Is your portfolio built for growth, income, or a bit of both? How do you decide what’s right for your financial goals? In this episode I sit down with Michael Price , Portfolio Manager of the Ausbil Active Dividend Income Fund , to unpack these questions and dive into the world of dividend-focused investing. With over 35 years of experience in quantitative analysis, actuarial science, and financial markets, Michael brings a wealth of insight to the table. Blog post available at: https://www.shar...
Mar 04, 2025•34 min•Season 1Ep. 387
G’day, listeners! In the latest Shares for Beginners, I chat with Roger Montgomery, a funds management pro with over 30 years in the game. He’s got a sharp take on where the stock market’s at and what’s coming as we nudge into 2025. With inflation bouncing around and markets shifting, plenty of us are wondering what’s next. Roger doesn't get hung up on the daily dips, he looks at the bigger picture. He reckons some companies are still solid bets, especially those pulling in double-digit earnings...
Feb 26, 2025•38 min•Season 1Ep. 386
Links: Richard Hemming Forward-Looking P/E : https://www.sharesforbeginners.com/blog/under-the-radar-blue-chips Tony Kynaston Valuation Metrics : https://www.sharesforbeginners.com/blog/tk32023 Shawn O’Malley Earnings and Investment : https://www.sharesforbeginners.com/blog/shawn-omalley-we-study-markets Ed Croft PEG Ratio & Factor Investing : https://www.sharesforbeginners.com/blog/stockopedia Craig Mercer Return on Equity : https://www.sharesforbeginners.com/blog/mercer Mathew Hodge Invest...
Feb 18, 2025•40 min•Season 1Ep. 385
Steve Mabb is the Chair of the Board at the Australian Shareholders' Association . In this episode we explore a critical aspect of investing: trust in management. Trust in management is vital to a company's success, especially in light of recent governance failures. Steve emphasises the importance of assessing management quality. He shares insights from his experience monitoring ASX companies, highlighting that while most companies are well-managed, there are exceptions. He urges investors to pa...
Feb 11, 2025•39 min•Season 1Ep. 384
In this episode I welcome Tom Wickenden , an investment strategist at BetaShares , to discuss the changing andscape of Exchange-Traded Funds (ETFs) in 2025. ETFs have become the fastest growing investment vehicle globally. With a staggering US$1.5 trillion inflow into ETFs last year, the Australian market alone saw record net inflows of AU$30 billion. This surge highlights the increasing awareness and adoption of ETFs among both retail and institutional investors. Blog post available at: https:/...
Feb 05, 2025•40 min•Season 1Ep. 383
Teaching our children about financial literacy is crucial. In the latest episode we dive deep into the topic of investing for kids and how parents and grandparents can set them up for a financially secure future. I'm joined by Brendan Malone from RAIZ Invest , a platform dedicated to making investing accessible and educational for young people. We discuss the importance of starting early and how even small contributions can lead to significant financial growth over time. With the power of compou...
Jan 29, 2025•34 min•Season 1Ep. 382
Many Australians find themselves priced out of the real estate market. However, there is an alternative path - Real Estate Investment Trusts (REITs). I sit down with Jack Magann , a portfolio manager at Oracle Investment Management , to delve into the world of REITs and their potential as a viable investment option. REITs offer an opportunity for investors to gain exposure to commercial properties such as shopping centers, industrial properties, and data centres, without the hefty costs associat...
Jan 21, 2025•30 min•Season 1Ep. 381
In a market rife with complexity and unpredictability, how do you carve out a path to consistent profitability by managing risk and securing gains? Fadi Diab , is known as The Gladiator on X ( FKA Twitter ). He's a seasoned microcap investor who's mastered the art of risk management over profit-chasing. Fadi shares his journey from a beginner who blew up his account twice to a savvy investor who now focuses on the potential for significant wins while minimizing losses. Fadi's philosophy pivots o...
Jan 14, 2025•49 min•Season 1Ep. 380
Ever been blindsided by a takeover offer and felt lost in a sea of unfamiliar takeover jargon? In this episode, we dive deep into the murky waters of mergers acquisitions and takeovers and the impact on shareholders with the return of Tony Kynaston from QAV investing . Tony sheds light on what it really means when a company catches the eye of potential buyers and how small investors can navigate their decisions. We discuss the nuances of schemes of arrangements to the strategies behind hostile b...
Jan 07, 2025•30 min•Season 1Ep. 379
Retirement planning is not one-size-fits-all. In this episode, I'm joined by Rebecca Wilson , author of the bestselling book How to Have an Epic Retirement , and host of the Primetime podcast. Rebecca shares her expertise on preparing for retirement, both financially and emotionally, and discusses the six pillars of an epic retirement. Rebecca emphasizes that retirement is a transition that should be approached with a well-rounded perspective. She likens the anticipation of retirement to the per...
