Series: Summer Series - Company Deep Dives

Bryce and Alec take a deep dive into Resmed, an Australian company dual-listed on the ASX (RMD) and NYSE (RMD). Resmed is a medical company, producing devices for the treatment of sleep apnea, neuromuscular disease, and other respiratory-related conditions. Resmed has a ~55% share of the global obstructive sleep apnea market, making it an incredibly important business.

In the penultimate episode of our summer series, Bryce and Alec discuss Airbnb (NASDAQ:ABNB). This company has hosted over 1 billion total guests through their platform, and is bigger than their 3 largest competitors combined. What started as an idea floated by email between its two founders in 2007, as ‘a way to make a few bucks…” is now one of the leading disruptors of the shared economy in 2022.

We think Calix has the best tagline of all companies, ‘Because Mars is for quitters.’ Calix provides industrial solutions to address global sustainability challenges, and has developed a kiln that captures CO2. Despite the stock being up around 500% in the last 12 months, the Calix journey might just be getting started. Bryce and Alec are joined by Phil Hodgson, the Managing Director and CEO of Calix (ASX: CXL) for a fascinating conversation.

One of the most popular New Year's resolutions is to ‘finally get fit’. In this episode, Bryce and Alec take a look at one of the companies that millions will turn to to do just that, the world’s largest interactive fitness platform - Peloton (NASDAQ:PTON). With a community of more than 6.2 million members, Peloton recently took the fitness world by storm, with a monumental shift to on-demand, at-home workouts during Covid lockdowns. The guys are joined in conversation by Peloton’s Australian Country Manager, Karen Lawson. Karen discusses Peloton’s vision and how they plan to fight off competitors as the at-home fitness industry continues to expand.

Bryce and Alec delve into the company that minted two of Australia’s first tech billionaires, Mike Cannon-Brookes and Scott Farquhar. Atlassian Corporation (NASDAQ:TEAM) is a software company that develops collaboration tools for software engineers and project managers. Described as a “very boring software company” by the New York Times, Atlassian’s success story is the exact opposite. Though they’ve become a regular name in investing conversations over the past few years, it can be hard to describe exactly what Atlassian does… By the end of this episode, you’ll be an expert.

In today’s episode, Bryce and Alec welcome Rob Adams on to the show, the CEO of one of Australia’s largest wealth managers, Perpetual Limited (ASX:PPT). Prior to being appointed CEO of Perpetual in 2018, Rob built a successful career in finance in Europe and Australia, with roles at Colonial First State, First State Investments, Challenge Financial and Janus Henderson. Rob explains the four business divisions of Perpetual and shares the edge he believes they have over the other 3,700 funds on offer to Australian investors.

In this episode Bryce and Alec are joined by Roby Sharon-Zipser, the CEO of Hipages Group (ASX:HPG). Hipages operates in the home improvement industry, and specialises in home improvement advertising services for tradies. The market encompasses services including renovations, repairs and maintenance, new builds and installations. We analyse the business model of Hipages and find out how they have become a go-to destination for the tradie economy.

Happy New Year Equity Mates! In this episode, Bryce and Alec dissect Beyond Meat (NASDAQ:BYND), a company aiming to facilitate the shift from traditional meat to plant-based meat. Based in California, Beyond Meat has partnerships with McDonalds, KFC & PizzaHut to sell their products in over 80 countries worldwide. Their plant-based meals emulate chicken, beef, pork, meatball and sausage. Beyond Meat has attracted several heavyweight investors, including Bill Gates and the former CEO of McDonalds, Don Thompson.

We’ve all spent hours trawling through realestate.com.au dreaming of our perfect home, but what’s the company behind this? The answer is REA Group (ASX:REA), the fourth business we’re analysing in our summer series. REA Group was founded in 1995 and has grown to become the 8th largest online brand in Australia. It has been a market darling of the ASX, delivering an eye-popping return of more than 14,000% since listing. Bryce and Alec are joined by CEO Owen Wilson for a fascinating breakdown of the business and their future plans.

Our summer series of company deep dives continues this week with Bryce and Alec analysing an Australian success story. If you haven’t heard of F45 (NYSE:FXLV), they are a training and fitness community who deliver high-intensity group workouts that run for 45 minutes. Now it’s a globally recognised brand, listed on the New York Stock Exchange in the US, but F45 started with just one studio that opened in the Sydney suburb of Paddington in 2013.

Episode 2 of our summer series is here and if you want to feel the Christmas love, this episode is for you. Bryce and Alec take a deep dive into Match Group (NASDAQ:MTCH), the world’s largest provider of online dating services. Their portfolio of apps includes Tinder, Hinge and Match. Over 40% of relationships in the US now start online, so this is an industry we’d be cupid to ignore.

The Summer break has arrived, but we’re not leaving you in the dark. We’re back for another Summer Series, taking a deep dive into 12 companies across Australia and the US which have been popular with our community. In this episode we are taking a deep dive into BWX Limited (ASX:BWX) and are joined by their CEO Dave Fenlon. BWX Ltd is in the beauty and personal care industry, providing skin, hair and body products in Australia and internationally. Dave talks with Bryce and Alec about their recent acquisition of Go-To and their plan for the business moving forward.

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.

In this episode, we unpack Fortescue Metals Group – an Australian iron ore company. Fortescue is the fourth largest iron ore producer in the world after BHP, Rio Tinto, and Vale

In this episode, we unpack Aroa Biosurgery Ltd. Aroa is a soft tissue regeneration company focused on improving the rate and quality of healing in complex wounds and soft tissue reconstruction.

In this episode, we unpack Adore Beauty Group (ASX: ABY). Adore Beauty is Australia’s number one pure-play online beauty retailer.

In this episode, we chat with Wayne Baskin, Deputy CEO, CTO at Booktopia & Co-Founder of Superhero.

In this episode, we unpack Booktopia Group. Booktopia is Australia’s largest online book retailer (by market share approx. 6% by value of all book sales and 15% online book sales). In addition to books, they also sell eBooks, DVD’s, audiobooks, magazines, maps, calendars, puzzles, stationery, and cards.

In this episode, we chat with Kate Morris – founder & director at Adore Beauty

In this episode, we unpack CSL - one of the market darlings on the ASX. CSL Limited is a global specialty biotechnology company that researches, develops, manufactures, and markets products to treat and prevent serious human medical conditions.

In this episode, we chat with Andy Taylor, the founder and CEO of Douugh.

In this episode, we unpack Douugh Ltd (ASX: DOU). Douugh is a fintech, looking to disrupt how people manage their money.

In this episode, we unpack Electro Optic Systems (ASX: EOS). It's a company whose core business is in operating in defence contracting markets, the space sector and, communications.