Region: North America
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More than the Amazon of South America - Mercado Libre | Summer Series
Today we’re chatting about Mercado Libre with David Halpert from Prince Street Capital!
6 FebruarySponsored by Sharesies
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GeneralStock Story: Advanced Drainage Systems
Munro Partners give an overview of a stock, they believe is a relatively undiscovered climate change champion.26th Oct, 2022
Source: Munro Partners
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![Amazon's Jeff Bezos in economy warning: 'Batten down hatches']()
Amazon's Jeff Bezos in economy warning: 'Batten down hatches'
With economic gloom on the US's horizon, the tech giant's boss points out warning signals. -
![Snap sets off alarm bells in ad-reliant social media sector]()
Social MediaSnap sets off alarm bells in ad-reliant social media sector
Snap Inc shares sank nearly 30% in premarket trading on Friday, after the company's forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising. -
![Stock Story: Constellation Energy]()
GeneralStock Story: Constellation Energy
Munro Partners give an overview of a stock set to benefit from the United States energy transition.20th Oct, 2022
Source: Munro Partners
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![Hedge fund managers paid for stockpicking genius aren't showing much of it]()
GeneralHedge fund managers paid for stockpicking genius aren't showing much of it
This past decade it has been nearly impossible to beat the US index as Apple, Microsoft, Amazon and the rest of big tech have been the best performing stocks. But active managers have always said, when there is a market downturn that is when they’ll earn their fees.17th Oct, 2022
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![From 'Drug War Joe' to 'Dank Brandon': A timeline of Biden and weed]()
GeneralFrom 'Drug War Joe' to 'Dank Brandon': A timeline of Biden and weed
This article takes a look at President Biden’s evolution on the issue of weed legalisation. And it has been an evolution. As Senator, he was a big supporter of the America’s war on drugs and of the Clinton administration’s tough on crime stance in the 1990’s. And now he is the President that is taking the first (albiet small) steps towards the federal legalisation of marijuana.13th Oct, 2022
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What next for crypto? | Brian Armstrong, Co-founder & CEO of Coinbase
Brian Armstrong is the co-founder and CEO of Coinbase. Brian and his co-founder, Fred Ehrsam, founded Coinbase in 2012 as a way for investors to trade Bitcoin and other digital currencies.6 October -
![Nvidia in the valley]()
GeneralNvidia in the valley
Like so many Silicon Valley giants, 2022 has been tough. This article from Stratechery takes a look at how Nvidia got the past couple of quarters so wrong and what is coming next for the company.5th Oct, 2022
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![I wish I was a little bit taller]()
GeneralI wish I was a little bit taller
The surgery sounds painful, both to your legs and your wallet. For $75,000, a surgeon will break both of your femurs, insert adjustable metal nails down the centre, extend these nails one millimetre a day for 90 days, all to add three to six inches (7 to 15 cm) of height. Want to get a few more inches? Doctors can break your tibias and insert nails there as well.30th Sep, 2022
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![A framework for bear market rallies]()
GeneralA framework for bear market rallies
Equity market rallies during periods of overarching market weakness are not uncommon, and there can be multiple rallies in the equity market even during a more prolonged downturn. The four P’s framework can be used to consider if a bear market rally will become a bull market or if the lows will be tested again.29th Sep, 2022
Sponsored by J.P Morgan Asset Management
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![Deep Dive: Databricks v Snowflake]()
GeneralDeep Dive: Databricks v Snowflake
The market for data warehousing and analytics is worth over $215 billion. And growing. This article believes cloud data will see similar market dynamics to cloud computing, with two dominant players like AWS and Azure.29th Sep, 2022
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![Adobe plunge presents an opportunity]()
GeneralAdobe plunge presents an opportunity
This article takes a look at the Adobe-Figma deal and then takes a look at the investment case for Adobe, and asks if there’s value after last week's brutal sell off.27th Sep, 2022
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![Comcast wants to buy Warner Bros Discovery, merge with NBCUniversal]()
GeneralComcast wants to buy Warner Bros Discovery, merge with NBCUniversal
As the streaming business grew, everyone recognised it was unsustainable. When the market fragmented (so much so that the cost of all streaming services combined was higher than cable) it was clear that there had to be some mergers, acquisitions or failures. The market had to rationalise.26th Sep, 2022
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Our 3 big takeaways from earnings season
Bryce, Darcy and Alec join Sascha today and share the 3 biggest takeaways from earnings season so far. There is a new record for the most profitable company in the world, retail is feeling the pinch from inflation and Google still reins supreme.25 August -
![Hyperscaler Q2 Earnings Take-aways]()
GeneralHyperscaler Q2 Earnings Take-aways
This article has taken a look at the recently released second quarter results for the hyperscalers - Amazon, Google, Microsoft and IBM. The first takeaway is that these companies all continue growing their cloud infrastructure businesses. Amazon Web Services reported 33% year-on-year growth, Google Cloud reported 36% and Microsoft Azure leading the charge with 40%.11th Aug, 2022
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![Inside trading: how prisoners in America got into stocks]()
GeneralInside trading: how prisoners in America got into stocks
The last few years has seen an explosion in interest from retail investors. As new platforms bring costs down and allow investors to start with smaller and smaller amounts of money, people that were traditionally locked out of the opportunities in the stock market can now take participate. And this article from The Economist takes a look at one group where interest in the stock market has surged - America’s prisoners.8th Aug, 2022
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![Alphabet 2Q'22 Earnings Update]()
GeneralAlphabet 2Q'22 Earnings Update
This article has taken a look at Alphabet’s (aka Google) results and it gives us a good look at where the search giant is focused.2nd Aug, 2022
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Can you hear their fear? CEOs of growth stocks down more than 40% | Quartr Reporting Season
Growth stocks have taken a hammering in the last few months as the NASDAQ is down 15% from its all time high - but more than this, more than a quarter of the stocks on the exchange are down 60% or more. In this episode, we use Quartr to listen in on the earnings calls, and hear directly from some of the CEOs and leaders of these companies that have fallen from their highs. And we answer the question - who seems concerned, and who doesn't sound worried at all.28 FebruarySponsored by Quartr
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Need to Know | 22 stocks for 2022!
It’s a brand new year, so it’s time for a slightly different format. In this Need to Know episode, Felicity and Candice open the listener mailbag, and answer all the questions you’ve been asking them over the summer break. Then it’s time to get out a notebook, as they run through 22 international stocks for 2022 that they believe have good growth prospects. You’ll have to listen to the episode to hear all 22 though!20 January -
Carbon capture, Google & Facebooks ad duopoly and where are Bryce and Alec investing?
Today Bryce and Alec take another look at what's happening at Woolies, Facebook and Google breaking up the ad duopoly, and the World’s biggest plant to pull CO2 from the air.4 October -
![The billionaire space race | All hype or time to invest? | Space Deep Dive]()
The billionaire space race | All hype or time to invest? | Space Deep Dive
Episode #88 of Equity Mates on AusBiz TV22 Jul, 2021
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EM Chat: US Earnings Season - Winners & Losers
It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment..9 August -
Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets
In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy.9 July -
Trading Talk: What's Happening In Markets & How We Are Investing
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,25 November
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