In this Need to Know episode, Felicity and Candice give you the low down of Australian reporting season so far. At the time of recording, about 50% of companies listed on the ASX have announced their recent financials and earnings update, and there have been a few upsets and misses in the markets, which has seen some stocks fall off a cliff. On the other hand, other companies have killed it with expectations and are enjoying a share price rally since beating on their financial figures. Then Cand...
Mar 03, 2022•27 min•Season 2Ep. 7
Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Candice starts with the first ever sell recommendation for Talk Money To Me’s Order Pad - she looks at Magellan Financial Group and talks about the much-discussed circumstances around this Sydney-based fund manager. Then Felicity brings a very un-Felicity-like stock - a diversified financial manager with a market cap of $2 billion, that provides a dividend yield o...
Feb 24, 2022•25 min•Season 2Ep. 6
Candice and Felicity are joined by Grant Hackett, CEO of Generation Life, a company providing Australians with tax effective investment solutions for over 17 years. Grant joined the Generation Life Executive Team in September 2017. With over 12 years of experience, Grant has held many senior positions across marketing, distribution and wealth management for Westpac and BT Financial Group. Grant’s name might be familiar to many for his sporting achievements prior to his corporate career, when he ...
Feb 17, 2022•49 min•Season 2Ep. 5
In this Need to Know episode, Felicity and Candice answer some of the big questions they’re asked all the time - how can I retire young? Is it even possible? What is the best way to invest on behalf of my children or grandchildren? They’re going to talk about using Investment Bonds, which they love as they provide an alternative set and forget investment option when you have a long term horizon on your side. In this episode they explain how they work, a couple of options you can explore, and the...
Feb 10, 2022•31 min•Season 2Ep. 4
Felicity and Candice open up their Order Pads, and share with us through the stocks they are looking at this month. Candice pitches a leading US retailer in the beauty and specialty hair sector - Ulta Beauty - and talks about this American chain of beauty stores with low levels of debt, and solid financials. Then Felicity sings the praises of a potential up-and-coming Nike rival - On Holding AG - which only listed as recently as September 2021. We know Felicity loves getting in early on her stoc...
Feb 03, 2022•26 min•Season 2Ep. 3
Candice and Felicity are joined by Ayumi Uyeda - who’s aiming to reshape the property market with her new start-up Proppie, a mortgage sharing matchmaker platform designed to help millennials make a start into property. Ayumi was most recently was the Managing Director of Blackmores. She has held General Management and Senior Global positions at Bayer in Japan, South East Asia and the USA in Consumer Health and Pharmaceuticals, and has successfully started up e-commerce business models. Ayumi go...
Jan 27, 2022•41 min•Season 2Ep. 2
It’s a brand new year, so it’s time for a slightly different format this year. In this Need to Know episode, Felicity and Candice open the listener mailbag, and answer all the questions you’ve been asking them over the summer break. Then it’s time to get out a notebook, as they run through 22 international stocks for 2022 that they believe have good growth prospects. You’ll have to listen to the episode to hear all 22 though! Follow Talk Money To Me on Instagram , or send Candice and Felicity an...
Jan 20, 2022•28 min•Season 2Ep. 1
In our final episode for 2021, Candice and Felicity are joined by Martin Crabb, the Chief Investment Officer from Shaw and Partners. Together they discuss the year that was 2021, and explore the investment opportunities on the horizon for 2022. They chat about the recovery trade as the world begins to re-open, and look through all the noise and identify some key investment ideas. Martin joined Shaw and Partners in April 2011. Prior to joining Shaw and Partners, Martin was an Executive Direc...
Dec 16, 2021•42 min•Season 1Ep. 18
Candice and Felicity recap their favourite event of the investing calendar: the SOHN Hearts and Minds Investor Conference. Hearts and Minds Investments Limited (HM1) is a unique Australian listed investment company. HM1's has two objectives; to maximise long-term returns to shareholders by investing in high conviction ideas; and provide vital financial support to leading medical research institutes. The amount to date has exceeded over $30 million towards Australian Medical Research Institutes. ...
Dec 09, 2021•56 min
It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity pitches a leader in the fast-growing cybersecurity industry: CrowdStrike. This company sells a cloud-based platform that protects endpoints on laptops, desktops, the Internet of things, using AI technology to stop breaches. Then Candice talks about PayPal, a pure play in online payments which en...
Dec 02, 2021•31 min•Season 1Ep. 16
In last week's episode we chatted about ESG investing and also touched on the importance of addressing climate change as one of the major UN Sustainable Development Goals (SDGs). So this week, we welcome two experts, Jeremy Liddle and Zarmeen Pavri, working in the Venture Capital space who run a fund where all the underlying investments address the many issues of climate change. In this conversation Jeremy and Zarmeen talk about their fund: SDGx Ventures - Climate Tech Fund, talk about the ...
Nov 25, 2021•52 min•Season 1Ep. 15
In this Need to Know episode, Felicity and Candice lay down the foundations and answer all your burning ESG (Environmental, Social and Governance) investing questions. They also outline the UN Sustainable Development Goals, and outline a few ways you can make your investing dollars make an impact towards Climate Change Action. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Thomas and Candice Bourke are Senior Advise...
Nov 18, 2021•35 min•Season 1Ep. 14
It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Candice continues her theme of going long on potash, and takes a deep dive into home-grown micro-cap resource company called Australian Potash Company. Then Felicity outlines her thesis for another micro-cap, that she thinks you won’t have heard of: Blackstone Minerals. She outlines the fundamentals of t...
