Equity Mates Investing Podcast

We're joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he's nearly 20 years’ experience investing in emerging markets. The theme of this chat is about the global supply chain shift, and does a stock deep dive on two companies: KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico (Latam - Mexican Airports). For more information - Fidelity Global Emerging Markets Fund (ASX: FEMX) Fidelity India FundIf you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us 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 Fidelity. *****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.

Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the psychology of investing, alongside a stock deep dive on Mineral Resources and PWR Holdings. If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here. This episode contains sponsored content from Airlie Funds Management. *****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. *****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.

Fresh episode of Buy or Sell featuring Adam Keily. This week he's joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks she's adding to her order pad, and those she's marking for the buy pile. Remember, you can track our calls on the tracking page here. We'd love to get your feedback on these pods - so make sure you're sending us an email to contact@equitymates.com with your thoughts! If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us 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. *****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 went to the Hearts and Minds conference on Friday, and once again, we've drafted the stock picks! Come across to the Equity Mates Facebook Discussion group to tell us who's choices you think are going to end up on top in 12 months time...The speakers and the investments they pitched:Ricky Sandler: Ashland Global (long) and Canon (short)Rikki Bannon: Telix PharmaceuticalsTom Naughton: Swire PacificJeremy Bond: NexGen EnergySteven Marks: Guzman Y GomezDan Loeb: Bath and body worksMartin Hughes: UnicreditAshish Swarup: AIA Insurance (Hong Kong)Jun Bei Liu: Mini SoChris Kourtis: ResmedAngela Aldrich: Lamb WestonSharif el Khazen: Games WorkshopRavi Chopra: Webster Financial CorpCathie Wood: GBTC - Greyscale BitcoinKieran Moore: WiseIf you want to go beyond the podcast and learn more, check out our accompanying email. *****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. *****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.

Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management. He's pitching a stock at the Hearts & Minds conference, and ahead of his appearance he joins us to discuss emerging markets, and two stock deep dives - Uni-President Enterprises Corporation and Kotak Mahindra Bank. There's a 20% discount available exclusively for the Equity Mates Community.*Which means the Hearts and Minds conference ticket price for Equity Mates Community: $400*Ticket Link: https://hubs.la/Q024hRFk0 Discount Code: EQUITYMATES2023If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us 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. *****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.

Adam's back with another Buy or Sell - this time joined by our colleague, Felicity Thomas from Talk Money To Me. To check out the performance of her recommended stocks, have a look here. We want your feedback on this series, and whether we continue it into next year. Send us your feedback to contact@equitymates.com. If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us 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. *****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.

Not to leave Bryce with all the fun property chat, Ren has also gone and bought a house! We chat about how he's gone with that process, answer a listener question talking about dividend stocks and look at the bottom drawer shares that *could* be discounted at the moment. If you want to go beyond the podcast and learn more, check out our accompanying email. Check out our Movember fundraising here as well. And as always, hit us up at ask@equitymates.com if you've got a question! *****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. *****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.

Tom Naughton is Managing Partner and CIO at Prusik Investment. Today he chats to us ahead of his appearance at the Hearts and Minds conference this year, and brings two stocks for a deep dive - First Pacific (based in Hong Kong), and Nexus Select REIT (based in India).Remember, use the promo code: EQUITYMATES2023 to access the 20% discount available exclusively for the Equity Mates Community. Ticket price for Equity Mates Community: $400Ticket Link: https://hubs.la/Q024hRFk0If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us 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. *****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 week on Buy or Sell; Adam Keily, one half of Comedian V Economist, sits down with Andrew Page, the founder and Managing Director of Strawman.com.10 stocks, one choice; Buy or Sell. This series will roll out over the next 5 weeks.Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/If you want to go beyond the podcast and learn more, check out our accompanying email.*****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. ***** Hosted on Acast. See acast.com/privacy for more information.

Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick. Equity Mate Will writes through with a question about leveraged ETFs which has really got us thinking, and as usual we do a round up of the news and views that's got our attention.Our Movember campaign is here. Come say hi to us at our links here.If you want to go beyond the podcast and learn more, check out our accompanying email.*****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. *****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.