Wondering how we set up our portfolios here at Equity Mates? In this episode we cover how we’re investing for 2024, across both our core and satellite portfolios. We also: Answer a question about deciding what ETF to buy Hear a stock pitch from Luke Larative of Seneca Financial Group Links mentioned: 2024 Community Survey Facebook Discussion Group Get in touch with Luke Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep lear...
Feb 28, 2024•27 min•Season 9Ep. 6
For the first time in 2024, Adam Keily is back on the podcast with his latest Buy or Sell episode. He is joined by Julian McCormack of Platinum Asset Management to go through some of the companies he’s buying and selling. Want to ask a question or join us on the podcast, hit us up via our website . —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Inv...
Feb 26, 2024•30 min•Season 9Ep. 5
Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours. In this episode we want to go beyond Nvidia and have a broader conversation around semiconductors. Including: The best performing stock in the US this year Sam Altman’s $7 trillion plan to reshape the industry Ren’s favourite investment idea in the industry And that’s just the start of this episode. We also: Launch a new seg...
Feb 25, 2024•42 min•Season 9Ep. 4
Earnings season is in full swing and we cover a number of companies that have caught our eye: Commonwealth Bank, A2 Milk, Cochlear, Lionstown, Domino's Pizza, Cettire & more. After that we speak to James from the Equity Mates community who has been keeping a close eye on New Zealand dairy player Synlait Milk. Links mentioned: 2024 Community Survey Video of OpenAI's new text-to-video product Sora Equity Mates Facebook Discussion Group Ben Thompson's thoughts on Apple's Vision Pro (scroll abou...
Feb 21, 2024•29 min•Season 9Ep. 3
Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead. In this episode we hear why Andrew thinks: Parts of the market are starting to look like a bubble Where Elon Musk will be by the end of the year The three areas of the market that Andrew sees opportunity Another professional sports team is likely to list on the share market Why Australian small caps are primed for a big year … and plenty m...
Feb 19, 2024•48 min•Season 9Ep. 2
We’re back for 2024! And we’ve got a lot to catch up on. In this episode we: Cover what happened over the break (both in our lives and in markets) Share our bold predictions for the year ahead Each pick our stock of the year Links mentioned: 2024 Community Survey —------ Want to keep learning? Check out the Rask + Equity Mates investing courses . We’ve worked with the team at Rask Invest to produce two great investing courses: Get Started Investing is a free course that covers ...
Feb 18, 2024•37 min•Season 9Ep. 1
Welcome to the Equity Mates Summer Series, over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. AutoZone, Inc., the leading American retailer in aftermarket automotive parts and accessories, stands as the largest of its kind in the United States. Specialising in auto parts retail with its own private label brands, AutoZone boasts a robust network of 7,140 stores spanning the United States, Mexico, Puerto Rico, Brazil, and ...
Feb 14, 2024•32 min•Season 8Ep. 12
Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Today we're talking about Lowes - not to be confused with Australia's Lowes - this is a hardware giant listed over in the US. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States. As of Oct. 28, 2022, Lowe's and ...
Feb 11, 2024•37 min•Season 8Ep. 11
Correction [02:25]: Mineral Resources has recently noted the total purchase price for the Bald Hill lithium mine will be higher than the $260M referenced in this episode and by the AFR ." Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Mineral Resources Limited (MIN), an Australian company, specialises in diversi...
Feb 07, 2024•44 min•Season 8Ep. 10
We're in the midst of our Summer Series. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. This episode it's Corporate Travel Management Ltd, a travel management company, originated in Australia and has since expanded its operations to include the United States and the United Kingdom. In 2020, the company entered the North American market through the acquisition of Travel & Transport, a TMC based in Omaha. Notably, ...
Feb 04, 2024•35 min•Season 8Ep. 9
This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement. The company operates in three primary sectors: Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia. Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors. Convenience &...
