We’ve been on a round the world trip the last few weeks, talking about why investing beyond Australia’s borders is a really good idea. Before we boarded the plane home, Alec and Bryce thought it would be good to hear from an expert. So we gave Emma Kirk from Magellan a call, and she agreed to come on the show …
Country Deep Dive: Germany’s export giants | DAX 30
Why deep dive on an industry, when you can deep dive on an entire country? This week, it’s ‘Guten Tag’ to all things Deutschland – or more specifically the DAX30… is a stock market index consisting of the 30 major German blue chip companies trading on the Frankfurt Stock Exchange. Bryce and Alec discover that the German economy is *not* …
Global: Key factors to consider when investing overseas
We’ve talked about the ‘why’, and we’ve talked about the ‘how’, but in this episode we’re going to talk about all the factors you need to consider before hitting the ‘order’ button! Alec and Bryce talk about currency risk (including the dreaded, to hedge or not to hedge question!?), where to find the information you need, and how to think about …
Expert: Lauren Simmons | the youngest female trader in the history of the New York Stock Exchange
Alec and Bryce are joined by Lauren Simmons, the youngest female trader in the history of the NY Stock Exchange. Together they have a conversation about hype investing, the dangers of crypto, trends she’s heard and noticed in fellow millennials who invest, and her new venture as the host of Going Public. At 22 years old, Lauren Simmons shattered glass …
6 high-conviction stocks from the experts for your watchlist
You loved our last episode with two of our favourite picks from our Ausbiz show, that we decided to treat you again! This time we hear from two old friends of the show – Owen Raszkiewicz, the founder of Rask Invest, and Andrew Page, the founder and Managing Director of Strawman.com. If you want to come and work at Equity …
CEO Series: John Winters on seizing the investment opportunity in the US
John is the co-founder and CEO of Superhero, an online broker offering Australian’s the lowest cost access to the Australian market and now the US stock market as well. Before co-founding Superhero, John was a stockbroker and private wealth manager at Shaw & Partners. Pre order the book on Booktopia or Amazon now. If you want to let Alec or …
Global: How do I *actually* invest overseas?
Last episode, we talked about the importance of investing with a global mindset, and why spreading your money all across the globe (metaphorically at least) is a great idea. Since then, it’s been fortuitous timing as Superhero has announced they’ll be trading US Shares, Stake has announced they’ll be adding the ability to trade Australian shares, and Sharesies are offering …
Two massive Australian mergers | Roblox & Tencent updates
We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previous guest, Geoff Wilson, declare WAR on LIC discounts. His Wilson Asset Management Global …
Expert Investor: David Costello – Can Infrastructure Investing be Sustainable? | Magellan Financial Group
David is the portfolio manager of MFG Core Infrastructure Fund (a product that’s been running for institutional investors for 11 years but was only made available to retail investors in December). David joined Magellan in 2015. Prior to working with Magellan, David led EY’s financial modelling practice in Brisbane. Prior to his role with EY, David worked with National Australia …
Global: Why investors today need to think beyond Australia
We’re going Global! Well, Equity Mates is already available everywhere, but this episode is all about why you should set your sights (and put your dollars) into investments beyond Australia’s shores. In today’s chapter we focus on the importance and reasons… why you should get excited about the global opportunities, and the scale of the companies operating overseas! Oh, and …
CEO Series: Angus Muffet – Building Shopback into the ‘Facebook of online shopping’
Angus is the Country Manager of ShopBack, a Singapore-based ecommerce company with more than 25 million members specialising in cashback loyalty programs. When shopping via ShopBack, shoppers receive a percentage of their purchase price back, paid for through affiliate programs by the merchant. Prior to starting at ShopBack in 2018, Angus was the National Sales Director for Groupon. Use the …
Watchlist: Mastermind episode with Julia Lee
