Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks. Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction. In today’s episode we cover: Why home country bias is a concern for investors The practical ways to break out of your home country bias and invest globally A 101 on portfolio construction Some general rule...
Mar 21, 2024•29 min•Season 9Ep. 17
Just how powerful is compounding? We unpack some of the mind blowing numbers in this episode. That’s not all we discuss in another big episode of Equity Mates: What the hell is going on at Boeing? When does the aviation giant become a good investment? Which S&P 500 company is having a worse year than Boeing Why compounding really is the 8th wonder of the world Speccy Magee returns to unpack the world of crypto speccies, including DogWifHat Resources discussed: Pick up tickets for our upcomin...
Mar 20, 2024•31 min•Season 9Ep. 16
We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Andrew Page of Strawman.com . Do you have a stock you want to ask about? Hit us up via our website . —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets . —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge...
Mar 18, 2024•28 min•Season 9Ep. 15
The past 10 years has seen some incredible Australian companies emerge and make their mark here in Australia and around the world. On today’s episode we take a look at the top 5 ASX-listed companies of the past 10 years. Hopefully you had a couple in your portfolio. That’s not all we discuss in another big episode of Equity Mates: We look at the crazy growth of Shein & Temu in Australia What happens if TikTok gets banned or sold in the US We reveal the top 5 ASX stocks of the past decade (th...
Mar 17, 2024•36 min•Season 7Ep. 14
Bryce has been investing since 2003. In this episode we find out if he has beaten the overall stock market index in that time. That’s not all we cover in today’s episode: How stock markets around the world are hitting all time highs The bull market in crypto The best way to switch brokers One of the worst stock market predictions we’ve ever read Resources discussed: Sign up to Sharesight and track your portfolio like Bryce Pick up our book Don’t Stress Just Invest All of our company data comes f...
Mar 13, 2024•31 min•Season 9Ep. 13
For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran. Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University and is known in the finance industry as the “Dean of Valuation”. In this episode we cover: How Aswath introduces students to valuation at NYU Key concepts of valuation ...
Mar 11, 2024•43 min•Season 9Ep. 12
The hottest commodity in the world isn’t lithium or gold. It’s something you’ll find in the supermarket shelves. The price of cocoa has more than doubled since the start of 2023 - we unpack what that’ll mean for us all. In this episode we also: Cover Nancy Pelosi’s latest stock pick (and the controversy around her stock trading more broadly) Are joined by Romero for the latest Pimp my Portfolio Discuss Morgan Housel’s latest book, Same As Ever Links mentioned: Link to Morgan Housel’s Same as Alw...
Mar 10, 2024•41 min•Season 9Ep. 11
For the past 59 years, history’s greatest investor has shared his thoughts in an annual letter to shareholders. We’ve read Warren Buffett’s latest shareholder letter and unpack our biggest takeaways to kick off this episode. That’s not all we cover in another big episode of Equity Mates, you’ll hear: Why Reddit is finally going to list on the share market How Reddit’s numbers compare to two of its social media peers: Snap and Pinterest What to do when you receive a letter from a share registry H...
Mar 06, 2024•34 min•Season 9Ep. 10
Insurance. It’s more interesting than you think. We all know it’s important, but in this episode Phil Thompson from Skye Wealth takes us through how we can approach it. In particular: What kinds of insurance we should consider at different stages of life What insurance we can pay for with superannuation How we manage the level of cover we receive through superannuation Some tips and tricks to calculate the cover you need Want to speak to someone from Phil’s team? Fill out this form . Want to ask...
Mar 04, 2024•37 min•Season 9Ep. 9
A big episode to start the week here at Equity Mates. We: Hear Bryce pitch a stock Are joined by Maddy for Pimp my Portfolio Unpack the lessons from 2 investor letters Links mentioned: 2024 Community Survey Rowan Street Capital Letter Ace River Capital Letter Reddit r/SecurityAnalysis Podcast episode with Yaron Naymark on RCI Hospitality Facebook Discussion Group Want to get in touch with Luke? Fill out this form . Want to ask a question or join us on the podcast, hit us up via our website . —--...
Mar 03, 2024•35 min•Season 9Ep. 8
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. We speak to Dr Michael Winlo, CEO and Managing Director of Emyria (ASX: EMD) about the recent rescheduling of MDMA and psilocybin and his company’s efforts to introduce psychedelic-assisted therapy into Australia. Want more? Read our write up on Emyria . Want to ask a question or join us on the podcast, hit us up via our website...
Feb 29, 2024•34 min•Season 9Ep. 7
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 learning? Check out the Rask...
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 Investing is a free c...
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 segment: Pimp m...
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 more Links mentioned: 2024 Comm...
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 all the basics of ...
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 diversified m...
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