Dec 31, 2024•38 min•Season 1Ep. 378
Investing or speculating? In this week's episode I'm joined by Cameron Reilly of the QAV Investing Podcast . Cameron is the master's apprentice to Tony Kynaston, a multi-millionaire long-term investor who has developed his own investing methodology. Cameron and I delve into the core principles of value investing, emphasising the importance of understanding a company's intrinsic value. Cameron shares his journey from knowing next to nothing about investing to becoming an informed investor through...
Dec 18, 2024•37 min•Season 1Ep. 377
Bank of Queensland Limited is an Australia-based regional bank. The Company’s operating segments include Retail Banking and BOQ Business. The Retail Banking segment provides retail banking solutions to customers through its owner-managed and corporate branch network, third-party intermediaries, and virgin money distribution channels. Its Owner-Managed Branches retail and small and medium enterprises (SME) lending, deposits, credit cards and insurance. Its VMA business include digital home loans,...
Dec 13, 2024•21 min•Season 1Ep. 376
Exchange Traded Funds (ETFs) are the real game-changers of financial products, whether you're just starting out or you've been playing the market for years. In our latest podcast episode, I sit down with Lawrence Carrel , a seasoned finance journalist and the author of ETFs for the Long Run . This episode is packed with golden nuggets for anyone looking to diversify their portfolio without breaking the bank on fees. Larry has had a distinguished career as a finance journalist. His stint at the W...
Dec 12, 2024•47 min•Season 1Ep. 375
Mineral Resources Ltd is an Australia-based diversified resources company. The Company operates through six segments: Mining Services, Iron Ore, Lithium, Energy, Other Commodities, and Central. Mining Services division provides full pit-to-port solutions. The Company’s subsidiary, Crushing Mining Services (CSI), provides crushing, screening and processing solutions for the mining companies. The Company operated three iron ore hubs across Western Australia in the Yilgarn, Pilbara and Ashburton re...
Dec 06, 2024•18 min•Season 1Ep. 374
Risky Business - Good Risk, Bad Risk, and Downright Ugly Risk. It's essential to understand risk. Even though the finance and insurance industries prefer you not to. In this episode I'm joined by Vince Scully , Chief Sherpa at Life Sherpa , to delve into the intricacies of risk management. We explore how risk is perceived differently by financial experts and everyday investors, and why this understanding is crucial for anyone looking to build wealth or protect their assets. Blog post available a...
Dec 03, 2024•49 min•Season 1Ep. 373
In our latest podcast episode, we delve deep into the intricate world of inflation and government spending with Gary Brode from Deep Knowledge Investing . As an investor, understanding these economic elements is crucial for making informed decisions in today's fast-paced financial landscape. Inflation is a term that's often thrown around, but what does it really mean? Gary Brode challenges the mainstream narratives that blame inflation on supply chain issues or corporate greed. Instead, he direc...
Nov 28, 2024•54 min•Season 1Ep. 372
Xero Limited is a software-as-a-service company. It operates a global small business platform which includes a core accounting solution, payroll, workforce management, expenses, and projects. Its segments include Australia and New Zealand (ANZ), and International. It also has an ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within its open platform to help them run their business and manage their fi...
Nov 22, 2024•22 min•Season 1Ep. 371
In this episode I sat down with John Addis , founder of Intelligent Investor and author of How Not to Lose a Million Dollars Win At Investing By Losing Less . John’s made his fair share of mistakes—and that’s precisely why his insights are so valuable. “Failure is really the way that you become successful.” John’s journey into finance wasn’t exactly a straight line. Coming from a background in advertising, he eventually found himself running a value investing research house and learning firsthan...
Nov 19, 2024•44 min•Season 1Ep. 370
Aspen Group Limited is an Australia-based provider of accommodation in residential communities, retirement villages and holiday parks. It is engaged in owning, operating and developing accommodation properties. Its Residential segment consists of dwellings that are typically located in metropolitan areas, have no age restrictions for tenants, and offer 6-12-month fixed-term leases. Its Lifestyle Communities segment consists of communities that cater to tenants who are typically over 50 years old...
Nov 15, 2024•17 min•Season 1Ep. 369
It's been a lurid year on the ASX200 with scandals rocking many of Australia's top companies. I’m joined by Rachel Waterhouse, CEO of the Australian Shareholders' Association , to dig into ethical leadership and what it really means for companies, their shareholders, and ultimately, for your investments. Membership of the association is an absolute bargain at $149 per year. Join up now and enjoy the benefits and learn with like-minded investors. Blog post available at: https://www.sharesforbegin...