Nov 11, 2021•33 min•Season 1Ep. 13
Chris Bates started his career as a Financial Adviser in the UK back in 2007. After four years working with High Net Worth Investors, he returned to Australia to work with young families and since 2012 his clients have only been young families in their 30s and 40s. In 2014, Chris started Wealthful with a plan to change the way young Australians take action with Financial Advice that incorporates Property and Mortgage Broking. In this episode, Felicity and Candice talk to Chris about the val...
Nov 04, 2021•53 min•Season 1Ep. 12
There was so much to talk about in our last Need to Know episode, that Candice and Felicity thought it would be good to revisit property investing again. Make sure you catch up on their first episode if you haven’t listened already, but here they chat about the other structures in which you can use to purchase property, the nitty gritty finer details that we don’t get taught in school but we all should definitely know about, and the difference between a redraw and offset account. ...
Oct 28, 2021•32 min•Season 1Ep. 11
It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity is recommending a micro-cap Australian Technology company, called Silex, that is focused on the development and commercialisation of the SILEX laser isotope separation technology. Candice on the other hand is pitching a well-loved blue-chip, with a $193 billion market cap and global operations. ...
Oct 21, 2021•34 min•Season 1Ep. 10
In this episode, Candice and Felicity talk to Simon Cohen, co-founder of Cohen Handler, the largest Property Buyer’s Agency in Australia, who also stars in the very binge-able hit on Amazon Prime - Luxe Listings. Simon started his career within Ray White in Double Bay, Sydney and consistently ranked within the top five sales agents within the office, ultimately achieving “Top 3%” of agents Australia wide. Now, he’s the highest grossing buyer’s agent in the country, and takes pride in making the ...
Oct 14, 2021•29 min•Season 1Ep. 9
In this episode, Candice and Felicity talk about all things property investing. They cover the principles of property investing, talk about the actual process and the steps involved, and then finally cover 2 structures you can choose from. If you’re on the verge of buying your first property, or are already managing a large property portfolio, or just wondering where to start sorting out your finances to get into the market, this is an episode you need to hear. Follow Talk Money ...
Oct 07, 2021•26 min•Season 1Ep. 8
It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity kicks it off with a micro-cap company called Tesserent (TNT:ASX), a provider of full-service, enterprise-grade cybersecurity and networking solutions. Then Candice goes to the other end of the spectrum, with the largest commercial bank, focussed on financing and supporting the innovation economy...
Sep 30, 2021•24 min•Season 1Ep. 7
Felicity and Candice welcome Managing Director Anna Nahajski-Staples and Technical Director Dr Karen Lloyd of Moneghetti Minerals to Talk Money To Me. Moneghetti Minerals Limited are a gold exploration and development company, focused on high-grade, scalable discovery opportunities in the best mining jurisdictions in the world - those being in Nevada US and locally here in Western Australia. In this conversation, they discuss the future of the gold sector, the idea of responsibly sourced gold, a...
Sep 23, 2021•39 min•Season 1Ep. 6
In our last Need to Know episode, Felicity and Candice discussed the difference between early stage and late stage investing, so this episode, they do a deep dive on what exactly is pre-IPO investing. Together they talk about recent examples, outline the due diligence you should undertake before considering a company, and examine the risks of assigning your capital to a business pre-IPO. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your though...
Sep 16, 2021•19 min•Season 1Ep. 5
Felicity and Candice unveil their first Order Pad episode, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Candice talks about her love of an Australian retailer which has been booming due to the lockdown, a small-cap growth company - Dusk Group (DSK:ASK). Felicity leans into the exciting area of technology and talks through her deep dive on Nitro Software (NTO:ASX), a company that was founded in Melbourne, Austr...
Sep 09, 2021•22 min•Season 1Ep. 4
Felicity and Candice welcome their first guests: Wimp 2 Warrior Co Founder and Head Coach John Kavanagh, together with CEO and Co Founder Nick Langton. The company, is a Sydney-based mixed-martial-art start-up, that delivers the end to end marketing, content, publishing and payments platform for combat sports academies to connect with and monetise 500 million MMA fans, through a curated fitness and lifestyle experience. Felicity is a convert, and can attest to the brilliance of the programme, an...
Sep 02, 2021•38 min•Season 1Ep. 3
Candice and Felicity talk about the difference between early stage and late stage investing, and define the six stages of a company lifecycle. They talk about the benefits, the risks, and the opportunities investors can find in a company as it progresses from private to potentially going public, including a deep dive on convertible notes. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with your thoughts here. ***** In the spirit of reconcilia...
Sep 02, 2021•15 min•Season 1Ep. 2
Welcome to the very first episode of Talk Money To Me! Candice and Felicity give a brief overview of their careers to date, what their vision for the podcast is, and then share their first stock purchase stories - and reflect on the lessons they learned. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with your thoughts here. In the spirit of reconciliation, Equity Mates Media and the hosts of Meet Pay Love acknowledge the Traditional Custodians of country thro...
Sep 02, 2021•15 min•Season 1Ep. 1
Candice Bourke and Felicity Thomas are the co-hosts of Talk Money to Me - a dynamic podcast that will help you navigate all aspects of your financial landscape. They draw on their extensive expertise and experience in wealth management to deliver you clever financial strategies, investment ideas and insights from market leading experts. Join them on this journey from the 3rd of September. Hosted on Acast. See acast.com/privacy for more information....
Aug 23, 2021•36 sec
