In this episode of Equity Mates, Alec is chatting with the impressive Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy. We travel back to the pivotal year of 1983 to uncover what inspired the inception of 13D and how it has become a powerhouse in making stock market predictions. Then we are taking a closer look at some of their most significant predictions over the past four decades, the ones they got right, and even those they missed. Amidst an abundance of financial media pr...
Jul 23, 2023•38 min
The past few years has seen an explosion of interest in ESG and sustainable investing. As a result, more and more fund managers are making sustainable claims. Which also does raise the issue of greenwashing. How are everyday investors meant to assess the claims being made by companies? We sat down with Daniela Jaramillo - Head of Sustainable Investing, Australia at Fidelity. Daniela unpacks how sustainable investing has evolved over the years, how regulators are looking into this space and what ...
Jul 20, 2023•33 min•Season 7Ep. 75
James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interestingly, the Tenebrist portfolio emphasises non-technology businesses like restaurants and gyms as well as overlooked markets like Japan and Poland. After hearing about James' investment philosophy and a bit of background, we focus on two dynamic companies: Jiumaojiu (HKG:9922) and Dino Polska (WSE:DNP). We explore the stories behind these investment...
Jul 19, 2023•46 min•Season 7Ep. 74
In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and Microsoft, there are alternate pathways to consider. One approach involves the 'picks and shovels' method—companies like NVIDIA that provide the tools for AI development. Another strategy is to focus on businesses that leverage AI's capabilities. Ren and Bryce bring in insights from Cathie Wood and Andrew Page, who highlight how Tesla, with its va...
Jul 16, 2023•37 min•Season 7Ep. 73
This was a really eye-opening episode! You know that neither of us are in property (yet) Sam Gordon is the owner and director of Australian Property Scout, an investment Buyers Agency that is on a mission to retire 500 people by 2030. We acknowledge that a lot of Australians are struggling with housing affordability at the moment, so Sam shares his advice on what he'd tell someone like the two of us trying to get into the market, we chat interest rates, and we dig into the pros and cons of rentv...
Jul 13, 2023•54 min•Season 7Ep. 72
We're chatting to Brett Schafer and Ryan Henderson from Arch Capital , a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money podcast . We love that Brett and Ryan are super public about their holdings, which gives us plenty to chat about in this podcast. We’ve chosen three to unpack in more detail. First, the largest holding in the Arch Capital fund - Nelnet (NNI) and as they’ve written “Has this student loan company turned itself into the next Berkshire Hathaway?” Then it'...
Jul 12, 2023•42 min•Season 7Ep. 71
Big announcement from us - we've written a new book! It's coming out on 22 August and you can pre-order now from Amazon or Booktopia . What's the jist? Basically we know money is stressful at the moment, and if you’re investing it can be hard to know if what you’re doing is enough. Keep your ears out for events that'll celebrate the launch, but we look forward to sharing it with you! In this episode, Bryce is taking Henry's advice and searching for the Dogs of FY23, we hear from our community me...
Jul 09, 2023•37 min•Season 7Ep. 70
Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing. Armed with a Bachelor of Commerce from UWA, Ben Wauchope undertook further studies and successfully completed an Advanced Diploma in Financial Planning, Self-Managed Super Funds and Margin Lending. He joins us to answer some questions from the community, and then goes through some practical ways to establish good financial wellbeing - know your why, establish a financial mindset...
Jul 05, 2023•38 min•Season 7Ep. 68
It's almost halfway through the year, so we thought we'd check in on what we decided would happen in 2023 - 6 months ago (feels like a lifetime...) Then we call Andrew Brown to chat about his bold predictions too. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to...
Jul 02, 2023•38 min•Season 7Ep. 67
Today we're joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund ('Fund'), Will Granger. To read more about Airlie Small Companies Fund, read here. The fund seeks to provide long-term capital growth and income through investment in Australian listed small companies. The Fund's portfolio will typically comprise 20-40 investments that Airlie consider to be high-quality businesses. Before Will joins us, we do a deep dive into News Corp - Rupert Murdoch's baby - News Cor...
Jun 29, 2023•38 min•Season 7Ep. 66
Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off podcast Yet Another Value Podcast. He chats about his journey to date in finance, talks about the value of publishing his work publicly, and shares his investment philosophy with us. He also joins us in a game of Biznerdle - and absolutely nails it! While we've got you, we've some EOFY year deals as well: The Rask + Equity Mates collaboration is a m...
