Need To Know Bumper Edition: SOHN Hearts & Minds Investor ConferenceCandice and Felicity recap their favourite event of the investing calendar: the SOHN Hearts and Minds Investor Conference. Hearts and Minds Investments Limited (HM1) is a unique Australian listed investment company. HM1's has two objectives; to maximise long-term returns to shareholders by investing in high conviction ideas; and provide vital financial support to leading medical research institutes. The amount to date has exceeded over $30 million towards Australian Medical Research Institutes.
Our Order Pad | CrowdStrike (CRWD:NAS) & PayPal (PYPL:NAS)It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity pitches a leader in the fast-growing cybersecurity industry: CrowdStrike. This company sells a cloud-based platform that protects endpoints on laptops, desktops, the Internet of things, using AI technology to stop breaches. Then Candice talks about PayPal, a pure play in online payments which enables digital and mobile payments on behalf of merchants and consumers, with a killer track record of smashing their growth targets.
3 stocks on Owen's Watchlist | SiteMinder, Australian Ethical Investment & Meta PlatformsEpisode #146 of Equity Mates on AusBiz TV.
29 Nov, 2021
6 high-conviction stocks from the experts for your watchlistYou 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.
Watchlist: Mastermind episode with Julia LeeIt'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? And what interesting ideas are on Julia's watchlist?
30 stocks in 30 minutes for Bryce's 30thThis 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.'
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.
6 Small Caps To Add To Your WatchlistDid 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.
The two companies battling for control of the world's wasteIn 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.
EM Chat: Bull case for A2 Milk & Calling the Specky HotlineThis 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.