Equity Mates Investing Podcast A looming threat for REA and Domain, Bryce argues "banks aren't boring" & we answer your Super questions
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Oct 1, 2025 This discussion kicks off with a massive $55 billion buyout of Electronic Arts, revealing how shareholder perspectives shape such deals. The hosts then dive into the rising threat of off-market property sales for major real estate platforms. They also explore South Korea's exciting competitive crypto trading events with a gambling twist. Later, they tackle super fund questions, comparing SMSFs and their alternatives, while shedding light on the impressive performance of the global banks ETF and the implications of deregulation on bank revenues.
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Listed Companies Are Shrinking
- Private equity takeovers are removing high-value companies from public markets, limiting broad investor access.
- That reduces the number of listed companies and may worsen wealth inequality over time.
EA Buyout Sparks Shareholder Debate
- Ren and Bryce discuss Electronic Arts being taken private in a $55 billion deal led by Jared Kushner, Saudi PIF and Silver Lake.
- Bryce notes shareholders get a 25% premium at $210 per share, sparking debate over short-term gain versus long-term opportunity.
Off-Market Sales Threaten Listing Portals
- Off-market property sales are rising and threaten listing portals' dominance as agents and buyers' agents bypass platforms.
- REA and Domain face pricing pressure if off-market trends continue and listing fees are challenged.