Equity Mates Investing Podcast

We're in the midst of our Summer Series. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. This episode it's Corporate Travel Management Ltd, a travel management company, originated in Australia and has since expanded its operations to include the United States and the United Kingdom. In 2020, the company entered the North American market through the acquisition of Travel & Transport, a TMC based in Omaha. Notably, the company manages a hotel booking portal for individuals returning to the U.K. as part of the government's Hotel Quarantine Program, successfully processing over 1.5 million transactions. To help us break it down, we're joined by Scott Phillips, the CIO at The Motley Fool. The Equity Mates Summer Series is proudly supported by CommSec. The beauty of investing is you don’t need a degree to get started and to be successful. You can educate yourself. CommSec has a rich library of resources for you to stock up on tips and tools to help you find and research a stock and understand the stock market.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement. The company operates in three primary sectors:Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia.Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors.Convenience & Mobility, managing retail petrol stations across the country.Our guest expert is Oscar Oberg, a seasoned professional, who's the Lead Portfolio Manager at Wilson Asset Management. The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn’t enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Altium Limited is an American - Australian multinational software company that provides electronic design automation software to engineers who design printed circuit boards. So if you're unfamiliar, think of a microchip, with all the little wires and transistors on it, this software helps design those. As you can imagine, it's applicable to many, many industries. To break down this company today, we're joined by Jun Bei Liu - Portfolio Manager at Tribeca Investment Partners.The Equity Mates Summer Series is proud to partner with CommSec, the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.You could win $500 by filling out our EM Community Survey. Click here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec*****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

InMode develops, manufacturers, and markets devices harnessing novel radio-frequency (RF) based devices that strives to enable new emerging surgical procedures as well as improve existing treatments. We're joined by Tobias Carlisle, Principal at Acquirers Funds, who helps us explain what InMode does, tells us which metrics matter and which ones don’t, and where the company is trying to build a sustainable competitive advantage. The Equity Mates Summer Series is proudly supported by CommSec, the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Dropsuite Limited, founded in 2011 as Dropmysite, is a Singapore-based software platform specialising in cloud backup, archiving, and recovery services, catering primarily to business continuity and compliance needs of large companies, not personal devices. The company's journey began when founder John Fearon, seeking a backup solution for his business website, raised $300,000 on a Singaporean TV show, leading to the development of services like Dropmymail for email backup and Dropmymobile for smartphone backup. In 2016, the company rebranded to Dropsuite and made its debut on the Australian Securities Exchange (ASX) through a backdoor listing in December of the same year. Our Equity Mates Expert of the Year, and Ren's mentor, Andrew Page, joins us to chat through the thesis for and against the company.The Equity Mates Summer Series is proudly supported by CommSec, the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Orora Group, established as Australian Glass Manufacturers in 1949, has evolved into a global leader in packaging manufacturing, distribution, and visual communication solutions. Expanding from its initial focus on glass bottles and jars, Orora diversified into metal cans and plastic containers in the 1960s and 1970s, and later acquired companies like Amcor Limited and Orora Packaging Limited. In 2013, the company rebranded to Orora Limited, reflecting its broadened scope and commitment to innovative packaging solutions. We're joined by Anna Milne, from Wilson Asset Management, (who's quickly becoming our resident packaging expert) to go into this deep dive on the company.The Equity Mates Summer Series is proudly supported by CommSec. The beauty of investing is you don’t need a degree to get started and to be successful. You can educate yourself. CommSec has a rich library of resources for you to stock up on tips and tools to help you find and research a stock and understand the stock market.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its largest, generating $283.53 billion in revenue, largely driven by Google Ads and YouTube, which accounts for approximately 11% of Google's revenue. Google Cloud, offering a suite of cloud computing services, contributed $26.28 billion to Alphabet's revenue, highlighting its growing presence in the cloud sector. We chat about Alphabet - I mean, do we really need to give it an introduction? But then a returning Equity Mate favourite, Mary Manning, also joins us to unpack the company.The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn’t enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

Landstar System, Inc. is revolutionising the American trucking industry by operating as a unique marketplace, connecting a fragmented network of over 50,000 independent truckers with hundreds of thousands of businesses needing freight services. Unlike traditional trucking companies, Landstar does not own trucks; instead, it relies on a decentralised network of 1,200 independent agents who work on commission, facilitating efficient and flexible freight solutions. We chat about our thoughts on the company, before we're joined by Will Dowd from Fairlight Asset Management, who gives his ideas!The Equity Mates Summer Series is proud to partner with CommSec, the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.If you want to go beyond the podcast and learn more, check out our accompanying email.Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

We're launching into our 2024 Summer Series - an Equity Mates tradition! This year we're kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs). The company has seen a significant demand for its H100 chip, with a waiting list exceeding six months despite its $40,000 retail price. The company's stock value has impressively surged by 240% this year, marking a 1,000% increase over five years and an astounding 10,000% since 2014. We talk about what we know about the stock, before bringing in Kieran Moore from Munro Partners, who helps us dig into the facts and figures.The Equity Mates Summer Series is proudly supported by CommSec, who make it easy to tap into the world’s leading share markets. We’re covering plenty of global stocks in this series that are likely to get you excited, and CommSec has 13 international markets available, from the US, to Norway, Germany and Japan. Get the access you need as a global investor. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.If you want to go beyond the podcast and learn more, check out our accompanying email.Buy a copy of Don’t Stress, Just Invest now. Click here. Also, our 2024 community survey is now live. Click here to fill out the details and win! T&Cs are here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

The hosts review the year in investing and announce the winners of the Equity Mates Awards. They discuss news about inflation and interest rates. The winners of the Equity Mates Awards for Guest of the Year and Platform of the Year are announced. The top investing themes of the year are revealed, with artificial intelligence taking the lead.