Series: Stock Analysis

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.

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? And what interesting ideas are on Julia's watchlist?

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.'

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.

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 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.

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.

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!

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.

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?

In this episode, we unpack Nextdc Ltd. The company is involved primarily in the development and operation of independent data centres in Australia

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 the Bitcoin position, and what's to come in 2020.

As usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover:

Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week's episode, we welcome Ben, from University Of Western Australia Student Managed Investment Fund, for the first listener stock pitch!

It's time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch.

Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that's left is for us to finish the components of the core, and decide what to do with Afterpay!

In today's episode, we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio.

Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines.

In today's mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode:

Right back at the beginning of Equity Mates we started a 'Stock of the Week' segment and used it as an opportunity to start building a hypothetical portfolio.

Earlier this year, we each picked one company to be our 'stock of the year'. With the first quarter of the year past we thought it would be a good time to take stock and see how they're going.

Following on from the last episode, where we discussed three important elements for building an investment portfolio, we deep dive into our own portfolios to compare our strategies and see if they align with our investing goals.

The rules were simple: pick one stock each and the winner is the one whose stock gained the most, in percentage terms, by the end of the year.

We're back from our break and ready for a big 2018! What better way to start the year than to make some bold predictions about the year ahead and put some friendly bets on