It’s the return of the fabulous Julia Lee, who is the CIO of Burman Invest, who once again joins them again on the podcast. It’s for a fan-favourite Mastermind style episode, where all three of them pitch three different stocks. Will Bryce the retail whisperer, keep his trend by picking something in that space? What bizarre unlisted stock will Ren pitch? …
Community: Lucinda Price (Froomes) on trying to make $1m in a year
Today we open our guest mic and welcome a true icon to the Get Started Investing studio – it’s Lucinda Prices, who’s otherwise known (especially on instagram) as Frooomes. Lucinda is super busy, working as a comedian, and busy as the CEO of FROOMESWORLD, an international one-woman business specialising in scripting, producing, presenting and editing original content. For those who …
Expert Investor: Scott Phillips from the Motley Fool on sensible investing and sensationalist advertising
Scott is the Chief Investment Officer at Motley Fool Australia and the advisor of the Motley Fool Share Advisor and portfolio manager of Motley Fool Million Dollar Portfolio and Motley Fool Everlasting Income. Scott has been a member of the Motley Fool since 1998 and an employee for the last 10 years. In today’s episode he talks about his own …
Franking credits, CGT discounts and what is deductible? Charlie Viola answers your tax questions
Charlie Viola 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 personally responsible for over $1.5 billion of funds under management. Charlie has been recognised by Barrons as the #1 adviser in Australia in their 2018 Adviser Rankings, #4 …
Community: Adam from Comedian v Economist on his biggest mistakes
Adam is one half of the smash hit economics podcast, Comedian v Economist. Adam is a stand up comedian, having played shows around Australia and is responsible for the famous Port Adelaide v The Bye YouTube video that we remember watching back at uni. Adam joins Bryce and Alec, and shares a lot about his investment journey, including how he …
Expert Investor: Tim Samway – 25 years searching for disruptive businesses
Tim is the Executive Chairman of Hyperion Asset Management, a $10 billion Australian fund manager investing in the highest quality companies at reasonable valuations. Tim has worked at Hyperion for over 25 years, including as Managing Director from 2012 to 2019. Hyperion has recently won two Fund Manager of the Year awards and the Hyperion Global Growth Companies (Managed Fund) (now …
Industry Deep Dive: Fertility and IVF
This topic was suggested by a member of our EM community. If you want to give us a topic idea, or if you want to let Alec or Bryce know what you think of an episode, contact them here. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our …
Expert Investor: Henry Jennings – 3 sleeper stocks with big upside potential
Henry is a Senior Investment Analyst and Portfolio Manager writing for the last six years in the Marcus Today newsletter. Henry specialises in small and mid-caps although he has a thorough knowledge and understanding of large caps too. Henry also works with the MTIS team to formulate investment strategy and portfolio asset allocation and stock selection. Henry has spent a …
3 stocks that are surprisingly unethical
We recently did a whole episode talking about Woolworths and for heaps of our community that was a surprisingly unethical stock… so we wondered are there any other surprisingly unethical stocks? We look at three companies and then unpack how your ethical lens should influence the investing decisions you make. If you want to let Alec or Bryce know what …
CEO Series: Phil McKenzie – Forget tech… teeth are the new growth story | Pacific Smiles (ASX: PSQ)
Phil is the CEO and Managing Director of Pacific Smiles Group (ASX: PSQ), an Australian dental group operating over 100 dental centres under the Pacific Smile Dental Care and the NIB Dental Care brands, located throughout NSW, Victoria, Queensland and the ACT. Prior to joining Pacific Smiles in 2018, Phil was the driver of Apple’s retail entry into Australia as …
Mistakes: Our worst mistakes and how you can avoid them
Scared of investing because you don’t want to stuff it up? Well, this is the right place to look. We’ve all made mistakes, and WILL make more mistakes as we learn to invest. That’s part of the course! Don’t let the fear of making one stop you from getting started, and if you’re wondering what other mistakes might be lurking …
Woolworths Is Demerging: What Does It Mean?
