Equity Mates Investing Podcast Why housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke Laretive
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Jun 4, 2025 In this episode, Luke Laretive, an investing expert known for his portfolio reviews, discusses the enduring rise in Australian housing prices, driven by a projected shortfall in supply. He also dives into the challenges facing the Australian mining sector, particularly the impacts of reduced demand for lithium and iron ore. Listeners get valuable insights on stock strategies, emphasizing the importance of emotional intelligence in investing. Plus, a fascinating review of Generation Development Group highlights its relevance in the current market landscape.
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Australia's Housing Supply Shortfall
- Australian housing supply will continue to undershoot government targets, signaling ongoing tight market conditions.
- Mortgage pre-approvals are rising, indicating increased buyer demand despite constrained supply.
Avoid Macro Narratives in Stock Picking
- Avoid picking stocks based on broad macro narratives that are widely known; these offer no valuation edge.
- Focus on financial metrics and valuation compared to peers to find genuinely good investments.
Specialize Before Generalizing
- Narrow your stock universe to a small sector you deeply learn and understand.
- Become a specialist in that sector before trying to be a generalist in investing.