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WeWork, Uber & the moment of reckoning in venture capital

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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 …

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Industry Deep Dive : Pharmaceuticals

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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 …

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

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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 …

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

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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 …

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Mastermind #4 | Stock Picking w/ Julia Lee

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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 …

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

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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 …

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You Got Beef? | Industry Deep Dive : Agricultural Industry

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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, …

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

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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 …

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Earnings Season Around the World

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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 …

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

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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. …

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

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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 …

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

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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 …

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

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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 …

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Mastermind 3 | Picking Stocks w/ Julia Lee

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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 …

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10 Companies We’ve Noticed This Earnings Season

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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 …

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

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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 …

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

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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 – …

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Is sugar an ethical investment? | Adam Verwey

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    The first thing you need to understand about ethical investing – it’s a myth that you’re sacrificing returns for morality. In fact, over the last 12 months (so including 2018’s horrific end of the year) the ASX200 is up 8% and the S&P500 is up 3%. In comparison, Betashare’s Global Ethical ETF (ASX: ETHI) is up 12% and …

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Lithium – Powering the Renewable Energy Boom | Industry Deep Dive

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Our long awaited and often requested lithium episode is finally here. Lithium is a key component to batteries for electric cars and renewable energy generation – making it a critical component of the current transformation of our energy grid. This has put lithium miners front and centre of people’s minds and lead to a stock market boom in many lithium …

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China’s New Market, Margin Loans & Questions from International Listeners | Ask Us Anything – July

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  Last episode of the month means it time for our Ask Us Anything episode. We’ve been collecting your questions from social media, our website and email and we answer the best questions here. In this episode we answer questions on: China’s new stock market – STAR Market Raiz’s increased management fee Employee stock options Investing in Asian stocks, particularly …

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Is There Value In A Financial Advisor? | Jodie Hampshire

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Is there value in a financial advisor? We got Jodie Hampshire on to help us find out. Jodie is Managing Director of Russell Investments, Australia – a global asset manager with $400m under management across the world. She is also a member of the firm’s Australia Leadership Team and the Russell Global Council. Russell Investments has just released a new …

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Finding Value In Global Markets | Peter Wilmshurst

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Ever wondered what the day in the life of a portfolio manager looks like? Well in this episode you will find out! We were lucky to grab some time with Peter Wilmshurst, Portfolio Manager at Templeton Global Growth Fund (ASX: TGG).  Templeton Global Growth Fund is a Listed Investment Company (LIC), listing in Australia in 1987, however, they have a …

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Mastermind #2 | Stock Picking w/ Julia Lee

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Mastermind is fast becoming our favourite episode of the month. The feedback from Mastermind #1 has been incredible which is why we’re so excited to continue with the format and bring you Mastermind #2. 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, …

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How To Save And Invest Your Way To Retirement | Chris Reining

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We all dream of retiring early, don’t we? One of our broader goals for investing, at Equity Mates, is to use stocks as a way of removing the need to rely on a pay cheque later in life. However, developing a substantial investment portfolio, that generates enough income for you to retire, can appear quite daunting, and maybe unachievable. Particularly …

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Basics 101: Key Metrics for Different Investing Styles

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One of the most common questions we get asked is “what metrics should I be looking at?” Our unhelpful answer back is often “it depends…”Different investing styles lend themselves to different investing metrics. So in this episode we focus on three major styles of investing – Value, Growth and Momentum – and talk about some key metrics for each style.Keep …

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How Small-Caps Can Give Big Returns | Henry Jennings

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You may have heard of micro-cap, small-cap, mid-cap, large-cap, and mega-cap before. No, it doesn’t refer to sizes of cappuccinos! It refers to the market capitalisation of companies. Many investors choose to specialise in investing in companies of a particular market capitalisation, because companies can have different attributes depending on where they are in their growth cycle. Generally speaking, a …

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Tracking our 2019 Bold Predictions

