Equity Mates Investing Podcast

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this ep...

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this ep...

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this ep...

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this ep...

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this ep...

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this ep...

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this ep...

We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Today we look at Rectifier. Rect...

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. AVITA Medic...

This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. First to go under the...

In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks - portfolio manager for Ausbil Investment Management's global small caps fund. In this interview we unpack why Toby prefers small companies and how he analyses potential investments. The best part of this interview was hearing Toby explain some of the companies he had invested in. We...

In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd. Most Australians will known Chris for his exploits on the football field, ending his career as an all-time legend. Fewer Australians will know Chris for his career post-football. That is what we get into in this conversation. Chris has established himself as a notable micro-cap in...

Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies. In this interview we talk about the opportunity that exists in investing in small caps and how Matt got interested in investing in them. We discuss his investing process, including how his research takes him around Australia (and to more than a few mines!). Mat...

Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock? Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode we break down what we've learnt over the past 3 years of this podcast. In this episode you will learn: The different types of value investors talk about: enterprise valu...

In this episode we head across the world and speak to our first UK-based guest. Andy Hart is a financial advisor and founder of Maven Money, one of the UK's leading personal finance media platforms. We talk about the financial advice industry in the UK, how investors should manage risk and how we can all make smarter decisions. In particular, we talk about cognitive biases and the steps investors...

As 2019 is drawing to a close, and the Equity Mates team look to have a break (don't worry, we've got some cracking eps lined up for summer), it's time to review the all-important 2019 bold predictions that we made at the start of the year. With a beer for each correct prediction on the line, the stakes could not be higher. Who will come out on top?! In this episode, we go through each prediction,...

In this episode we're joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate about helping Australian's achieve financial independence. This episode is a little different. Rather than a straight interview - we turn the mic's around and have a broader conversation with Paul. We talk about the goal of achieving financial indepen...

Last episode of the month means we answer your questions. Tune in as we answer everything from how you can set up trading alerts to how you can set up your retirement. From thinking about ethical investing to thinking about ETF risk. We also answer the age old question - where in the world is Julia Lee. Hosted on Acast. See acast.com/privacy for more information.

With Ren off in Fiji, we've decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. -------- Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned valu...

With Ren having to duck off to Fiji last-minute, we didn't want to risk a dodgy internet feed from his beach-side bungalow. So we've dusted off an old, all-time classic episode that we thoroughly enjoyed. It's an interview with Meir Statman - an expert in behavioural finance. We can't talk about this stuff enough. Understanding how your emotions work in relation to markets, and how they can impact...

Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process. However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what he has to say has been turned into classic one-liners,...

Right back at the beginning of Equity Mates we started a 'Stock of the Week' segment and used it as an opportunity to start building a hypothetical portfolio. Now we know paper trading is nothing like the real thing, but the portfolio was designed to help us practice our research process, try new things, and share it with you all! In this episode, we take a trip down memory lane. Despite taking th...

Home country bias (where you only buy stocks in your home market) is an important trap to avoid. Australian investors in particular need to break out of the ASX bubble. The opportunity set is just so much larger overseas (Australia represents ~2% of the global share market). So in this episode we set out to understand what stocks are being bought and sold in the world's largest share market - the...

One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreement amongst the panel (in particular on investing v trading, and on short-selling) there was general agreement that leverage can be a useful tool for young people investing with a long time horizon. Leverage is simply the act of investing with someon...

The last episode of the month, means once again we open up our mailbag and answer your questions! In this episode we answer questions on: • Ethical investing apps • Investing on crowdfunding platforms • NZ Index Funds & ETFs • Dollar cost averaging v Investing all at once • Value investing & Warren Buffett • Investing in Australian banks • Stock screeners & backtesting tools • Accessin...