, and wants to prove you don’t need to work in finance to be good with your personal finance! Tash talks about her million dollar investing goal, investing …

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EM Chat: Industry Deep Dive – Infrastructure

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It’s an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today’s chat – Infrastructure – and just what qualifies? To settle it, we looked to Macquarie, who say: “Infrastructure provides essential products or services which are necessary to support economic and social activity… Infrastructure typically has …

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EM Chat: Bull case for A2 Milk & Calling the Specky Hotline

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This is a busy episode! There’s a new ‘What The?’, with the arrival of the SUBZ ETF (The Roundhill Streaming Services & Technology ETF) which is designed to offer investors exposure to the streaming industry. Then our Equity Mates community member Kevin Skafte gets on the line and pitches us A2 Milk, a company that Alec has long been a fan of. …

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CEO Series – Brian Ward – CEO Aroa

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In today’s episode, Alec and Bryce talk to Brian Ward. Brian is the founder and chief executive officer of Aroa, a company of much discussion in the Equity Mates’ Facebook group, and a company that featured in our summer series. Brian has been responsible for leading the Company’s growth from start-up through to becoming a vertically integrated medical device business …

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Expert Investor: Michael Frazis – Frazis Capital Partners

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Here at Equity Mates, we love finding up and coming Australian fund managers that have interesting perspectives and different approaches to markets. In this episode we speak to Michael Frazis, portfolio manager of Frazis Capital Partners, who certainly fits that description. Michael has just come off an incredible year in 2020, beating his benchmark index by more than 100%! In …

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EM Chat with Nick Griffin: Why did he divest from Facebook?

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It’s *the* story of the moment: what’s going on with Facebook, and their battle with news? Alec and Bryce recap what has happened to date with the Facebook saga, and investigate the business side of the dispute, as well as the precedent it sets for the rest of the world. We then chat to Nick Griffin, who’s Chief Investment Officer …

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Expert Investor: Hamish Douglass – Magellan Financial Group

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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 …

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EM Chat: What stocks are Buffett, Ackman and Soros buying?

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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 …

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Expert investor: Charlie Viola – Financial Advisor responsible for $1.5 billion

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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 …

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EM Chat: How To Know When To Sell

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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, …

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Bonus Episode: Meet Pay Love – meet the hosts of our newest podcast!

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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 …

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Expert Investor: Emma Fisher – Finding Great Australian Companies

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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 …

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Bonus Episode: Equity Mates Community Bold Predictions

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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 – …

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EM Chat: Portfolio Kick-Off for 2021

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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. 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 we …

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Expert Investor: Andrew Brown – Bold Predictions

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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 …

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Bonus Episode: Stock Of The Year 2021

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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 …

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EM Chat: Bold predictions for 2021

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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 …

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Bonus Episode: Kate Morris – Founder & Director at Adore Beauty

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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 …

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Summer Series: Carsales.com Ltd (ASX: CAR)

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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 …

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Summer Series: Bravura Solutions (ASX: BVS)

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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 …

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Summer Series: Treasury Wine Estates Ltd (ASX: TWE)

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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 …

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Summer Series: Fortescue Metals Group Ltd (ASX: FMG)

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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 …

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Summer Series: Aroa Biosurgery Ltd (ASX: ARX)

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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 …

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Summer Series: Adore Beauty Group Ltd (ASX: ABY)

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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 …

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Summer Series: NEXTDC Ltd (ASX: NXT)

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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 …

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Summer Series: Booktopia Group Ltd (ASX: BKG)

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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 …

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Summer Series: CSL Limited (ASX: CSL)

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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 …

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Summer Series: Douugh Ltd (ASX: DOU)

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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 …

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Summer Series: Electro Optic Systems (ASX: EOS)

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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 …

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Summer Series: Zip Co (ASX: Z1P)

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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 …

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EM Chat: Bold Predictions – Who Came Out On Top?

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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 …

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Broker Basics w/ Superhero

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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 …

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EM Portfolio: Yearly Wrap For The Equity Mates Portfolio

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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 …

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Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International

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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 …

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Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds

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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 …

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EM Chat: The Process Of Taking Plenti Through An IPO

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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) …

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EM Chat: Steven Mabb & The Australian Shareholders Association

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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: …

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Expert Investor: Paul Wilson – Finding Opportunities In Australian Technology

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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 …

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Expert Investor: John Winters – Disrupting traditional brokers at Superhero

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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 …

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EM Portfolio: November Stock Pitches & Portfolio Update

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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. …

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Expert Investor: David Prescott & Jack Trengove – Can value investing make a come back?

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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 …

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Industry Deep Dive: Cloud 10

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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. …

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Expert Investor: Nick Griffin – Finding High Growth Companies

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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 …

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EM Chat: Exciting News For Equity Mates!

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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 …

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Expert Investor: Tom Piotrowski – Key Investing Lessons From Years In The Markets

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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 …

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Expert Investor: Rory Lucas – Investing with Purpose

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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 …

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Deep Dive: Video Game Industry

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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 …

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Portfolio Update | Ask Us Anything | ETF Competition

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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 …

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Expert Investor: Andrew Brown – Finding Opportunities in 2020

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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 …

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Bonus Episode: GYG & The Ambitions Of Going Public

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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. …

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Bonus Episode: Inside The IPO Process With TDM

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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 …

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The Journey Of A Millennial Getting Into The Markets – Part 1

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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 …

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Expert Investor: Market & Watchlist Update With Julia Lee

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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 – …

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Expert Investor: Victoria Devine – Lessons on Personal Finance & Investing

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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 …

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EM Portfolio: Stock Pitch – Salesforce (CRM)

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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 …

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Expert Investor: Rory Cunningham – Lessons from the 2020 ASX Investor Study

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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 …

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Deep Dive: Cyber Security

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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 …

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EM Portfolio: Listener Stock Pitch – Citadel Group

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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 …

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Expert Investor: Lyn Alden – Bitcoin, the US Dollar & The Fed

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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 …

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Expert Investor: Owen Raszkiewicz – Software and Small Caps

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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 …

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EM Portfolio: First Investment Committee Meeting

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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 …

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ASK THE EXPERTS: ETF Q&A Special w/ BetaShares

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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 …

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EM Chat: ASX Reporting Season – Winners & Losers

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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. …

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Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?

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 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, …

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EM Chat: US Earnings Season – Winners & Losers

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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 …

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EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay

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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 …