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New Financial Year seems like a good time to review the predictions we made at the start of the year (also Bryce’s book still hasn’t arrived for our monthly bookclub – thanks Amazon – so we’ve had to delay that). So enjoy listening as we review some of our predictions from 6 months ago. There are some that we can …

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Franking Credits, Diversification & Facebook’s Cryptocurrency | Ask Us Anything – June

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Last episode of the month, means we’re once again answering your questions. In this episode we’re answering questions on: Franking credits Bonds and fixed income products Mergers and acquisitions International diversification and exchange rates Facebook’s new cryptocurrency Libra Intrinsic value Knowing when to sell If you want to ask questions for our next Ask Us Anything episode, reach out to …

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Investing Clean & Green | Ethical, Socially Responsible & Sustainable Investing

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Ethical investing is becoming increasingly popular, and it’s also delivering some great returns. Due to popular demand, we’ve dedicated this episode to explore ethical, socially responsible and sustainable investing. According to the Responsible Investment Association Australasia, “responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection …

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Mastermind #1 | Stock Picking w/ Julia Lee

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Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We’re so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates …

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Inside The Mind Of A Beginner Investor | Mates of Equity Mates

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This episode is a cracker – a must-not-miss! One of the original reasons we started Equity Mates was to track the journey of other beginners, as we all learnt to invest together. We believe there is a huge amount of value in learning from other beginners because we all face the same challenges. While it’s still very important to get …

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Back Your Conviction | Meet The Investor: Paul Moore

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We don’t need to look very far to find some very successful and talented investors in our very own backyard. Many episodes ago we introduced Meet The Investor, with Kerr Neilson – the beginning of a series of episodes introducing you to an Australian investor you may not have heard of. After a hiatus, we’re returning to this format to …

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Free Money! Now that we have your Interest… Rates

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The RBA made history last week. For the first time in nearly three years they moved interest rates. Notably, the moved interests rates down, cutting the cash rate to historic lows – just 1.25%. For context, at the depth of the Global Financial Crisis – rates were 3%. In this episode we go back to basics and explain what the …

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The Dunning–Kruger Effect | Ted Richards

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It wasn’t enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards – a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park. Ted has recently returned form …

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Lessons from a $500 Billion Company | Book Club – May

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First episode of the month means one thing – Equity Mates Book Club. Last month we read Sam Walton’s book Made in America. By telling the story of one of the greatest ever American business people, Made in America tells the story of Walmart. Starting in 1962 with a handful of stores it charts the journey to the giant of …

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S&P500 or ASX200? | Ask Us Anything – May

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As always, the last episode of the month is devoted to answering as many of the questions that have come through from listeners as we possibly can. From Instagram, and Facebook, to our ‘Ask Us Anything’ forum, and old fashioned letters, the questions have been flying in this month. As always, ETFs were a hot topic, as was tax. In …

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Is This Industry Taking Off? | Aviation

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With revenue of $43.5 billion, adding $15 billion to the Australian economy in 2017, the aviation industry is massive and can provide plenty of opportunity for investors. The industry is not just all about the big-name airlines though. It can be broken down into five main subsectors: Domestic commercial aviation International commercial aviation General aviation Air-freight transport Aviation support infrastructure …

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Classic Ep: Why Alan Kohler is Disgusted with Warren Buffett

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For this episode we’re reliving one of our favourite all-time episodes – our interview with Alan Kohler. Released in September 2017 (episode 18 of Equity Mates) we spoke to the ABC Journalist and former editor of the Australian Financial Review about his life, career and thoughts on the market. We’re hoping all of our new Equity Mates enjoy hearing one …

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115. Stocks Affected by the Election Result

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With the Australian Federal Election now in the books, there are a number of CEO’s out there either licking their wounds or celebrating their good fortune. Some of the policies announced by the major parties would’ve had big effects on the fortunes of their companies. A few days before the election we spent some time looking at a few key …

