Equity Mates Investing Podcast Tesla's biggest quarter yet, what stocks are experts buying & Luke Laretive is back for Pimp my Portfolio
12 snips
Oct 26, 2025 Luke Laretive, an investment expert from Seneca, returns to provide insightful portfolio advice. The discussion kicks off with Tesla's record-breaking Q3 deliveries amid controversy surrounding Elon Musk's ambitious $1 trillion pay package. Laretive elaborates on volatility drag when leveraging ETFs and offers strategies for managing regional exposures in portfolios. The conversation also highlights major stock moves from top investors, including significant buys in NVIDIA and Amazon, emphasizing the importance of focusing on robust, well-known opportunities.
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WA Trip: Whale Sharks And Giant Mines
- Ren returned from WA and recounted swimming with whale sharks and seeing massive Pilbara iron ore mines.
- He used the trip to highlight scale and reminded listeners mining operations remain massive despite recent share price weakness.
Tesla Still An EV And Energy Story
- Tesla remains primarily an EV and energy company despite bullish talk about robots and robo-taxis.
- Financial strength cushions risk but future value depends on achieving those speculative technological milestones.
Huge Pay Package Sparks Shareholder Backlash
- Elon Musk pitched a $1 trillion stock pay package with extreme milestones that would massively dilute shareholders if approved.
- Proxy advisers like ISS called it "astronomical dilution," prompting Musk to lash out on the call.