You might have heard the whispers in the Equity Mates community… Woolworths have merged their drinks businesses – Dans, BWS – with their hospitality business – ALH – to form Endeavour Group. This was completed in February 2020 and Woolworths’ intention was to pursue a separation of Endeavour Group from Woolworths Group. The resulting demerger will create two independent ASX-listed …
Assets: How To Build A Portfolio
In the third chapter of our Asset class(es), Bryce and Alec talk about how they think of different assets in their own portfolios. 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 …
Three fundamental rules of investing with Kyle Macintyre | ASX Week
It’s the final episode in our series celebrating the ASX Investor Day. In case you missed the live sessions held around the country over the past month, we’ve partnered with the ASX to bring you some of the best sessions and experts from the conference. It’s been an epic week, that we’ve absolutely loved hosting. The theme of this episode is …
Fidelity’s 6 favourite emerging market stocks with Anthony Doyle | ASX Week
It’s the fourth instalment of our mini-series celebrating everything ASX Investor Day. In case you missed the live sessions held around the country over the past month, we’ve partnered with the ASX to bring you some of the best sessions and experts from the conference. Today we’re going to cover investing in emerging markets with Anthony Doyle from Fidelity. Anthony is …
4 megatrends that will define the coming decades with Kanish Chugh | ASX Week
Welcome to the third of our episodes celebrating the ASX Investor Day. If you weren’t lucky enough to be there in person, this is where we bring you the best of the live sessions held around the country. Thanks to our partners at the ASX, we speak to some of the best experts who gave the most interesting presentations.Today is …
7 highly disruptive stocks with Alex Pollak | ASX Week
This week is all about the ASX Investor Day and this episode is the second of our special mini-series. If you missed the live sessions held around the country over the past month, then you’re in luck! Equity Mates have partnered with the ASX to bring you some of the best sessions and experts from the conference. The theme of this …
Buy, hold or sell with Adam Dawes | ASX Week
Welcome to ASX week! This week we’re dropping one episode every day, thanks to the ASX Investor Day – who gave us access to their array of incredible presenters to bring you some of the best sessions and experts from the conference. Today we’re joined by Adam Dawes, Senior Investment Advisor of Shaw & Partners, who held a buy, hold and …
Assets: Why Would I Buy Different Assets?
In our second Asset class, Bryce and Alec break down the need for different assets, and how your choice might reflect the stage of investing you’re at. They define the terms, look at some examples, and explore the risks, and then play a game of ‘Who am I’, to help better understand the appeal of different assets for different investors. …
CEO Series: Brian Hartzer – Challenges of Leading Westpac for 6 Years
Brain is an Australian business executive who was the Managing Director and CEO of Westpac from 2014 to 2020. He has recently released a book, The Leadership Star: A Practical Guide to Building Engagement. In this episode he talks specifically about the his key leadership learnings, and personal career perspectives, and answers questions about his time guiding Westpac through the …
Expert Investor: Geoff Wilson Declares WAR
Geoff Wilson AO is the Chairman and Chief Investment Officer at Wilson Asset Management. With over 41 years experience in investment markets, Geoff founded Wilson Asset Management in 1997 and currently oversees 8 Listed Investment Companies (LICs). Geoff has also led the creation of Australia’s first listed philanthropic wealth creation vehicles, Future Generation Australia and Future Generation Global. Some of …
Assets: Welcome to Asset Class!