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114. Picking Stocks with Julia Lee

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For this episode we sat down with notable Australian market watcher and equity strategist at Bell Direct, Julia Lee. Julia has worked in Australian markets for the majority of her career and is joining us to give us some insight into the Australian market. We cover off on all the hot topics from the Buy Now, Pay Later sector to …

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113. Warren Speaks, We Listen: Berkshire Hathaway Q&A – Part 2

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Part 2 of our Berkshire Hathaway Annual Meeting special sees Warren Buffett and Charlie Munger answer a range of questions from investments in American Express and Sees Candy to their thoughts on automation and what that will mean for jobs. If you missed Part 1, you can listen here or in your podcast feed. Questions in this Episode: Sees Candy …

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112. Warren Speaks, We Listen: 2019 Berkshire Hathaway Q&A – Part 1

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There were two big celebrations of investing over the weekend. In the Southern Hemisphere – the Equity Mates 100 Episode Party. In the Northern Hemisphere – Berkshire Hathaway’s 2019 Annual Meeting. The Berkshire Annual Meeting (also known as Woodstock for Capitalists) is a celebration of all things Warren Buffett, the 88 year old stock market genius, and his offsider, 95 …

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111. How To Win A Trading Competition | Alan Ng

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Last week we announced the winner of Next Top Trader, and as promised, we sat down to discuss the winning moves with Alan. Alan, 20 years old, did a fantastic job to win the competition in 6 weeks, with over a 30% return. With a focus on day trading and swing trading, Alan had to change his strategy as he …

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110. Book Club: Howard Marks – The Most Important Thing

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First episode of the month means it is time for the Equity Mates book club. This month we are discussing Howard Mark’s classic investing book ‘The Most Important Thing’. Howard Marks is the co-founder of Oaktree Capital Management, a $120 billion fund based in America. Howard is known for his memo’s – a must read for any investor. In this …

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Next Top Trader: We Have A Winner! | New York Awaits

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It is with great excitement that we can now announce the winner of Australia’s Next Top Trader. After a great 6 weeks of trading and investing, there can only be one winner. Our winner had a return of 36% over 6 weeks. That’s 315% annualised. A massive result. To find out what stocks he traded to win the trip to …

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109. Ask Us Anything | March & April

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Now with Australia’s Next Top Trader behind us, it’s time to go back and answer all the questions that have come in over the last 2 months. There have been so many great ones! We’ve endeavoured to answer as many as we can, and will post answers to those that we haven’t, on the forum on our website. In this …

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108. Putting the Super back in Superannuation

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Superannuation – something everyone has and very few people pay attention to. Most people are aware of the importance of making the right Super decisions, but a lot of the time it gets put into the ‘too hard’ basket. In this episode we hope to make things a little bit clearer. We’ve been receiving plenty of questions from listeners (and …

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Next Top Trader: Final Update & Market Recap

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Over the past six weeks, we’ve been watching some of Australia’s best university students battle it out for the title of ‘Australia’s Next Top Trader’. With the competition finished, we’ve recorded this episode to wrap it up and look back on the past 6 weeks. While we’re not ready to announce the competition winner, we can announce the winner of …

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107. Stock of the Year Update

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Earlier this year, we each picked one company to be our ‘stock of the year’. With the first quarter of the year past we thought it would be a good time to take stock and see how they’re going. In this episode you will learn about: The companies Bryce and Alec chose for Stock of the Year Why Alec’s pick …

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Next Top Trader: Week 5 Update | Walk Disney Is Hot!

