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 …
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 …
Industry Deep Dive: Cloud 10
When Natalie Piucco reached out to us and pitched a deep dive on the Cloud industry, we couldn’t resist. Natalie is a Cloud Technologist, and Equity Mates community member, and works at Google. The Cloud industry is growing at a phenomenal rate, and is one that we were keen to understand more about, given the opportunities it presents to investors. …
Deep Dive: Video Game Industry
One industry that has been boosted by the COVID-lockdowns is the video game industry. With hundreds of millions of players around the world and some of the world’s biggest companies looking for ways to get involved, this is a fascinating industry to review. We were joined by a member of the Equity Mates community, Ollie Powell, who took us through …
Deep Dive: Cyber Security
In today’s episode we take a look at the fast growing cyber security industry. There’s a lot of reasons to like this industry. With more and more of our infrastructure being electrified, and everything from our jobs to our social lives moving online, cyber security has never been more important. In the coming years, the internet of things will connect …
Deep Dive: Investing In Renewable Energy
In this episode, we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here). So we decided to take a closer look at what else …
Industry Deep Dive : Pharmaceuticals
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 …
You Got Beef? | Industry Deep Dive : Agricultural Industry
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, …
Is This Industry Taking Off? | Aviation
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 …