Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series

12 snips

Dec 22, 2024

Geoff Wilson, Chairman and Chief Investment Officer of Wilson Asset Management, shares insights from his extensive career in finance. He discusses the successful growth of Wilson into ten listed investment companies and the unique valuation methods they employ. Listeners learn about the importance of management quality and earnings growth in investment decisions. Geoff also shares invaluable lessons for young investors, emphasizing the significance of understanding consumer trends and innovative charitable approaches.

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ADVICE

Staying Informed

To keep up with the market, actively read, listen, observe, and ask questions.
Gather information everywhere, from cab drivers to supermarket shelves, and observe trends.

ANECDOTE

Early Stock Market Interest

Geoff Wilson's father and grandfather inspired his early interest in stocks.
At 15, he noticed Cox Brothers trading at 1 cent, learned about leverage, and saw it disappear after going bankrupt.

ANECDOTE

First Investment & Job

Wilson's first stock purchase was Timor Oil and Gas at 10 cents, which doubled, teaching him about market volatility.
He bluffed his way into his first investment job, initially knowing nothing about key metrics like PE or EPS.

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Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Geoff, we're unpacking:

Geoff's journey in finance and founding Wilson Asset Management
The investment framework Wilson uses to pick a great investment
How Wilson Asset Management grew to 10 listed investment companies
How WAM values a company
A live valuation case study using Equity Mates Media as the example
The lessons Geoff would teach all young investors

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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Looking to start 2025 on the right foot?

Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

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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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