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As always, we start this week with an episode that recaps the last 5 days of market trading in the US, the jostling of positions on the leaderboard of Next Top Trader, and a review of our portfolios. With Ren maintaining his lead over Bryce, we look at both of the portfolio’s performances and discuss what our strategy is going …

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106. Take a punt on this episode | Casinos

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James Packer’s company Crown Resorts (ASX: CWN) was in the headlines this week after it was revealed that US-based Wynn Resorts (NASDAQ: WYNN) was interested in a takeover. While Wynn are saying they are no longer interested in Crown, it got us here at Equity Mates interested in the Australian gambling industry. So here is our ‘shallow dive’ into the …

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Next Top Trader: Week 4 Update | The Best & Worst Performing Stocks

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Bullish momentum continued this week in the US, with the markets rising again, just like Ren’s position on the leaderboard. With only two weeks to go for the competitors in Australia’s Next Top Trader, it’s getting to crunch time. In this week’s update, we review the week that was in the US, and dive into our portfolios to see who …

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105. Equity Mates Return Home

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After a solid 3 weeks of podcasts for Australia’s Next Top Trader, we’ve now reached the point where we can switch our focus back to the core of Equity Mates – the Aussie market. This episode we go back to our roots, moving away from the US markets for the moment, to discuss what has happened on the markets in …

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Next Top Trader: Market, Stop and Limit | Different Orders

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When placing an order to buy or sell your stocks, you may have noticed there are a few options you can choose from – market order, limit order or a stop order. Each order type has its advantages, and can be used in different situations, depending on what you are trying to achieve. Understanding what these order types mean, and …

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Next Top Trader: How To Know When To Buy & Sell

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Knowing when to buy and sell may be the difference between making a lot of money in this competition, and actually winning the trip to New York. So in this episode we offer some tips & tricks to help you think about the right time to get in or out of a stock. In this episode you will learn: 3 …

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Next Top Trader: Turn Up The Volume!

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No, we’re not talking about the volume of your speakers. We’re talking about the volume of trades. Volume, or the amount of a stock traded each day, is a key metric many investors use to help them make buying and selling decisions. When a stock is in demand, its price tends to go up, as there are more people wanting …

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Next Top Trader: Investing In Market Sectors

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At this point, you’re a week into the competition and hopefully have started to make some money. As we enter Week 2, it is important you understand all the different options out there. So in this episode we break down the major categories companies are divided into on the share market, these are known as ‘sectors’. Hopefully they give you …

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Next Top Trader: Stocks vs ETFs vs LIC

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The investing universe is massive. From individual companies to gold, from real estate to government debt – the options available to investors these days is unprecedented. However, this choice can also cause problems for investors, simply overwhelming them with choice and causing some of the best opportunities to never be found. In this episode, we’re going to help simplify the …

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Next Top Trader: Pardon The Jargon | Company Specifics

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This is the final episode of our short ‘pardon the jargon’ series, and we’re focusing on an individual company level. When analysing an individual company you’ll often come across terms and metrics that are not clear. We’re hoping to make it slightly clearer in this episode today. In this episode you will learn: What the term Market Cap means and …

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Next Top Trader: Pardon The Jargon | Key Trading Terms

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Part 2 of our 3 part Pardon the Jargon series. If you’re a week into the competition and feeling a little unsure of yourself – this is a great place to start. Don’t get put off by the terms you haven’t heard before and are struggling to understand – we’re heard to break them all down. In this episode we’re …

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Next Top Trader: Pardon The Jargon | Understanding The Market

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As a podcast, we hate jargon. We think it is one of the main reasons people never start investing, and we want to help people break through this barrier. So in this episode (and the next couple to come) we’re going to break down some key investing terms that you’ll come across during the competition and in the course of …

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Next Top Trader: Utilising Watchlists & Understanding Your Holdings

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We’ve been receiving a few questions from competitors about using Stake, so we wanted to spend an episode explaining two features. Hopefully this helps you with the competition, and gets you one step closer to New York. If you still have questions about the Stake platform or the competition more generally – hit us up at contact@equitymates.com.au In this episode …

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Next Top Trader: Game Rules

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Night 1 of the competition is done. 29 trading days to go until one lucky competitor is on a flight to New York. If you haven’t made a trade, or haven’t signed up yet, don’t worry. There is no deadline to sign up or trade, it is simply about who can make the most money in the trading period. So …

