Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned. In today’s episode we cover: Michael's investing philosophy How his growth fund rode the high's of 2020 and 2021 and the...
Jul 08, 2024•46 min•Season 9Ep. 75
A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our e...
Jul 07, 2024•39 min•Season 9Ep. 74
Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP). Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders. We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy. In today’s episode we cover: The characte...
Jul 04, 2024•38 min•Season 9Ep. 73
Apparently the saying is “First you buy Nvidia, then you buy Super Micro” But have you heard of Super Micro Computers? In today's episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market. We'll explore the company's history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro's inve...
Jul 03, 2024•37 min•Season 9Ep. 72
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer. Companies discussed in this episode include: VanEck MSCI International Small Cos Quality ETF (ASX QSML) Nasdaq 100 (ASX: NDQ) Betashares Global Cybersecurity ETF (ASX: HACK) GlobalX Physical Gold (ASX: GOLD) VanEck MSCI International Quality ETF (ASX: QUAL) BHP Commonwealth Bank (ASX: CBA) Praemium (ASX:PPS) James Hardie Industries (ASX:...
Jul 01, 2024•24 min•Season 9Ep. 71
It’s been a rollercoaster ride for shareholders of Zip, and now the question becomes, is it back? In today's episode, we take a look at Zip, one of Australia’s leading "Buy Now, Pay Later" (BNPL) companies. Joining us in the second half is Jonathan Higgins, Head of Research at Unified Capital Partners and Co-founder, who provides expert insights into Zip's investment potential and the broader BNPL market. In this episode we cover: The history of the BNPL industry, and Zips part in it Zips recent...
Jun 30, 2024•42 min•Season 9Ep. 70
Today’s guest is Claire Smith, Head of Private Assets Sales, Australia and New Zealand at Schroders (a global active investment manager). Over the last few months we’ve been doing more and more content focussed on private equity. The returns are compelling and the opportunities are interesting. And with fewer and fewer public listings each year, it seems having some exposure to private equity could be a good idea. In this episode I (Bryce) am on the hunt for a private equity manager in my portfo...
Jun 27, 2024•44 min•Season 9Ep. 69
GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it. In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’.... We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights int...
Jun 26, 2024•41 min•Season 9Ep. 68
Our guest today has extensive experience in markets. From public equities at growth asset manager Hyperion, Chairman of agri manager at Packhorse, to now forging a new sector of private equity in Australia. In this interview with Tim Samway, founder and chairman of Scarcity Partners, we unpack his story in markets, and ‘general partner staking’ - a fast-growing sector of the private equity market. In today’s episode we cover: Tim’s investment thesis, and how it’s changed over the years What GP s...
Jun 24, 2024•37 min•Season 9Ep. 67
In today's episode, we explore Audinate, a key player in the audio-visual (AV) industry, from an investment perspective. We unpack the company's history, innovative products, and financial performance. Joining us in the second half is Ben Richards, Investment Analyst at Seneca Financial Solutions, who provides expert insights into Audinate's investment potential and challenges. In today’s episode we cover: Audinate’s mission and target customers Company history Their flagship product - Dante Fin...
Jun 23, 2024•26 min•Season 9Ep. 66
You know Catapult swims in big circles when it’s Patrick Mahomes, Mbappe and Jason Tatum on slide 3 of their H1 results presentation… In today's episode, we explore Catapult, a leading provider of performance tracking and analytics technology in sports. We delve into the company's history, current operations, and future prospects from an investment perspective. Joining us in the second half is Andrew Brown, executive director of East 72, who provides expert insights into Catapult's investment po...
Jun 19, 2024•55 min•Season 9Ep. 65
Life insurance is something most of us have in our superfunds, but I (Bryce) didn’t. So I went through the process of getting life insurance with Phil Thompson, and the results were surprising (compared to the default cover in my superfund). TL;DR - I recommend you take the time to understand your default cover in your super fund and then get a comparison quote from an advisor, because chances are you’ll be underinsured. As you’ll hear in this episode, getting insurance outside of your existing ...
Jun 17, 2024•45 min•Season 9Ep. 64
There’s probably no other company that is continuously as divisive as Tesla. The bulls are raging, and the bears are equally as strong. Will Tesla hit the heights that so many believe is capable of achieving, or will it fall back to the pack of traditional automakers? In today’s episode we look at Tesla’s recent developments, explore the company’s history, products and future prospects. Joining us in the second half is Christopher Tsai, CIO at Tsai Capital, who provides expert insights into Tesl...
Jun 16, 2024•46 min•Season 9Ep. 63
In today's episode, we take a look at DroneShield, a leader in counter-drone technology, and a stock that has captured the attention of the investing community. We explore the company's history, current operations, market potential, and financial performance. Joining us in the second half is Andrew Page, founder of Strawman.com, who provides expert insights into DroneShield's investment potential and challenges. In this episode we cover: The changing nature of warfare Droneshield’s history The t...
Jun 12, 2024•40 min•Season 9Ep. 62
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Lucas Goode of Investor Mutual to discuss 10 stocks that are front of mind for Lucas Companies discussed in this episode include: Nexgen Energy Imdex Austal Readytech Holdings Metals Acquisition Temple & Webster Group Cettire Brainchip Holdings Nextdc Xero GQG Partners —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion...
Jun 10, 2024•25 min•Season 9Ep. 61
Trivia question: Only one of Disney's entries in the 30 highest-grossing films of all time is not a sequel or doesn't have a sequel. Can you guess it? You'll have to listen to find out... In today's episode, we take an in-depth look at Disney from an investment perspective. We explore the company's rich history, current structure, and financial performance. Joining us in the second half is Hatem Dhiab, founding partner at Gerber Kawasaki, who provides expert insights into Disney's investment pot...