Jun 28, 2023•47 min•Season 7Ep. 65
Huge, huge, huge guest appearing on Equity Mates today. Cathie Wood, from Ark Invests, has sat down and done and interview with You're In Good Company, and we have an exclusive preview of the episode to share with you. But listen to the full episode, on You're In Good Company tomorrow morning wherever you get your podcasts. Alec also finishes his homework with his investing coach, Andrew Page - held to account by our community member Donna, who jumped on the phone to ask for a worked example. Wa...
Jun 25, 2023•38 min•Season 7Ep. 64
We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode. We're speaking at the halfway point of 2023 - so we reflect on the state of the markets, a bit about Hamilton's career, and his thoughts on whether this AI hype is going to continue. For more information on J.P. Morgan Asset Management, click here . This episode is sponsored by J.P. Morgan Asset Management. The views, forecasts or opinions expressed here...
Jun 22, 2023•40 min•Season 7Ep. 63
It's an EPIC episode - jam packed! First, if you didn't get the reminder, FinFest is now being postponed until 26 October 2024. This episode, we're chatting to Julian McCormack, because we want to know if this bull market is real (and where do we go from here?) Then Alec brings us more of his time with his coach, sensei, mentor Andrew Page - together they chat about the current markets, the AI hype, Apple's new venture into the vision goggles - and Alec finally cracks the code of the secret WA c...
Jun 21, 2023•1 hr 3 min•Season 7Ep. 62
First up - some regrettable news. We have decided to postpone FinFest until 2024. Last year, we put in a tremendous amount of effort to launch FinFest, and we couldn't have achieved it without your support and the backing of our partners. The current economic climate and cost of living crisis has seen many businesses reduce marketing budgets. As a result, it has become impossible to deliver FinFest 2023 at the scale and quality we desire. We don't want to compromise the experience we created for...
Jun 18, 2023•31 min•Season 7Ep. 61
We were so excited to be joined by Matt Barrie - founder and CEO of Freelancer Limited - for his thoughts on one big topic: the Australian property market. He recently delivered the opening keynote for the Sydney Morning Herald's Sydney 2050 Summit. His talk was titled, ' The Great Australian Scream '. This is an epic conversation - Matt elaborates on all the points he made in his speech, and left us with a lot to think about. Sharesight makes the whole tracking process super straightforward and...
Jun 14, 2023•1 hr 2 min•Season 7Ep. 59
We're back with our Ask An Adviser series - this time joined by Andrew Wilson, Managing Director at Wilson CA . He chats to us about finding those deductions and offsets you could be eligible for this EOF - helping us ensure we claim everything we're legitimately entitled to (especially for anyone working from home!) Then we get into investing - he explains franking credits (and what you need to know before EOFY), the implications if you're receiving income from overseas sources or foreign asset...
Jun 11, 2023•44 min•Season 7Ep. 58
Bryce and Alec are back from the US - Alec has almost recovered from his cold - and they're ready to chat about what's happened in the markets to date in 2023. So much for a tough year... ASX 200 is up 2%, the S&P 500 is up 9% and the best performer is the Nikkei 225 - which is up 20%! We reflect on what our predictions were at the start of the year - looks like we got a couple in the bag, but mostly it was a classic case of recency bias - 2022 was tough, so banks just predicted more of the ...
Jun 07, 2023•52 min•Season 7Ep. 57
It's the last our Equity Mates On Tour series - where we've been taking the USA by storm. Today we're joined by Joey Brookhart from Sandbrook Capital, who walks us through starting a brand new fund, how he decided to make that leap, and then a few examples of his positions. (There's also a Bryce-rant about Sonos, so buckle in for that!) ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to ...
Jun 04, 2023•35 min•Season 7Ep. 56
We met some fantastic investors on the Equity Mates US Tour, and Dominick D'Angelo was no exception. Dominick is a research analyst at O'Keefe Stevens Advisory and an adjunct professor at Nazareth College, where he teaches Introduction to Investments and Investment Analysis. We discussed: What ties Nvidia, Qualcomm, Bank of Ireland, Amgen, and Corning together Advice for students who want to work in the industry The biggest lessons Dominick learned from the 2022 correction His big predictions ar...