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Next Top Trader: The Comp Starts & What’s Hot In The Markets w/ Matt

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 Welcome to Australia’s Next Top Trader! You’re quite possibly feeling a bit overwhelmed right now, and very unsure on a lot of things, particularly what on earth you might buy for this competition! Have no fear though, we have some fresh ideas coming your way! To kick-off the competition we have Matt Leibowitz, the co-founder and CEO of Stake, …

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103. Ask Us Anything – February (part 2)

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Due to the number of questions we wanted to answer, we had to split February’s Ask Us Anything over 2 episodes. So here is part 2 – where we answer some of the best questions we’ve received over the last month. In this episode you will learn: What are 3 major things to look out for when selecting a Financial …

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102. Ask Us Anything – February (part 1)

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Last episode of the month means we answer all of your questions. We’ve received so many, that we’re going to split this Ask Us Anything over two eps. So part 1 is out today, part 2 will be out tomorrow. As always, you can ask us any question via email or social media. If we don’t get to answering your …

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101. 8 Companies Under The Microscope | Reporting Season

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It’s that time of year again when the report cards of companies are released to eagerly-waiting investors, for them to scrutinise. We’re talking about Reporting Season. Here in Australia, publicly listed companies are releasing their FY19 Half Year results. For those of you who are new to the markets, there is a requirement that all publicly listed companies report their …

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100. The Queen Of Candlesticks | Louise Bedford

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It’s not often you get to talk to a trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks, but in this episode, we were lucky enough to speak to all of them, at once! Louise Bedford is all of the above, plus a passionate educator, and we sat down on a Saturday morning …

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99. Why We Invest

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Over the past 6 months as more and more Equity Mates have joined us on this journey, we’ve thought it may be time to do a reset episode. To explain how this podcast started and all that we’ve learnt over the past two years. Given we’re about to tick over to episode #100 – we thought this was the perfect …

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98. SugarMumma Canna Campbell & The $1000 Project

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If you haven’t heard of Canna Campbell aka SugarMumma, and creator of the $1000 Project, then this is the perfect opportunity for you to get to know her. Canna is an expert financial planner, who saved over $60,000 in just over two years, without using a cent from her salary. She hustled and hustled, saving $1000 at a time, and …

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97. Titan: The Life of John D. Rockefeller Sr. – Book Club #3

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Another month, another meeting of the Equity Mates Book Club. Over summer we’ve been reading Titan: The Life of John D. Rockefeller Sr by Ron Chernow. Lucky we had two months to read it, because this book was a big one. For those unfamiliar, Rockefeller was the richest man in America in the early-1900’s and goes down as one of …

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96. Ask Us Anything – January 2019 (Part 2)

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After our Christmas break, we had a lot of questions for our Ask Us Anything show. Way too many for one episode. So we’ve split it into two. If you have a question you want answered, jump onto the Ask Us Anything section of our website or hit us up on social media. If you haven’t already, make sure you …

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95. Ask Us Anything – January 2019 (Part 1)

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Last episode of the month means Ask Us Anything – where we answer some of the questions you’ve asked over the past month. Due to our Christmas break, and the number of questions we’ve had, we’re splitting this up into 2 episodes. So this episode is part one, and then on Sunday we’ll be releasing part two. As always if …

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94. Two Stocks of the Year & One Exciting Announcement

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On top of that, we’ve each got our final bold prediction for 2019. In this episode we each pick our Stock of the Year. For those who missed it in 2018, this is where both Bryce and Alec pick a stock to go head-to-head – winner is the stock that has the best percentage performance in 2019. Episodes don’t get …

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93. We’re Back! 2019 Bold Predictions

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We’re back for 2019! After a short Christmas break, we’re ready for a big year and excited for some of the new things we’ve got planned. As is tradition, we used the first episode of the year to make some bold predictions for the year ahead. We’ll also recap our 2018 predictions and see how we went. In this episode …