Jan 31, 2024•37 min•Season 8Ep. 8
Altium Limited is an American - Australian multinational software company that provides electronic design automation software to engineers who design printed circuit boards. So if you're unfamiliar, think of a microchip, with all the little wires and transistors on it, this software helps design those. As you can imagine, it's applicable to many, many industries. To break down this company today, we're joined by Jun Bei Liu - Portfolio Manager at Tribeca Investment Partners. The Equity Mates Sum...
Jan 28, 2024•30 min•Season 8Ep. 7
InMode develops, manufacturers, and markets devices harnessing novel radio-frequency (RF) based devices that strives to enable new emerging surgical procedures as well as improve existing treatments. We're joined by Tobias Carlisle, Principal at Acquirers Funds, who helps us explain what InMode does, tells us which metrics matter and which ones don’t, and where the company is trying to build a sustainable competitive advantage. The Equity Mates Summer Series is proudly supported by CommSec, the ...
Jan 24, 2024•32 min•Season 8Ep. 6
Dropsuite Limited, founded in 2011 as Dropmysite, is a Singapore-based software platform specialising in cloud backup, archiving, and recovery services, catering primarily to business continuity and compliance needs of large companies, not personal devices. The company's journey began when founder John Fearon, seeking a backup solution for his business website, raised $300,000 on a Singaporean TV show, leading to the development of services like Dropmymail for email backup and Dropmymobile for s...
Jan 21, 2024•36 min•Season 8Ep. 5
Orora Group, established as Australian Glass Manufacturers in 1949, has evolved into a global leader in packaging manufacturing, distribution, and visual communication solutions. Expanding from its initial focus on glass bottles and jars, Orora diversified into metal cans and plastic containers in the 1960s and 1970s, and later acquired companies like Amcor Limited and Orora Packaging Limited. In 2013, the company rebranded to Orora Limited, reflecting its broadened scope and commitment to innov...
Jan 17, 2024•33 min•Season 8Ep. 4
Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its largest, generating $283.53 billion in revenue, largely driven by Google Ads and YouTube, which accounts for approximately 11% of Google's revenue. Google Cloud, offering a suite of cloud computing services, contributed $26.28 billion to Alphabet's revenue, highlighting its growing presence in the cloud sector. We chat about Alphabet - I m...
Jan 14, 2024•49 min•Season 8Ep. 3
Landstar System, Inc. is revolutionising the American trucking industry by operating as a unique marketplace, connecting a fragmented network of over 50,000 independent truckers with hundreds of thousands of businesses needing freight services. Unlike traditional trucking companies, Landstar does not own trucks; instead, it relies on a decentralised network of 1,200 independent agents who work on commission, facilitating efficient and flexible freight solutions. We chat about our thoughts on the...
Jan 10, 2024•35 min•Season 8Ep. 2
We're launching into our 2024 Summer Series - an Equity Mates tradition! This year we're kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs). The company has seen a significant demand for its H100 chip, with a waiting list exceeding six months despite its $40,000 retail price. The company's stock value has impressively surged by 240% this year, marking a 1,000% increase over five years and an astounding 10,000% since 2014. We...
Jan 07, 2024•35 min•Season 8Ep. 1
And just like that, 2023 is almost over. We can't believe how quickly the year slipped away from us. Before we say goodbye to 2023, and welcome our Summer Series which kicks off on Monday 8 Jan, we're thrilled to announce the winners of our 3rd annual Equity Mates Awards! We reveal your Expert of the Year, as well as the themes, stocks, and platforms you're talking about! Summer content recommendations From Alec: Podcast: If Books Could Kill, Books: Caesars Coup (non-fiction), We Begin at the En...
Dec 17, 2023•33 min•Season 7Ep. 138
Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year. He's returning to the studio to review the calls he made back in February. How many did he get right? We'll be returning with more bold predictions after our Summer Series - why don't you send us your big calls: [email protected]. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for yo...