We continue our chapter series with a deep dive into all your questions about assets! An asset is any resource that can be owned or controlled and has economic value. Everything from your house or your car, to a business’ intellectual property, are assets. Alec and Bryce talk about elements that beginner investors should think about when making investment decisions around …
Expert Investor: Marcus Padley – Chickens don’t make money
Marcus is the founder of Marcus Today, a daily stock market newsletter, and runs an $80 million Australian equities fund. We’ve previously had Marcus on the podcast and his episode ‘No Bullshit Investing’ is one of our most popular. So we’ve got him back on the show for ‘No Bullshit Investing Part II’ to help us unpack current market conditions. …
30 stocks in 30 minutes for Bryce’s 30th
This episode truly is epic. Alec takes a break, and Bryce takes the driver’s seat, as he runs through 30 investments in 30 minutes. (All in celebration of his 30th birthday). As said it’s ‘a wrap up of some of my favourite companies and ideas over the last 5 years of Equity Mates and the journey we have been on.’ …
Expert Investor: David Halpert – Opportunities in Indonesia & India
This episode, Bryce and Alec sit down with David Halpert. He’s been active in capital markets for 30 years, and founded Prince Street Capital in 2001 and is the CIO and Portfolio Manager of the firm. In this chat, we talk about not only David’s personal story with investing, but his thoughts on ‘Digital Decolonisation,’ the way big technology companies …
Watchlist: Julia Lee returns for a Mastermind episode
On today’s Watchlist episode, Bryce and Alec invite Julia Lee from CIO Burman Invest to join them again on the podcast. This time, it’s for a Mastermind style episode, where all three of them pitch three different stocks that have their attention. Also, at the top of the episode, Bryce mentioned that Equity Mates members get a special rate for …
Community Investor: Alisha Aitken-Radburn
In this episode, Bryce and Alec are joined by one of our community members – Alisha Aitken-Radburn. Maybe recognised by some of you as a former contestant on some of our favourite reality television shows (we’re looking at you Bachelor and Bachelor in Paradise) Alisha also has a background working in politics, and is a stake holder engagement and strategic …
Industry Deep Dive: Clothing Industry
In today’s episode, Alec and Ren take a look at the clothing industry, (not within Ren’s circle of competence) but a fascinating industry all the same. The world consumes five times the amount of clothing it did twenty years ago, and approximately 80 billion new pieces of clothing are produced every single year. In Australia, the market size alone is …
Expert Investor: Mary Manning – Why Asia Is Too Big To Ignore
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 …
Expert Investor: Bill Browder – Putin’s #1 Enemy
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 …
Investing Styles: How Equity Mates Invest
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)
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 …
CEO Series: Larry Diamond of Zip (ASX: Z1P)
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 …
Expert Investor: Ben Gisz – Building a Portfolio in Today’s Market Conditions
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 …
Investing Styles: Who Am I? Find what works for you
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 …
Why are the experts buying Costco & Home Depot?
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 …
CEO Series: Lindsay Partridge AM – 45 Years Of Dividend Growth
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 …
Investing Styles: Are You Passive Or Are You Active?
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 …
Can Australia Be The Saudi Arabia Of Renewables?
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 …
6 Small Caps To Add To Your Watchlist
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 …
Melissa Browne – How to Unf*ck Your Finances
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 & …
The two companies battling for control of the world’s waste
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 …
Can You Invest While In Debt?
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 …
Expert Investor: Angie Ellis – 8020 Invest
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 …
EM Chat: Asset Bubbles – Is Everything In A Bubble?
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 …
Crypto Week: Understanding Crypto 101
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 …
Crypto Week: CEO Series – Blake Cassidy – The Next Evolution Of Crypto Investing
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 …
Crypto Week: Alex Saunders – Understanding The Basics Of Crypto
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 …
Crypto Week: The Use Cases For Cryptocurrency
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 …
CEO Series: Matt Leibowitz – Building Stake
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. …
Rohan’s Back! The Millennial Journey Continues…
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 …
EM Chat: How We ‘Built’ A Sustainability ETF
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 …
Expert Investor: Tom Millner – Contact Asset Management – 5 steps to find a quality company
Tom Millner is a Director and Portfolio Manager at Contact Asset Management. Tom has 17 years experience in markets, was CEO of BKI Investment Company between 2008 and 2016. In that time he grew total assets from $440m to $1 billion. As well as his work at Contact Asset Management, Tom is also a director of Washington H Soul Pattinson …
GSI meets Tash Invests: unpacking how she plans to be financially independent by 35…
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 …
EM Chat: Industry Deep Dive – Infrastructure
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 …
EM Chat: Bull case for A2 Milk & Calling the Specky Hotline
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. …
CEO Series – Brian Ward – CEO Aroa
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 …
Expert Investor: Michael Frazis – Frazis Capital Partners
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 …
EM Chat with Nick Griffin: Why did he divest from Facebook?
