Equity Mates Investing Podcast

Bryce and Ren are back for 2021. And in 2021, it's a new year, *same* Equity Mates attitude... with a little bit of a twist. Alec says, 'think Equity Mates with lime'. The guys kick off the episode with a quick rundown of the huge plans in the works for EM, before launching into the old Equity Mates tradition of bold predictions for the year to come. See if you agree with their take on what's comi...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Carsales.com Ltd. Carsales.com is an online marketplace, which specializes in automotive, motorcycle and marine classifieds business in Australia. In each ep...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Bravura Solutions (ASX: BVS). Bravura Develop technology solutions for some of the world’s leading financial institutions. They're primarily in administratio...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Treasury Wine Estates Ltd (ASX: TWE). Treasury Wines is an Australian global winemaking and distribution business with headquarters in Melbourne. It was form...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Fortescue Metals Group - an Australian iron ore company. Fortescue is the fourth largest iron ore producer in the world after BHP, Rio Tinto, and Vale ...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Aroa Biosurgery Ltd. Aroa is a soft tissue regeneration company focused on improving the rate and quality of healing in complex wounds and soft tissue recons...

As part of the Summer Series with Superhero , we speak with some of the founder and CEOs of the companies we unpack. We've heard it so many times from all the experts we've spoken to - knowing about the management of a company is so important to making an investment decision. Through these conversations, we're hoping we can help you get some insight into how these founders and CEOs tick. In this e...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Adore Beauty Group (ASX: ABY). Adore Beauty is Australia’s number one pure-play online beauty retailer. In each episode we look at: A company summary The ind...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Nextdc Ltd. The company is involved primarily in the development and operation of independent data centres in Australia  In each episode we look at: A c...

As part of the Summer Series with Superhero , we speak with some of the founder and CEOs of the companies we unpack. We've heard it so many times from all the experts we've spoken to - knowing about the management of a company is so important to making an investment decision. Through these conversations, we're hoping we can help you get some insight into how these founders and CEOs tick. In this e...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Booktopia Group. Booktopia is Australia’s largest online book retailer (by market share approx. 6% by value of all book sales and 15% online book sales)...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack CSL - one of the market darlings on the ASX. CSL Limited is a global specialty biotechnology company that researches, develops, manufactures, and markets pro...

As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack. We've heard it so many times from all the experts we've spoken to - knowing about the management of a company is so important to making an investment decision. Through these conversations, we're hoping we can help you get some insight into how these founders and CEOs tick. In this ep...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Douugh Ltd (ASX: DOU). Douugh is a fintech, looking to disrupt how people manage their money. At the time of recording, DOU was publicly trading on the ASX,...

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In this episode, we unpack Electro Optic Systems (ASX: EOS). It's a company whose core business is in operating in defence contracting markets, the space sector and, communications.&nb...

Welcome to the Equity Mates Summer Series of 202 brought to you by Superhero. Over 12 episodes we dive into some of Australia’s largest and most well-known companies, as selected by you, the Equity Mates community. In each episode we unpack: A company summary The industry Their competition The outlook and future plans Key financials Valuation For some of the companies, we've been lucky enough to g...

Well, we made it to the end of 2020! What a crazy year! When we did our bold predictions back in January, if you'd told us we would see the fastest crash and then the fastest recovery in history, we'd have laughed you out of the room. But here we are. In this episode, we go through our bold predictions of 2020, to see who came out on top. Thanks for all of your support this year. We couldn't have...

It's been 6 months since we launched the Equity Mates portfolio, so as we draw closer to the end of 2020 we wanted to review where it's at. In this episode, we take a look at the core portfolio, its performance, and review the current ETF structure. We also go through the winners and losers of the satellite portfolio, discuss the Bitcoin position, and what's to come in 2020. If you'd like to make...

Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management.  Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US.  She worked at Lehman Brothers, Coatue Management and was Head of Asia for Jeri...

Over three episodes, we’re going to be doing a Broker Basics with Superhero. We crowdsourced your questions from the Equity Mates Community and included a few of our own. We’ll be covering  Fundamentals of Brokers Choosing the right broker for you Making a trade and managing your portfolio. This is going to be your one stop shop for ALL of your broker questions. We’ve brought in an expert fro...

This episode is a 'must-listen'. Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and Tyro Payments. He has significant experience in developing fast-growing software and FinTech businesses. Along with co-founders Tom Cowan and Ben Gisz, Hamish has overseen TDM’s incredible track record, delivering 20%+ returns over the past 15 years...

In 2020 we've focussed on the Initial Public Offering process, and have spoken with a few CEOs and founders who have gone through the process with their company. Recently you may have noticed our friends at Plenti (formally RateSetter) not only did a brand change, but they also listed on the ASX. We brought in Ben Milsom (Chief Commercial Officer) and Glenn Riddell (Chief Operating Officer) to hel...

Steven is a director of the Australian Shareholders Association, a not for profit member based organisation, helping educate retail shareholders and advocate for them with listed companies and regulators. Prior to becoming a director of the ASA, Steven was a successful entrepreneur launching and scaling a footwear brand Vionic Group before being acquired in 2018. In this episode we discuss: Steven...

We last spoke with Paul in 2019, when COVID wasn't around, and the Australian technology sector was really picking up pace. We asked him back on the show because we wanted to know how he'd managed COVID, and what further investment opportunities it has presented Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with...

There's been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian stocks and free trades for Australian ETFs, putting the more-expensive traditional brokers on notice. At Equity Mates, one of our official policies is 'we hate fees', so we love any company working to make markets cheaper and more accessible. So we sa...