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 Wha...
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 - Dan...
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 exi...
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 pod...
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 s...
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: ...
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 ...
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 hospi...
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
Dion Hershan is Executive Chairman and Head of Australian Equities at Yarra Capital. Today on the podcast, he gives us a new name for the largest stocks on the Aussie share market: The Mundane 7 (made up of the big 4 banks - Commonwealth, NAB, ANZ and Westpac - and the 3 large miners - BHP, Rio Tinto and Fortescue). In this episode Dion advises us to avoid the Mundane 7 and shares where he thinks the biggest growth opportunities in the Aussie share market reside: the ASX 200 outside the biggest ...
May 13, 2024•33 min•Season 9Ep. 45
There's been a lot of media chatter about Australia's largest private employer (Woolworths) moving to a four-day workweek. But we take a look at the details of the proposal and it's not all its cracked up to be. Here's what else we cover in today's episode: The RBA met last week and chose to hold the cash rate at 4.35% The RBA's commentary gave some clues on where to next for interest rates Disney surprised the market by making a profit from Disney+ streaming service, but the stock still fell 8%...
May 12, 2024•36 min•Season 9Ep. 44
Meshel Laurie is an Australian podcaster, radio host, stand up comedian and author. She hosts the podcast Australian True Crime as well as Can We Be Real? To kick off today's episode we unpack Meshel's views on money and investing. Then we discuss one of Meshel's latest projects - Real News - the world's first news podcast voiced by artificial intelligence. Resources discussed: Check out Meshel's AI news podcast: Real News Hear Meshel's other podcasts: Australian True Crime and Can We Be R...
May 09, 2024•38 min•Season 9Ep. 43
Warren Buffet is 94 years old. Yet, last weekend he sat on stage in front of 40,000 people and answers questions for 7 and a half hours. If you don't have the capacity to listen to the full recording, listen to our summary in this episode including some of our favourite clips from the event. Here's what else we cover in today's episode: Apple's record-breaking $110 billion buyback Putting the buyback in context by comparing it to some other companies and industries How crypto has buoyed the fort...
May 08, 2024•32 min•Season 9Ep. 42
We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Scott Phillips of The Motley Fool. Get involved: Do you have a stock you want to ask about? Hit us up via our website . Track previous Buy or Sell picks on our website tracker —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We ...
May 06, 2024•31 min•Season 9Ep. 41
We're in the swing of earnings season in the United States, where companies update us all on how they've gone in Q1 (January to March). So in this news-filled episode of Equity Mates we discuss what we've learned so far. Here's just some of the highlights: Why Ren will never invest in an airline Snapchat is killing it - more than 400 million people use it every day Spotify keep growing as well The giant tech companies are in an AI arms race - and they're spending like it Why Microsoft is conside...
May 05, 2024•27 min•Season 9Ep. 40
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 Nick O'Loughlin, Managing Director of Sparc Technologies (ASX: SPN), about the three big decarbonisation technologies Sparc is working on: A graphene coating to better protect steel from corrosion Photocatalysis to produce green hydrogen Sodium-ion batteries to store renewable energy Want more? Read our write u...
May 02, 2024•44 min•Season 9Ep. 39
Pick any 30 year period and the stock market becomes extremely predictable. For all of us that have grown up hearing about the risk and volatility of the stock market, that is a surprising thing to hear. But the data bears it out. In this episode we unpack that data across the Australian and US stock market. Here's what else we cover in today's episode: Luke Laretive joins us for another Pimp my Portfolio What we learned from The Little Book of Valuation by Aswath Damadoran Resources discussed:&...
May 01, 2024•33 min•Season 9Ep. 38