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 …
Expert Investor: Hamish Douglass – Magellan Financial Group
In this episode, Alec and Bryce are joined by Hamish Douglass – the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group, a fund manager he co-founded with Chris Mackay in 2006. Hamish is (in our opinion) the best investor in Australia today and amongst everything else is a fellow podcaster, hosting Magellan’s In The Know podcast. ***** Make …
EM Chat: What stocks are Buffett, Ackman and Soros buying?
In this episode, Alec brings a ‘What The ?’ to the table for Bryce to puzzle over, and we break down 13Fs… What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and Alec look under the hood (or flip through the pages) of …
Expert investor: Charlie Viola – Financial Advisor responsible for $1.5 billion
Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s is personally responsible for over $1.5 billion of funds. His expertise and client outcomes was recognised by Barrons when he received the accolade of the No. 1 Adviser in …
EM Chat: How To Know When To Sell
Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we discuss the other side of investing – selling. Knowing when to sell can be difficult. Are you going to miss out further gains? Is the stock going to bounce back? Unfortunately, …
Bonus Episode: Meet Pay Love – meet the hosts of our newest podcast!
On Valentine’s Day, we’ll be launching our latest podcast, Meet Pay Love. In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and chat to them about the idea and concepts behind the podcast. Focused on the complexities of romance and money, their aim is to create an engaging and safe space to break down gender roles …
Expert Investor: Emma Fisher – Finding Great Australian Companies
In today’s expert chat, we sit down with Emma Fisher, who’s a Portfolio Manager and Head of Research at Airlie Funds Management. She co-manages the Airlie Australian Share Fund (ASX: AASF). As always, we’ve got our regular questions, like what she thinks is overrated, what’s underrated, what her first investment is, and her personal investment strategy. We loved this interview, and …
Bonus Episode: Equity Mates Community Bold Predictions
For this episode we’ve asked you to tell us what your bold predictions for the year to come will be, and didn’t you deliver! We asked you some questions in the Facebook community, and some of you used our new contact form and left us some very entertaining voice messages! If you want to get involved in future shows – …
EM Chat: Portfolio Kick-Off for 2021
Ren doesn’t want to start on a negative note, but he’s not sold on the new intro. Let us know what you think of it at our new contact page. 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 …
Expert Investor: Andrew Brown – Bold Predictions
You’ve probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdings, Andrew Brown to join us to make some of his own. Remember, if you want to tell us what you thought of Andrew’s suggestions, get in contact with Equity Mates and hear your voice …
Bonus Episode: Stock Of The Year 2021
It’s time for Bryce and Alec to choose their stock of the year! Will Bryce hold his position as the Retail Whisperer, or will he break out of the bricks and mortar world? Will the Equity Mates community succeed in getting Bryce known Australia-wide as the Retail Whisperer? Will Alec’s stock lose over a quarter of its value? We’ll pitch …
EM Chat: Bold predictions for 2021
Bryce and Ren are back for 2021. And in 2021, it’s a new year, *same* Equity Mates attitude… with a little bit of a twist. Alec says, ‘think Equity Mates with lime’. The guys kick off the episode with a quick rundown of the huge plans in the works for EM, before launching into the old Equity Mates tradition of …
Bonus Episode: Kate Morris – Founder & Director at Adore Beauty
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack. We’ve heard it so many times from all the experts we’ve spoken to – knowing about the management of a company is so important to making an investment decision. Through these conversations, we’re hoping we can help you …
Bonus Episode: Wayne Baskin, Deputy CEO, CTO at Booktopia | Co-Founder of Superhero
As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack. We’ve heard it so many times from all the experts we’ve spoken to – knowing about the management of a company is so important to making an investment decision. Through these conversations, we’re hoping we can help you …
