Rule 5: Seek Great Companies

We’re continuing our 2026 Essentials series with the seven rules of great long-term investing: the principles Bryce and Ren come back to every year, no matter what markets are doing. They break down the habits, mindsets and structures that matter most if you want to build wealth over decades, not chase fads or headlines.

In this episode:

02:13 Rule #1: Always think long-term

03:23 The Lehman Brothers example

04:40 Rule #2: Your savings rate matters more than returns

05:22 Why small changes compound

07:25 Rule #3: Diversification

08:32 Rule #4: Keep costs low

09:10 The Buffett fee example

13:29 Rule #5: How to look for great companies

16:21 Rule #6: Fads fade, competitive advantages last

18:18 Buffett “moats” and Helmer’s Seven Powers explained

21:36 Rule #7: Why automation beats willpower

Want to go deeper? We’ve put together our Equity Mates Summer Reading List, featuring many of the books and thinkers that shaped our seven rules: https://x40s1z0ymjt.typeform.com/e

Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.

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Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

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Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Track your portfolio with Sharesight

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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 respect to all Aboriginal and Torres Strait Islander people today. 

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Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

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