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Summer Series #3 – GPT Group

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Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we’re back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss …

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Summer Series #2 – Latin Resources (ASX: LRS)

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Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we’re back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss …

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Summer Series #5 – Prime Financial Group

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Welcome to another episode of Equity Mates’ Summer Series. As we take a break over the Christmas period, we’re releasing a series of deep-dive episodes to keep you going until we’re back in the New Year. We’ve randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we …

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Summer Series #4 – Doriemus PLC (ASX: DOR)

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Welcome to another episode of Equity Mates’ Summer Series. As we take a break over the Christmas period, we’re releasing a series of deep-dive episodes to keep you going until we’re back in the New Year. We’ve randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we go …

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Summer Series #1 – Baby Bunting (ASX: BBN)

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Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we’re back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss …

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92. Farewell 2018

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Before we take a break for Christmas and the New Year period, we take some time to tie a few things off and have a final quick discussion on the state of the market. But don’t panic! We will still be releasing episodes over summer. Each week we’re going to deep dive into one random company from the Australian Stock …

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91. Clear Thinking On What’s Happening In Markets | Jesse Felder

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We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business …

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90. Little Book That Still Beats The Market – Book Club #2

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  First episode of the month means the next instalment of the Equity Mates Book Club. We’re pretty excited to talk about this book – an investing classic – The Little Book That (Still) Beats The Market by Joel Greenblatt. Greenblatt has serious bona fides as an investor. Running his fund Gotham Capital between 1985 and 2006, he returned an …

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89. Ask Us Anything – November 2018

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  End of the month can only mean one thing – Equity Mates ask us anything. Once again we’ve collected some of our favourite questions from our website, social media and email and will answer them together on the show. In this episode we answers questions on: Individual stock picking or ETFs Cyber Monday The actual mechanics of how shares …

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88. What’s Happening in Markets & How We Are Investing

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Since we began this podcast in January 2017, global markets have been on an incredible run. 2017 was an uninterrupted climb higher and higher, and aside from one hiccup in February, the first half of 2018 looked much the same. Word on the street was that our podcast was a good luck charm: as long as Bryce was talking, markets …

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87. Understanding Peer-To-Peer Lending | Daniel Foggo, RateSetter

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Knowing what to do with your cash while you’re perhaps saving to invest it in stocks or compiling it to buy the next dip, is sometimes hard. You might also have an emergency fund, or you’re saving for a house. In such a low-interest rate environment, putting your cash in the bank doesn’t really give you the greatest of returns. …

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86. Christmas is coming… and so are two massive IPO’s!

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  Cricket is back on the TV (well sort of, we hear its on Foxtel) and Coles and Woolies have brought out their Christmas lines. That means Christmas is right around the corner. Over summer we’ll be taking a break from our normal Equity Mates schedule and instead will be presenting our ‘Summer Series’. In each episode we’ll be doing …

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85. Okay, So You Want To Start Investing? Basics 101

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85 episodes in, who would have thought?! We’ve learnt a lot over the past 18 months, and the Equity Mates community has grown significantly, along the way. Firstly, a huge thank you to everyone for joining the journey, as we all learn to invest. We wouldn’t be where we are today without you all. Secondly, with many joining the show …

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84. The Buy-And-Hold Cult

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If you haven’t already heard of the ‘buy and hold’ strategy, then this is the episode for you. If you have, then this is certainly the episode for you. For a while now, we’ve discussed the advantages, and disadvantages, of buying stocks with a very long-term focus, as generally speaking, the market does well over time. If you had bought …

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83. Liar’s Poker – Book Club #1

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Welcome to the inaugural Equity Mates Book Club! As we speak to more and more expert investors, we keep hearing the same thing – the importance of reading. So we’ve started our own Equity Mates Book Club so you can join us in reading and discussing some of the best investing books around. Hopefully, it makes the task of learning …