Uncovered is our opportunity to discover companies that don't recieve as much analyst or media attention. Today, we're speaking to the CEO of Hazer Group, Glenn Corrie. Hazer Group is working to commercialise technology developed at the University of Western Australia, that takes natural gas or waste methane and separates it into hydrogen and graphite. Today, the global market for hydrogen is valued at over $150 billion and it is only expected to grow as an important fuel in the world's energy t...
Apr 18, 2024•37 min•Ep 31•Transcript available on Metacast Pimp my Portfolio has fast become one of our favourite segments here at Equity Mates. In this episodes, Grant has submitted his portfolio to be reviewed by Adam Dawes of Shaw & Partners. Hear what Adam thinks of Grant's portfolio and how he can take it to the next level. Here's what else we cover in today's episode: Channel 10 may be getting a new owner, we look at the potential acquisition of Paramount Global Paramount's potential buyer - Skydance Media - sparks a conversation about the chi...
Apr 17, 2024•38 min•Ep 30•Transcript available on Metacast In this recording of our Sydney live show, we opened up our Ask an Adviser format and gave you the chance to ask your most pressing financial questions. Answering your questions was Glen Hare, co-founder of Fox & Hare Financial Advice. In this conversation we cover: The most common mistakes Glen sees How to assess your financial health at any age Strategies to build passive income Setting your retirement goal and FIRE number How much we should be investing while young Balancing investing ins...
Apr 15, 2024•1 hr 5 min•Ep 29•Transcript available on Metacast The United States has the Dividend Aristocrats - a group of companies in the S&P 500 that have raised their dividend for 25 years or more. But we don't have an equivalent here in Australia - until now. We've done the work and created our own group: Australia's Dividend Darlings. Tune in to hear what criteria we used and which companies made the cut. More importantly, hear how the Dividend Darlings have performed against the overall Australian share market over the past 10 years. Here's what ...
Apr 14, 2024•27 min•Ep 28•Transcript available on Metacast The old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector. In this interview with Airlie's Joe Wright we get the low down on how we analyses resources businesses. In today’s episode we cover: Airlie Funds Management's 4 step process to analyse any company How to decide to invest in the commodity itself or the commodity producer The hallmarks of a good company in the resou...
Apr 11, 2024•33 min•Ep 27•Transcript available on Metacast In the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars. This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode. Here's what else we cover: An update fro...
Apr 10, 2024•39 min•Ep 26•Transcript available on Metacast We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Adam Dawes of Shaw & Partners. Do you have a stock you want to ask about? Hit us up via our website . —------ 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 pay our respects to their elders past and present and extend that resp...
Apr 08, 2024•33 min•Ep 25•Transcript available on Metacast You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11. Here's what else we cover in this episode Why the Magnificent 11 are also known as the GRANOLAS Why Ren isn't convinced by the Magnificent 11 just yet Which group of stocks have performed better over the past year - the 7 or the 11? Bryce's latest investment - a small cap...
Apr 07, 2024•36 min•Ep 24•Transcript available on Metacast In the past month, both Truth Social and Reddit have listed on the stock market. We compare the pair and ask what next for Donald Trump's social media company. That's not all we cover in a big episode of Equity Mates: Who was right about Reddit's share price? Hear Ren's Truth Social conspiracy theory An update on Boeing's terrible year Luke Larative joins us for another Pimp my Portfolio Book club returns as we review March's book on the business of Champagne Resources discussed: March's B...
Apr 03, 2024•36 min•Ep 23•Transcript available on Metacast There is always plenty going on in the Australian property market. And when we want to get an update on what is going on, there is one person we turn to: Sam Gordon of Australian Property Scout. In today’s episode we cover: The concept of Rentvesting and how it can help you get your foot on the property ladder The do’s and don’t’s of Equity Recycling The state of the Australian property market The supply challenges and when we might see housing supply keep up with demand ...
Apr 01, 2024•43 min•Ep 22•Transcript available on Metacast Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs. In this episode we cover: How Novo Nordisk's latest drug has been twice as effective as their existing drugs in early trials The growing list of competitors to Ozempic Why these drugs could be incredible technology but less-than-incredible investments from here A new company trying to copy Berkshire Hathaway's playbook The impressive first 20 years of...
Mar 31, 2024•30 min•Ep 21•Transcript available on Metacast Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’. Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024. In today’s episode we cover: How infrastructure is much broader than toll roads and bridges The way to anal...
Mar 28, 2024•46 min•Transcript available on Metacast The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode. Here's what else you'll hear The details behind the Australian opposition's proposed superannuation-for-housing policy Why we think the policy isn't a great idea (but will probably still happen anyway) Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolio We answer a question about how Ren invests in India Resources d...
Mar 27, 2024•40 min•Ep 20•Transcript available on Metacast Glen Hare is a financial advisor and co-founder of Fox & Hare Financial Advice. He has advised hundreds of young Australians over his career, and we asked him what were some of the most common questions he hears. In this episode, we unpack those questions. Including: Strategies to build passive income Setting your retirement goal and FIRE number How much we should be investing while young Balancing investing inside of superannuation and outside of it How young people can keep momentum with t...
Mar 25, 2024•40 min•Ep 19•Transcript available on Metacast Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out? That’s not all we discuss in another big episode of Equity Mates: The 4 companies that made it into the ASX200, including one that is up 158% in the past 12 months What investors that own an ASX200 ETF need to do The 9 enquiries into supermarket price gouging Some of the numbers behind Aussie supermarkets and how they compare to their internation...
Mar 24, 2024•34 min•Ep 18•Transcript available on Metacast 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...
Mar 21, 2024•29 min•Ep 17•Transcript available on Metacast 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...
Mar 20, 2024•31 min•Ep 16•Transcript available on Metacast 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...
Mar 18, 2024•28 min•Ep 15•Transcript available on Metacast 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 t...
Mar 17, 2024•36 min•Ep 14•Transcript available on Metacast 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 ...
Mar 13, 2024•31 min•Ep 13•Transcript available on Metacast 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 valu...
Mar 11, 2024•43 min•Ep 12•Transcript available on Metacast 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...
Mar 10, 2024•41 min•Ep 11•Transcript available on Metacast 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 shar...
Mar 06, 2024•34 min•Ep 10•Transcript available on Metacast 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? Fi...
Mar 04, 2024•37 min•Ep 9•Transcript available on Metacast 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...
Mar 03, 2024•35 min•Ep 8•Transcript available on Metacast 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 ...
Feb 29, 2024•34 min•Ep 7•Transcript available on Metacast 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•Ep 6•Transcript available on Metacast 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•Ep 5•Transcript available on Metacast 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•Ep 4•Transcript available on Metacast 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•Ep 3•Transcript available on Metacast 