Nov 12, 2024•35 min•Season 1Ep. 368
AUB Group Limited is a retail and wholesale insurance broker and underwriting agency. Its segments include Australian Broking, Agencies, New Zealand Broking, International, and Support Services. Australian Broking and New Zealand Broking businesses provide insurance broking and advisory services primarily to small to medium-sized enterprise clients. The division encompasses broking businesses, complemented by capabilities in member services, life insurance broking, and claims management. Agencie...
Nov 08, 2024•21 min•Season 1Ep. 367
In the latest episode, I sit down with Richard Hemming from Under the Radar Report to navigate the high-potential but risky world of small cap stocks. If you’re excited about finding under-the-radar companies with big growth potential, this episode is for you! Richard is all about small caps and highlights the huge opportunities these overlooked stocks can offer. With few analysts covering them, small caps let investors uncover hidden gems that bigger players might miss. Blog post available at: ...
Nov 05, 2024•37 min•Season 1Ep. 366
Resolute Mining Ltd is an Australia-based gold miner, developer, and explorer company. The Company owns two producing gold mines: the Syama Gold Mine in Mile (Syama) and the Mako Gold Mine in Senegal (Mako). The Syama is located in the southwest of Mali, approximately 30 kilometers (km) from the Cote d’Ivoire border and 300 km southeast of the capital Bamako. Syama Gold Mine is a large-scale operation, comprising the established Syama Underground Mine, the Tabakoroni Complex and the 3.5 Moz Syam...
Nov 01, 2024•22 min•Season 1Ep. 365
In this episode I chat with Andrew Brown from East72 Holdings to debunk some financial metrics. We look at discounted cash flow (DCF) valuations, a metric often authoritatively trumpeted by analysts. Andrew argues that DCF is useless for valuing most companies: it's based on unfounded assumptions and crystal-balling and can be manipulated to fit any narrative. Then there's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Andrew agrees with Charlie Munger's assessment (bu...
Oct 29, 2024•43 min•Season 1Ep. 364
Please note: this episode was recorded before the sudden resignation of Richard White Director and CEO of Wisetech. Hopefully the numbers remain the same and the market seemed to approve of the move of Richard into a consultancy role. We hope you still enjoy this episode. WiseTech Global Limited is a developer and provider of software solutions to the logistics execution industry globally. The Company develops, sells, and implements software solutions which enable logistics service providers to ...
Oct 25, 2024•24 min•Season 1Ep. 363
In this episode I'm joined by Elio D'Amato from Stockopedia to unravel the mysteries of investing and ask the fundamental questions: What is a stock market? Why does it exist? And how can you, as an investor, navigate its complexities? The stock market is not just a place where stocks are traded; it serves a crucial role in raising capital for companies. We break down the concepts of primary and secondary markets , The primary market is where companies initially raise funds. Once listed, these c...
Oct 22, 2024•45 min•Season 1Ep. 362
Redox Limited is a global chemical, ingredient and raw material distributor focused on specialty and commodity products. The Company is focused on a variety of markets, including food and beverage, personal care, human health, animal health and nutrition, crop production and protection, detergents, water treatment, surface coatings, plastics and foam, rubber, mining, oil and gas, metals, building and construction, textile and leather, and lubricants. In the food and beverage market, it focuses o...
Oct 18, 2024•17 min•Season 1Ep. 361
In our latest podcast episode, we are joined by Lelde Smits from The Stock Network . Lel is an expert in financial literacy and investor relations. Together, we delve into the intricacies of company announcements and their profound influence on investor decisions. Lelde is a former Wall Street journalist who sees the importance of company announcements beyond their role of legal compliance. She describes them as "equity narratives," a storytelling medium that offers investors a deeper insight in...
Oct 15, 2024•35 min•Season 1Ep. 360
GQG Partners Inc. is a global boutique asset management firm with a focus on active equity portfolios. The Company's subsidiary is GQG Partners LLC (GQG LLC). GQG LLC is an investment adviser, which provides investment advisory and asset management services to investment funds; separately managed accounts for United States and non-United States investors; mutual funds, and other structures, including pooled investment vehicles. Shares for Beginners and Stockopedia proudly present "Weekend Watchl...
Oct 11, 2024•24 min•Season 1Ep. 359
Spring 2024 Classic Episode - Phil desperately needs a break and hopes that you enjoy the lessons in this repeat episode. I've been thinking a lot lately about how little I know about the metrics that investors use to value companies. This week Craig Mercer joined me again to discuss Return on Equity or ROE . But like all the best metrics, they become more complicated the more you dig into them. The warning for beginners is to not take a metric on face value. Craig Mercer is the Chief Research O...
Oct 08, 2024•36 min•Season 1Ep. 358
