Buy or Sell: Nick Guidera - DroneShield, Temple & Webster, Nuix & more

16 snips

Apr 14, 2025

Nick Guidera, a Portfolio Manager at Eley Griffiths Group, joins to delve into exciting investment opportunities. They discuss Temple & Webster's strategic advantages in the retail sector during economic challenges and analyze Genesis Minerals, touted as a strong gold investment amid market uncertainties. The conversation also highlights DroneShield and Auckland International Airport, examining their potential despite current challenges. Guidera shares insights on navigating the complexities of investing in the Australian and New Zealand markets, blending humor with strategic analysis.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ADVICE

Temple & Webster Investment

Consider Temple & Webster (TPW) as an investment opportunity.
They are well-positioned to benefit from the increasing shift to online shopping for furniture and homewares.

INSIGHT

Mesoblast Risk Assessment

Mesoblast (MSB) is a biotech company with a high market cap but limited revenue.
Their funding needs in uncertain market conditions pose a risk.

INSIGHT

AFG Business Model

AFG is a mortgage aggregator benefiting from the shift towards mortgage brokers.
Their business is sensitive to interest rate changes and housing market conditions.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group.

Here are some of the names Adam and Nick cover in today's episode:

Temple & Webster (TPW)
Mesoblast (MSB)
Australian Finance Group (AFG)
Iperionx (IPX)
Genesis Minerals (GMD)
DroneShield (DRO)
Auckland International Airport (AIA)
Nuix (NXL)
Generational Development Group (GDG)
Macquarie Technology Group (MAQ)

And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).

In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.
In their most recent episode they spoke about Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn

—------

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.

—------

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.

Hosted on Acast. See acast.com/privacy for more information.