Equity Mates Investing Podcast
Bryce's 51-page advice, Mr. Beat-Up's top turnaround stock & some Aussie house prices fall
Feb 5, 2025
In this engaging discussion, Mr. BeatUp, an expert in spotting undervalued stocks, shares his insights on navigating today's volatile market. They delve into the impact of Trump's tariffs on Australian companies and housing prices, offering a mixed outlook for buyers. Super Micro Computers gets a spotlight as they dissect its turnaround potential amidst recent challenges. The conversation also critiques alarming social media financial advice while humorously exploring the absurdities of contemporary wealth-building strategies.
31:49
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Quick takeaways
- The introduction of tariffs on Canada, Mexico, and China has adversely affected Australian companies, particularly those reliant on U.S. markets and manufacturing.
- Recent trends show falling house prices in major Australian cities, yet overall affordability remains low, presenting challenges for prospective buyers despite potential interest rate cuts.
Deep dives
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