Dec 13, 2023•51 min•Season 7Ep. 137
It's *almost* time to say goodbye to 2023, but first we need to have a look back at our bold predictions this year. Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring? If you want to catch up or refresh before we dive in, relisten here . The company Alec was talking about is Altect. We wrote an Uncovered article here: https://equitymates.com/general/uncovered-altech-batteries-asx-atc/ If you want to go...
Dec 10, 2023•41 min•Season 7Ep. 136
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series. This report has been running for many years, and today we unpick four key investing thematics emerging from the paper with Kerry. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliatio...
Dec 07, 2023•49 min•Season 7Ep. 135
We're back with our last Ask an Adviser for 2023! You've loved this series, so it'll be back for sure in 2024. Today we're joined by Jelena Koncar, a Senior Private Wealth Adviser at Shaw and Partners. Jelena has over 16 years experience in the financial services industry, and talks to us about buying shares for kids, her hot stock tips ahead of Christmas, and the best (and worst) financial advice she's ever heard. If you want to go beyond the podcast and learn more, check out our accompanying e...
Dec 06, 2023•38 min•Season 7Ep. 134
It's our last episode of Buy or Sell featuring Adam Keily for this season. Thanks for listening and letting us know what you think of the show. To round out the season, Adam is joined by Andrew Brown from East 72. Together they chat about the stocks he's wanting to top up on, or wanting to sell out of. Remember, you can track our calls on the tracking page here . We’d love to get your feedback on these pods – so make sure you’re sending us an email to [email protected] wi...
Dec 04, 2023•29 min•Season 7Ep. 133
A sad week as we recorded to the news that Charlie Munger had passed away, just before his 100th birthday. We share our memories of the Berkshire Hathaway conference and swap stories about our favourite Munger-isms. Then Ren chats about his thoughts on Alan Kohler's recent call out about the housing crisis in Australia ( here's the link to the Quarterly essay ) and we answer a listener question about share registers. Last of all, Henry joins Bryce for the last ever Mentored session for the year....
Dec 03, 2023•47 min•Season 7Ep. 132
Sam Gordon is a returning guest on Equity Mates Media - but is the founder of Australian Property Scout, and host of Scouting Australia Podcast. Australian Property Scout aims to retire 500 people by 2030. In this episode we talk about the current property climate, where Sam thinks it's headed, and what an individual investor should be doing. If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. This episode contains sponsored content fro...
Nov 30, 2023•41 min•Season 7Ep. 131
Luke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund. The Live Wire article that Luke mentioned can be found here: https://www.livewiremarkets.com/wires/how-to-properly-compare-australian-fund-managers If you want to go beyond the podcast and learn more, check out our accompany...
Nov 29, 2023•40 min•Season 7Ep. 130
It's another fresh episode of Buy or Sell featuring Adam Keily! This week he’s joined by Owen Rask, from Rask Invest. Together they go through the stocks Owen's thinking about, and whether he's buying or selling. Remember, you can track our calls on the tracking page here . We’d love to get your feedback on these pods – so make sure you’re sending us an email to [email protected] with your thoughts! If you want to go beyond the podcast and learn more, check out our accomp...
Nov 27, 2023•28 min•Season 7Ep. 129
Huge week here for the EM team! Andrew joins Ren to recap his mentoring journey for 2023, Bryce is moving house and there's a new segment with Ren - he's got a BIG call to make. Have your say in the EM Awards here. Hear Crypto Curious' interview with Michael Saylor here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custo...
Nov 26, 2023•51 min•Season 7Ep. 128
We're joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he's nearly 20 years’ experience investing in emerging markets. The theme of this chat is about the global supply chain shift, and does a stock deep dive on two companies: KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico (Latam - Mexican Airports). For more information - Fidelity Global Emerging Markets Fund (ASX: FEMX) Fidelity India Fund If you want to go beyo...
Nov 23, 2023•31 min•Season 7Ep. 127
