Equity Mates Investing Podcast

It's been 6 months since we launched the Equity Mates portfolio, so as we draw closer to the end of 2020 we wanted to review where it's at.In this episode, we take a look at the core portfolio, its performance, and review the current ETF structure. We also go through the winners and losers of the satellite portfolio, discuss the Bitcoin position, and what's to come in 2020.If you'd like to make a stock pitch for the portfolio in 2021, feel free to hit us up through our social channels, our website or email.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.

Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management. Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US. She worked at Lehman Brothers, Coatue Management and was Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York. Qiao was a presenter at the 2020 Sohn Hearts and Minds conference where she pitched Shenzhou International.In this episode, we discuss:The incredible story of Qiao's first investmentWhat is was like working at Lehman Brothers during the GFCThe investing philosophy at Cooper's InvestmentWhy Asia is a focus for opportunity for QiaoThe investment thesis for Shenzhou InternationalPlus so much more!If you'd like more information on Cooper Investors, click here.If you'd like access to all the Sohn Hearts and Minds conference stocks, you can through the HM1 LIC.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.

Over three episodes, we’re going to be doing a Broker Basics with Superhero. We crowdsourced your questions from the Equity Mates Community and included a few of our own. We’ll be covering Fundamentals of BrokersChoosing the right broker for youMaking a trade and managing your portfolio.This is going to be your one stop shop for ALL of your broker questions. We’ve brought in an expert from Superhero to help us through it all.Make sure you subscribe to Get Started Investing so you don't miss the launch! Hosted on Acast. See acast.com/privacy for more information.

This episode is a 'must-listen'.Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and Tyro Payments. He has significant experience in developing fast-growing software and FinTech businesses. Along with co-founders Tom Cowan and Ben Gisz, Hamish has overseen TDM’s incredible track record, delivering 20%+ returns over the past 15 years.We were also joined by Rory Lucas who is the Chief Investment Officer for the ASX-listed company Hearts and Minds Investments (ASX: HM1). Hearts and Minds is a unique listed investment company that draws on the investing expertise of the Australian investing community to give back to charitable causes.Hamish recently pitched at the Sohn Hearts and Minds Conference. It was an amazing pitch, where he put forward Slack as his high conviction stock.We asked Hamish to join us, to unpack his thesis and the work he is doing at TDM and Hearts and Minds as a core portfolio manager. We also had Rory in to give us a wrap-up of the conference of 2020.In this episode we discuss:Rory's thought on the conference for 2020, and the themes that emergedHamish's journey in taking TDM from $1 million under management to over $1 billionWhy it's important for Hamish and TDM to participate in the Sohn Hearts and Minds ConferenceThe investment thesis behind SlackWhy he was 'sad' to hear about the Salesforce announcementWhat other high conviction stocks are in the portfolioPlus, lots more!If you want to see Hamish's pitch, click here.For more information on Hearts and Minds Investment, click here*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.

In 2020 we've focussed on the Initial Public Offering process, and have spoken with a few CEOs and founders who have gone through the process with their company.Recently you may have noticed our friends at Plenti (formally RateSetter) not only did a brand change, but they also listed on the ASX.We brought in Ben Milsom (Chief Commercial Officer) and Glenn Riddell (Chief Operating Officer) to help us unpack the process they went through, and what is next for Plenti.In this episode we discuss:The background of Ben and Glenn, and how they both came to be co-founders of PlentiWhat it was like inside the room when they decided they wanted to do an IPOThe process they went through to prepare for the IPOThe decision to rebrandWhy they've introduced a rate capWhat life is like in the public marketsPlus much more!To celebrate Plenti funding $1 billion in loans, new investments in the 5 Year Income lending market until 23 December can earn up to 7.2% p.a. ! Read the PDS at www.plenti.com.au before investing.T&Cs here: https://www.plenti.com.au/terms-and-conditions/5-year-christmas-bonanza/See important information about returns and investing on the Plenti website. https://www.plenti.com.au/equitymates.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.

Steven is a director of the Australian Shareholders Association, a not for profit member based organisation, helping educate retail shareholders and advocate for them with listed companies and regulators. Prior to becoming a director of the ASA, Steven was a successful entrepreneur launching and scaling a footwear brand Vionic Group before being acquired in 2018.In this episode we discuss:Steven's background in entrepreneurshipSteven's investing philosophyThe purpose and role of the Australian Shareholders Association (ASA)The key focus areas of the ASAThe role of a company mointorPlus, much more!If you'd like more information on ASA, head to their website.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.

We last spoke with Paul in 2019, when COVID wasn't around, and the Australian technology sector was really picking up pace. We asked him back on the show because we wanted to know how he'd managed COVID, and what further investment opportunities it has presented Bailador.Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch). Paul is co-founder and partner of Bailador - specialist investor in IT and Media. Paul is also Director of SiteMinder, Straker Translations, Stackla, the Rajasthan Royals IPL cricket franchise, and ASX listed Vita Group Limited.In this episode, we discuss:Why Paul investsHow Bailador navigated COVIDHow they are now trying to find value and price companiesIf Bailador's investing universe has changedWhere there might be new opportunities in the Australian technology sectorTrends to expect to see play out in 2021Bailador is a specialist investor in media and technology. They're listed on the ASX under BTI.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Hosted on Acast. See acast.com/privacy for more information.

There's been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian stocks and free trades for Australian ETFs, putting the more-expensive traditional brokers on notice.At Equity Mates, one of our official policies is 'we hate fees', so we love any company working to make markets cheaper and more accessible. So we sat down with the co-founder and CEO of Superhero, John Winters, to hear about his journey of starting Superhero and where he sees the company going.If you want to learn more about Superhero, check out their website here.———Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.———Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.———Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

It was great to have Jess Amir back on the show. Jess is a Market Analyst at Bell Direct.We had Jess on in June 2020, and we invited her back to review her bold predictions, to share some lessons from 2020, and to provide us with some thoughts on what is to come in 2021.in this episode, we discuss:The bold predictions, and how they have stacked upWhat Jess learnt about markets during 2020, and from COVIDTrends seen in 2020Sectors to watch in 2021———-Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.———-Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

Equity Mates Media is excited to be launching a new show for the Equity Mates Community.Comedian V Economist is everything you've wanted to know about the economy but are too bored to ask.In this bonus episode, we sit down with the two hosts - brothers comedian Adam and Thomas the economist. We hear about the reasons for starting the show, their ambitions and what we can expect from the first couple of episodes.Make sure you subscribe to the podcast by searching 'Comedian V Economist' in your podcast player now.———-Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.———-Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.