May 31, 2023•50 min
The US tour continues, and in this episode we're in New York City! We sat down with Luis Sanchez - just around the corner from Times Square - who is the founder and managing partner of LVS Advisory , an investment firm offering active strategies. We had a fascinating discussion, going deep on GoGo - a leading provider of internet connectivity to business jets in North America. It's big money... In this interview, we discuss: Luis' investment philosophy What makes a great long-term investment The...
May 28, 2023•46 min•Season 7Ep. 54
The Equity Mates US Tour continues, thanks to Milford Asset. In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby, just before the start of the Berkshire Hathaway AGM. We really enjoyed this interview. Jeremy is the founder of Right Tail and focuses on buying undervalued, high-quality businesses through fundamental research. We unpack his investment philosophy and how he develops high conviction for his portfolio of 8-15 stocks. We also discuss where he's se...
May 24, 2023•52 min•Season 7Ep. 53
We're back with another episode of Wealth Builders - looking at the history of Warren Buffet's investments and the lessons we can take from them. Today it's two ideas about creating wealth - letting your companies get to work, and the fact you don't always have to pick a side. ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our websi...
May 21, 2023•26 min•Season 7Ep. 52
It's another in our Wealth Builders series, when we look at Buffet's investing history and what lessons we can learn from it. This episode we're talking about Disney - and Buffet's big mistake! PS. take Bryce's suggestion up and check out our Instagram journey (and watch all our learnings about our USA trip). If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started investing? ...
May 17, 2023•22 min•Season 7Ep. 51
The Equity Mates US Tour heads to New York City! While we were here, the SOHN Investment Conference was on so in this episode we unpack the three keynote presentations and draft 6 of the high-conviction stock picks presented by some of the world's best investors. The Sohn Conference Foundation was founded in 2006 to raise money to support medical research, the development of research equipment, and programs to help children with cancer and other childhood illnesses. Keynote presentations Patrick...
May 14, 2023•45 min•Season 7Ep. 50
Welcome to the first part of our Wealth Builder's series - where we track the lessons we can pick up from Warren Buffet's life and his investing history. Today is all about GEICO. GEICO is Warren’s most well-known and most successful investment, that “changed his life” and allowed him to build Berkshire into the business that it is today. We chat about how it all started! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates co...
May 10, 2023•26 min•Season 7Ep. 49
Live (well, as live as podcasts can be) from Omaha, Nebraska, this is our first takes of Warren Buffett and Charlie Mungers 2023 Berkshire Hathaway annual general meeting. Warren (92 years old) and Charlie (99) held court in from of 45,000 people and answered questions for almost seven hours. This episode is our recap of our favourite moments from the weekend. Our biggest takeaway? While King Charles may have been coronated in London over the weekend, the real King Charlie was in Omaha. ***** If...
May 07, 2023•58 min•Season 7Ep. 48
You would have thought that growing up with Dave Ramsey as your Dad, you’d be on a home run money wise. But Rachel is pretty honest on all her channels about how she’s a natural spender, and that she’s really had to learn how to manage her money, and creating an effective budget has been a key to giving herself a sense of freedom. She currently hosts a Youtube channel called The Rachel Cruze show which she developed as a home blog with herself and a video camera to a channel that employs over 20...
May 03, 2023•36 min•Season 7Ep. 47
We're back with another Coached session! Alec chats to Andrew Page from Strawman , and he's on the hunt for a challenge Andrew set down for him off air last week - can he find this mystery stock? Alec has a name he's going to put to Andrew - but is he any closer? Then they dig into two stocks that Alec has brought to the table: Audinate and Netwealth . If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining o...
Apr 30, 2023•48 min•Season 7Ep. 46
Today, Tony - an analyst at IG - joins us for a discussion on mastering the mind and managing emotions throughout one's investment journey. Over two decades ago, Tony began his study of technical analysis while employed at Macquarie Bank and working at the Sydney Futures Exchange (SFE). This experience ignited his passion for the markets. In 2003, Tony's expertise in market analysis led him to join Goldman Sachs' Proprietary Trading Group. Here, he had the opportunity to learn from some of the i...
Apr 27, 2023•33 min•Season 7Ep. 45
