Watchlist: Technology One (ASX: TNE)

In by Sascha KellyLeave a Comment

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

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Why are the experts buying Costco & Home Depot?

In by Sascha KellyLeave a Comment

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

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

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

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Crypto Week: The Use Cases For Cryptocurrency

In by Sascha KellyLeave a Comment

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

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EM Chat: How We ‘Built’ A Sustainability ETF

In by Sascha KellyLeave a Comment

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

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EM Chat: Industry Deep Dive – Infrastructure

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

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

In by Sascha KellyLeave a Comment

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

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

In by Sascha KellyLeave a Comment

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

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

In by Sascha KellyLeave a Comment

In this episode, Alec brings a ‘What The ?’ to the table for Bryce to puzzle over, and we break down 13Fs… What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and Alec look under the hood (or flip through the pages) of …

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EM Chat: How To Know When To Sell

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Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we discuss the other side of investing – selling.  Knowing when to sell can be difficult. Are you going to miss out further gains? Is the stock going to bounce back? Unfortunately, …

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

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On Valentine’s Day, we’ll be launching our latest podcast, Meet Pay Love. In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and chat to them about the idea and concepts behind the podcast. Focused on the complexities of romance and money, their aim is to create an engaging and safe space to break down gender roles …

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Bonus Episode: Equity Mates Community Bold Predictions

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For this episode we’ve asked you to tell us what your bold predictions for the year to come will be, and didn’t you deliver! We asked you some questions in the Facebook community, and some of you used our new contact form and left us some very entertaining voice messages! If you want to get involved in future shows – …

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EM Chat: Portfolio Kick-Off for 2021

In by Sascha KellyLeave a Comment

Ren doesn’t want to start on a negative note, but he’s not sold on the new intro. Let us know what you think of it at our new contact page. The episode begins with some key points to talk about in the portfolio: Citadel acquisition: $5.70 per share Bryce’s Palantir sneak – up 96% Bitcoin – up 88% Then we …

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EM Chat: Bold predictions for 2021

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Bryce and Ren are back for 2021. And in 2021, it’s a new year, *same* Equity Mates attitude… with a little bit of a twist. Alec says, ‘think Equity Mates with lime’. The guys kick off the episode with a quick rundown of the huge plans in the works for EM, before launching into the old Equity Mates tradition of …

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EM Chat: The Process Of Taking Plenti Through An IPO

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In 2020 we’ve focussed on the Initial Public Offering process, and have spoken with a few CEOs and founders who have gone through the process with their company. Recently you may have noticed our friends at Plenti (formally RateSetter) not only did a brand change, but they also listed on the ASX. We brought in Ben Milsom (Chief Commercial Officer) …

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EM Chat: Steven Mabb & The Australian Shareholders Association

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Steven is a director of the Australian Shareholders Association, a not for profit member based organisation, helping educate retail shareholders and advocate for them with listed companies and regulators. Prior to becoming a director of the ASA, Steven was a successful entrepreneur launching and scaling a footwear brand Vionic Group before being acquired in 2018. In this episode we discuss: …

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EM Chat: Exciting News For Equity Mates!

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After 300+ episodes and almost 4 years of Equity Mates, we’re super excited to be able to say we’re now going full-time! Firstly, a HUGE thank you to the Equity Mates community for the continued support. Without it, we wouldn’t be able to take this opportunity. Our mission at Equity Mates is to make the markets accessible for the everyday …

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

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 2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’ For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, …

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EM Chat: US Earnings Season – Winners & Losers

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It’s that time of year again, where companies report their performance to their shareholders and the market. Over in the US, companies report every quarter, so we’re seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we’ve just started to see …

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EM Chat: Companies We Like With Strong Balance Sheets

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

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EM Chat: Our Stock Of The Year Picks For 2020

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

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

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