Equity Mates Investing Podcast

In today's ep, Ren presents a company for the community watchlist, a huge French multinational that's caught in a public dogfight with another rival waste and water management company. In August last year the French company Veolia announced an intention to acquire 29% of fellow heavy-hitter, the French based multinational Suez, with the goal to acquire the whole company. Ren walks us through the t...

Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on Twitter or you may have read about her as part of Fairfax Media’s Shares Race, which she has won five times. In this conversation, Angie shares the story of her first investment, how her background as a small business owner has informed her investing style, and the screening methods she uses when looking for new o...

This episode is all about asset bubbles... because lately it seems like everything is hitting all time highs. The S&P 500, NASDAQ, property prices, gold, and even some non-traditional assets, like Bitcoin, Baseball cards, and NFTs... In this episode we break down exactly why this is happening, and what it means for you - an investor. Some of our favourite resources and offers to help you durin...

Blake Cassidy is CEO of Bamboo. Bamboo is Australia’s first crypto micro-investing app, allowing investors to invest in Bitcoin, Ethereum, Gold and Silver. Blake took over as CEO in November 2020 and is working to scale up Bamboo in Australia and preparing to launch overseas. Bamboo Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo . Use EQUIT...

Alex Saunders has been immersed in cryptocurrency since discovering Bitcoin in 2012. He's a unique investment style that combines fundamental analysis, technical analysis and market sentiment as key drivers in decision making. Alex’s passion led him to leave his successful career as a head pharmacist in 2017, to found Nugget’s News. Alex is a trusted voice in the Australian crypto community, condu...

This week, it's a little bit different at Equity Mates... we're celebrating Crypto Week! It's a whole week of crypto content, from the basics, to interviews with experts... and we promise to be the only crypto content on the internet that doesn't ever mention the price. It's everything you've ever wanted to know about this world of blockchain technology. In today’s episode, we ask whether crypto i...

Usually when Matt appears on Equity Mates, he's talking about stocks in the US. This time though, Bryce and Alec wanted to take a different angle, and explore his entrepreneurial journey building Stake . Matt is very open about the rewards and challenges of growing a start-up, the changing dynamics across the finance industry, and the mayhem of the GameStop saga. Make sure you don't miss anything...

Today's episode is sponsored by Kogi Coffee - kogicoffee.com.au To get 5% off storewide, use the discount code MATES5 Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclu...

Tom Millner is a Director and Portfolio Manager at Contact Asset Management. Tom has 17 years experience in markets, was CEO of BKI Investment Company between 2008 and 2016. In that time he grew total assets from $440m to $1 billion. As well as his work at Contact Asset Management, Tom is also a director of Washington H Soul Pattinson and New Hope Corporation. Bryce and Alec ask Tom about his firs...

In this very special bonus episode, Bryce and Alec interview our brand new colleagues, and podcast hosts - Maddy and Sophie - so we can get to know them a little better. They talk about their plans for You're In Good Company , a little about their investing journeys to date, and what listeners can expect as this brand new podcast series unfolds. ***** Make sure you don't miss anything Equity Mates...

It's an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today's chat - Infrastructure - and just what qualifies? To settle it, we looked to Macquarie, who say: “Infrastructure provides essential products or services which are necessary to support economic and social activity… Infrastructure typically has a strong strategic positio...

In today's episode, Alec and Bryce talk to Brian Ward. Brian is the founder and chief executive officer of Aroa, a company of much discussion in the Equity Mates' Facebook group, and a company that featured in our summer series. Brian has been responsible for leading the Company’s growth from start-up through to becoming a vertically integrated medical device business with substantial US sales and...

This is a busy episode! There's a new 'What The?', with the arrival of the SUBZ ETF (The Roundhill Streaming Services & Technology ETF) which is designed to offer investors exposure to the streaming industry. Then our Equity Mates community member Kevin Skafte gets on the line and pitches us A2 Milk, a company that Alec has long been a fan of. Then the guys call the Specky Hotline fo...

Here at Equity Mates, we love finding up and coming Australian fund managers that have interesting perspectives and different approaches to markets. In this episode we speak to Michael Frazis, portfolio manager of Frazis Capital Partners, who certainly fits that description. Michael has just come off an incredible year in 2020, beating his benchmark index by more than 100%! In this interview we un...

It's *the* story of the moment: what's going on with Facebook, and their battle with news? Alec and Bryce recap what has happened to date with the Facebook saga, and investigate the business side of the dispute, as well as the precedent it sets for the rest of the world. We then chat to Nick Griffin, who's Chief Investment Officer at Munro Partners about their decision to recently divest from Face...

In this episode, Alec and Bryce are joined by Hamish Douglass - the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group, a fund manager he co-founded with Chris Mackay in 2006. Hamish is (in our opinion) the best investor in Australia today and amongst everything else is a fellow podcaster, hosting Magellan’s In The Know podcast. ***** Make sure you don't miss anything Equity Mate...

In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC requires to be filed quarterly by institutional investment managers with at least $100 million in assets under management. Bryce and Alec look under the hood (or flip through the pages) of some of their favourite investors, to see if they can get some insig...

Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s is personally responsible for over $1.5 billion of funds. His expertise and client outcomes was recognised by Barrons when he received the accolade of the No. 1 Adviser...

Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we discuss the other side of investing - selling.  Knowing when to sell can be difficult. Are you going to miss out further gains? Is the stock going to bounce back? Unfortunately, there’s no good answer - every stock is different - but there are a fe...

On Valentine's Day, we'll be launching our latest podcast, Meet Pay Love . In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and chat to them about the idea and concepts behind the podcast. Focused on the complexities of romance and money, their aim is to create an engaging and safe space to break down gender roles and stereotypes around money, whilst educating and normalisi...

In today's expert chat, we sit down with Emma Fisher, who's a Portfolio Manager and Head of Research at Airlie Funds Management. She co-manages the Airlie Australian Share Fund (ASX: AASF). As always, we've got our regular questions, like what she thinks is overrated, what's underrated, what her first investment is, and her personal investment strategy. We loved this interview, and definitely...

For this episode we've asked you to tell us what your bold predictions for the year to come will be, and didn't you deliver! We asked you some questions in the Facebook community, and some of you used our new contact form and left us some very entertaining voice messages! If you want to get involved in future shows - make sure you visit this page: https://equitymates.com/contact/ And if you love e...

Ren doesn't want to start on a negative note, but he's not sold on the new intro. Let us know what you think of it at our new contact page: https://equitymates.com/contact. The episode begins with some key points to talk about in the portfolio: Citadel acquisition: $5.70 per share Bryce’s Palantir sneak - up 96% Bitcoin - up 88% Then we invited Daniel Ortizie to come on the program and pitch a sto...

You've probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdings, Andrew Brown to join us to make some of his own. Remember, if you want to tell us what you thought of Andrew's suggestions, get in contact with Equity Mates and hear your voice on the show! Send us a message here: https://equitymates.com/contact...

It's time for Bryce and Alec to choose their stock of the year! Will Bryce hold his position as the Retail Whisperer, or will he break out of the bricks and mortar world? Will the Equity Mates community succeed in getting Bryce known Australia-wide as the Retail Whisperer? Will Alec's stock lose over a quarter of its value? We'll pitch two stocks that we're excited about, but remember these aren't...