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 numberHow much we should be investing while youngBalancing investing inside of superannuation and outside of itHow young people can keep momentum with...

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 monthsWhat investors that own an ASX200 ETF need to doThe 9 enquiries into supermarket price gougingSome of the numbers behind Aussie supermarkets and how they compare to their international...

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 investorsThe practical ways to break out of your home country bias and invest globallyA 101 on portfolio construction Some general...

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 BoeingWhy compounding really is the 8th wonder of the worldSpeccy Magee returns to unpack the world of crypto speccies, including DogWifHat Resources discussed:  Pick up tickets for our...

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...

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 AustraliaWhat happens if TikTok gets banned or sold in the USWe reveal the top 5 ASX stocks of the past decade...

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 highsThe 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 BrycePick up our book Don’t Stress Just InvestAll of our company data comes...

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 NYUKey concepts of...

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 Same as...

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 PinterestWhat to do when you receive a letter from a share...

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? Fill out this form.  Want...

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 SurveyRowan Street Capital LetterAce River Capital LetterReddit r/SecurityAnalysisPodcast episode with Yaron Naymark on RCI HospitalityFacebook 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 our...

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 up via our...

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 SurveyFacebook Discussion GroupGet in touch with Luke Want to ask a question or join us on the podcast, hit us up via our website.  —------ Want to keep learning? Check out the...

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 Investing is a...

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 yearSam 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 segment:...

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 SurveyVideo of OpenAI's new text-to-video product SoraEquity Mates Facebook Discussion GroupBen Thompson's thoughts on Apple's Vision Pro (scroll...

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.   In this episode we hear why Andrew thinks: Parts of the market are starting to look like a bubbleWhere Elon Musk will be by the end of the year The three areas of the market that Andrew sees opportunity Another professional sports team is likely to list on the share marketWhy Australian small caps are primed for a big year … and plenty more Links mentioned: 2024...

We’re back for 2024! And we’ve got a lot to catch up on.  In this episode we: Cover what happened over the break (both in our lives and in markets)Share our bold predictions for the year ahead Each pick our stock of the year Links mentioned: 2024 Community Survey —------ 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 Investing is a free course that covers all the basics...

Welcome to the Equity Mates Summer Series, over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. AutoZone, Inc., the leading American retailer in aftermarket automotive parts and accessories, stands as the largest of its kind in the United States. Specialising in auto parts retail with its own private label brands, AutoZone boasts a robust network of 7,140 stores spanning the United States, Mexico, Puerto Rico, Brazil,...

Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Today we're talking about Lowes - not to be confused with Australia's Lowes - this is a hardware giant listed over in the US. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States. As of Oct. 28, 2022, Lowe's...

Correction [02:25]: Mineral Resources has recently noted the total purchase price for the Bald Hill lithium mine will be higher than the $260M referenced in this episode and by the AFR." Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Mineral Resources Limited (MIN), an Australian company, specialises in diversified...

We're in the midst of our Summer Series. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. This episode it's Corporate Travel Management Ltd, a travel management company, originated in Australia and has since expanded its operations to include the United States and the United Kingdom. In 2020, the company entered the North American market through the acquisition of Travel & Transport, a TMC based in Omaha....

This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement. The company operates in three primary sectors: Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia.Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors.Convenience...

Altium Limited is an American - Australian multinational software company that provides electronic design automation software to engineers who design printed circuit boards. So if you're unfamiliar, think of a microchip, with all the little wires and transistors on it, this software helps design those. As you can imagine, it's applicable to many, many industries. To break down this company today, we're joined by Jun Bei Liu - Portfolio Manager at Tribeca Investment Partners. The Equity Mates...