Summer Series: Carsales.com Ltd (ASX: CAR)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Carsales.com Ltd. Carsales.com is an online marketplace, which specializes in automotive, motorcycle and marine classifieds business in Australia. In …
Summer Series: Bravura Solutions (ASX: BVS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Bravura Solutions (ASX: BVS). Bravura Develop technology solutions for some of the world’s leading financial institutions. They’re primarily in …
Summer Series: Treasury Wine Estates Ltd (ASX: TWE)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Treasury Wine Estates Ltd (ASX: TWE). Treasury Wines is an Australian global winemaking and distribution business with headquarters in …
Summer Series: Fortescue Metals Group Ltd (ASX: FMG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Fortescue Metals Group – an Australian iron ore company. Fortescue is the fourth largest iron ore producer in the …
Summer Series: Aroa Biosurgery Ltd (ASX: ARX)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Aroa Biosurgery Ltd. Aroa is a soft tissue regeneration company focused on improving the rate and quality of healing …
Summer Series: Adore Beauty Group Ltd (ASX: ABY)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Adore Beauty Group (ASX: ABY). Adore Beauty is Australia’s number one pure-play online beauty retailer. In each episode we …
Summer Series: NEXTDC Ltd (ASX: NXT)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack NEXTDC Ltd. The company is involved primarily in the development and operation of independent data centres in Australia In …
Summer Series: Booktopia Group Ltd (ASX: BKG)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Booktopia Group. Booktopia is Australia’s largest online book retailer (by market share approx. 6% by value of all book sales …
Summer Series: CSL Limited (ASX: CSL)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack CSL – one of the market darlings on the ASX. CSL Limited is a global specialty biotechnology company that …
Summer Series: Douugh Ltd (ASX: DOU)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Douugh Ltd (ASX: DOU). Douugh is a fintech, looking to disrupt how people manage their money. At the time …
Summer Series: Electro Optic Systems (ASX: EOS)
Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Electro Optic Systems (ASX: EOS). It’s a company whose core business is in operating in defence contracting markets, the …
Summer Series: Zip Co (ASX: Z1P)
Welcome to the Equity Mates Summer Series of 202 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In each episode we unpack: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the …
EM Chat: Bold Predictions – Who Came Out On Top?
Well, we made it to the end of 2020! What a crazy year! When we did our bold predictions back in January, if you’d told us we would see the fastest crash and then the fastest recovery in history, we’d have laughed you out of the room. But here we are. In this episode, we go through our bold predictions …
Broker Basics w/ Superhero
The most common question we are asked is ‘what broker should I use?“ So, we’ve teamed up with Superhero to help answer this question, once and for all! Broker Basics with Superhero is a 3-part series, with questions crowdsourced from the Equity Mates Community. We’ll be covering: Fundamentals of Brokers Choosing the right broker for you Making a trade and …
EM Portfolio: Yearly Wrap For The Equity Mates Portfolio
It’s been 6 months since we launched the Equity Mates portfolio, so as we draw closer to the end of 2020 we wanted to review where it’s at. In this episode, we take a look at the core portfolio, its performance, and review the current ETF structure. We also go through the winners and losers of the satellite portfolio, discuss …
Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International
Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management. Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US. She worked at Lehman Brothers, Coatue Management and was Head of Asia …
Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds
This episode is a ‘must-listen’. Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and Tyro Payments. He has significant experience in developing fast-growing software and FinTech businesses. Along with co-founders Tom Cowan and Ben Gisz, Hamish has overseen TDM’s incredible track record, delivering 20%+ returns over the past 15 …