Jun 09, 2024•38 min•Season 9Ep. 60
It’s the final episode of our Superannuation series, and today we explore the question of how to know if you’re on track for a secure retirement. We unpack strategies to ensure you're prepared for different stages of life, what to do if you're not on track, and how to navigate the uncertainties of retirement planning. In today’s episode we cover: The great unknown: how much we’ll need in retirement How do you know if you’re on track? What you can do if you’re not on track Where you should be at ...
Jun 06, 2024•34 min•Season 9Ep. 59
Our superannuation series continues, as we try to encourage the many Australians not engaged with their super to start paying attention! In this episode, we sit down with Aidan Geysen, a Senior Manager at Vanguard Super, to discuss the essential toolkit for setting up and managing your superannuation. We cover the basics of choosing the right Super fund, understanding the key criteria to consider, and the resources available to help you make informed decisions. In today’s episode we cover: The i...
Jun 04, 2024•37 min•Season 9Ep. 58
According to a Vanguard study, 1 in 2 working-age Australians have either not made contact in the last 12 months or indeed never made contact at all with their superannuation (this includes just visiting the fund’s website!). This is a big problem, given how important it is to engage with your super as early as possible. In this episode we break down the reasons why you should not be ignoring your super. In today’s episode we cover: Why super is more than a financial product; it’s a means to ach...
Jun 02, 2024•32 min•Season 9Ep. 57
On Friday, Guzman y Gomez announced their intention to list on the ASX. To talk about what next for the Mexican quick service restaurant giant, we jumped into the studio with co-CEOs Steven Marks and Hilton Brett. Here's what we cover in today's episode: The story of Guzman from one store in 2006, to more than 200 stores today Where they see their sustainable competitive advantage Their ambition to reach 1,000 stores in Australia How international expansion to the US, Singapore and Japan has bee...
Jun 01, 2024•1 hr•Season 9Ep. 56
Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. When it comes to strokes, there is a saying: time is brain. During a stroke, blood vessels are blocked and blood carrying essential oxygen cannot make it to brain cells. This lack of oxygen kills 1.9 million brain cells every minute. Sadly, globally, only 35% of patients suffering from an acute stroke arrive at hospital in the c...
May 30, 2024•28 min•Season 9Ep. 55
Housing. It is the biggest conversation in Australia right now and is shaping up as a key battleground for Australia's next federal election. In this episode, we explore some data and consider whether it could be one step towards resolving the housing crisis. Here's what else we cover in today's episode: Luke Laretive returns for Pimp my Portfolio We chat about this month's book club pick: Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy Discuss next month's book clu...
May 29, 2024•42 min•Season 9Ep. 54
If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process. Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her financial advisor, Glen Hare. In this episode we speak to both Emily and Glen about the financial advice process. We go step-by-step from the initial meeting to receiving the statement of advice with an ai...
May 27, 2024•39 min•Season 9Ep. 53
Nvidia's earnings seem to be the biggest ticket in town these days. And their quarterly earnings last week did not disappoint. In business history, we've never seen a company this large grow this quickly. Tune in as we break down some of the wild numbers. Here's what else we cover in today's episode: We introduce a new segment: Mr Beat Up In it, we debate whether a beat up stock has been oversold (and is a good buy) or whether there's more bad news to come We also discuss the weakness in the Jap...
May 26, 2024•37 min•Season 9Ep. 52
Whether you dream of owning a home, are an owner-occupier or a property investor, we all want to know what drives house prices. Today, we sit down with recently crowned Buyers Agent of the Year , Sam Gordon, to understand what he's looking for. Resources discussed: RealEstate.com.au CoreLogic SQM Research —------ Thank you to Australian Property Scout for sponsoring this episode. Their support helps keep all of our content free. —------ Have an investing question? Ask via our website and we'll a...
May 23, 2024•31 min•Season 9Ep. 51
We're back with another industry deep dive, this time on Australia's $241 billion healthcare industry. It is an industry that is almost double Australia's $130 billion grocery sector, but it get's none of the hype. Here's a few more stats on the sheer size of the industry: 1.7m people employed, about 13% total workforce Total healthcare expenditure: About 10.3% of GDP Number of hospitals (both public and private): Over 1,300 Join us as we dive into the industry and look at some of the big listed...
May 22, 2024•44 min•Season 9Ep. 50
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger. Companies discussed in this episode include: ARB Corporation Macquarie Technology Group Alliance Aviation Services Megaport Nick Scali Commonwealth Bank Telix Pharmaceuticals Adobe NovoNordisk Sage Group —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the c...
May 20, 2024•31 min•Season 9Ep. 49
Last week we covered a number of well-known stocks that crashed in 2022 and have since made incredible recoveries. Today we look at the other side of the equation - those companies that haven't yet or may never recover. Here's what else we cover in today's episode: We look at the incredible life (and investment returns) of Jim Simons Adam Dawes returns for another Pimp my Portfolio We consider the role of gold in a portfolio Want to submit your portfolio for Pimp my Portfolio? Submit via our web...
May 19, 2024•31 min•Season 9Ep. 48
This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty of learnings and takeaways from this conversation. Here's what else we cover in today's episode: Catriona's investment philosophy How she thinks about...
May 16, 2024•32 min•Season 9Ep. 47
Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. While we are still (sadly) a few years (decades) away from retirement, we wanted to ask Dylan the common mistakes he sees in his older clients that we can take steps to avoid today. We also wanted to discuss some of the big life milestones to come - settling down with a partner, having kids, navigating the cost of education, preparing for retirement - and h...
May 15, 2024•42 min•Season 7Ep. 46
