Equity Mates Investing Podcast

Emilie O'Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ).In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually end in her portfolio.In this episode, you will learn:The story of Emilie's first investmentWhat the Future Impact Small Caps Fund is, andWhat the fund is trying to achieveHow Emilie and eInvest define ESG and the difference between a dark green and light green companyAbout negative and positive screening, and exclusion listsThe research process Emilie follow to uncover stocksThe key characteristics they look for in small cap stocksPlus much, much more!For more information about what was discussed in this episode, head to www.einvest.com.au/equitymates———————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.

Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months.The company recently released a share purchase plan (aka capital raising) to the market - selling shares at $66 per share. With a lot of questions in our Equity Mates community around this capital raising, we called Andrew Brown to get his thoughts on the company and the capital raising.Andrew Brown is the Executive Director of East 72 Holdings, an NSX-listed LIC, and a favourite expert for us here at Equity Mates. He always has interesting opinions and great insights into what's happening in markets, so we thought there was no one better to get on the phone for a quick bonus episode. Hosted on Acast. See acast.com/privacy for more information.

In today's episode we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio.In this episode you will learn:The principles of a 'core and satellite' portfolioOur investing philosophy for our core portfolioThe rules we will be applying for this portfolioHow we are thinking about portfolio construction and rebalancingSome key asset classes that can be included in a core portfolioExamples of core portfoliosThe first six ETF's we will be holding in our core portfolioWhen listening to this episode it is important to remember that nothing discussed forms specific investment advice or an offer to buy, hold or sell individual securities. We are not investment advisors and are not aware of your personal financial circumstances or goals. The discussions are general in nature and are had for the purposes of financial education. Before investing please ensure you do your own research, reach the PDS available and speak to a financial advisor if you have any questions.———————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.

We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book 'Shareplicity - A Simple Approach To Share Investing', which we found to be a great read.Danielle trained as a share equities analyst in the late 1980s, before relocating to London in the 1990s where she transitioned her expertise to Institutional Emerging Markets. Danielle has worked in senior positions at some of the world’s most prestigious investment firms, advising global investment companies. Since arriving back in Australia in 2003, Danielle has used and expanded her skills for her own investment portfolios covering the Australian and US markets.She has taken this experience, and Shareplicity strips it all back to the basics. In this episode you will learn:Three financial indicators to use when researching a companySome red flags to be aware of when looking at a company's financial positionHow to think about dividends as a millennial investorThe signs that a stock is a 'game-changer'Why a set-and-forget strategy isn't always sensible3 stocks on Danielle's watchlist that are exciting herPlus much more!———————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.

Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines.In this episode we revive the hypothetical portfolio. It's been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well as some that have done very well. We also use this episode to introduce you to the idea of the Equity Mates Portfolio.Over the next few months we want to build the portfolio with your help. We'll be setting some rules of engagement, and then reaching out to the Equity Mates community to help add stocks to the portfolio. We'll also be building a 'core' portfolio of ETFs and index funds that we can use to track performance.To submit your ideas, hit us up via email, or our social channels.———————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.

In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We saw the fastest market drop in history, and have now witnessed the fastest recovery in history as well. We wanted to know what were the stocks that were hot, and the ones that were not, during this period in the States. Matt had some data to help us unpack this.Surprisingly, some of the big stocks dominated - Tesla, Apple, etc - however there were a few interesting ones in there as well.If you want to sign-up to Stake, they're giving away a FREE stock once you do, and fund your account. You could get Nike, Dropbox or GoPro, for FREE! Use EQUITYMATES when you sign-up.---------------------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.

From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way - signing up to a broker. With so many options available these days it can be difficult to know where to start. Even for experienced investors, the industry is constantly changing, making it hard to know if there is a better option out there.So given there have been some new entrants in the Australian market and some incumbents have updated their models and pricing, we thought it was time to go back to basics and do a deep dive on brokers.In this episode you will learn:The different types of brokers availableHow Bryce and Ren think about choosing a brokerThe key factors to consider when choosing a brokerPoints of difference between brokers in AustraliaThe brokers that Bryce and Ren use personally, and whyWe then unpack some of the most common 'investor types' and give our opinion on the most suitable broker. These include:Looking for the cheapest option to buy stocksLooking to buy international stocksWanting to dollar-cost averageLooking for all the bells-and-whistlesAfter a community of investorsWanting to buy more than just stocksDay tradersIf you're after more information on brokers, we've set up a page dedicated to choosing a broker. Head to www.equitymates.com/brokers_______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 an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography 'A Bigger Picture', and there were some incredible stories in there about his time in finance before he got into politics.In this episode, we unpack 'Malcolm the investor', to get an insight into his life as an incredibly successful lawyer and then investment banker.In this episode we discuss:Malcolm's thought's on Australian property, FAANG stocks, and bitcoinMalcolm's incredible defeat of the British Government as a lawyer in 1986, aged 32The transition from law to financeThe establishment of Whitlam Turnbull & Co - Malcolm's investment bankInvesting in Siberian goldWhat it was like to establish an investment bank four months before the 1987 crashThe story behind the successful OzEmail investmentKey areas of opportunity for Australia in the coming years_______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.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/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show.In this episode we answer questions on:Slater + Gordon's recent performanceThinking about your superannuation during COVIDDividend reinvestment plansDeciding on what broker to useThe impact of Reserve Banks printing money and cutting interest ratesInvesting in your circle of competenceShare registriesInvesting in the US and completing the W8-Ben formThe US presidential election and its impact on marketsInvesting in emerging marketsWater as an investable assetInvesting on behalf of your childrenIf you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.----------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.

We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan's High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies. We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. So we asked him to come back on the show and share his specific thesis for three stocks he currently holds.In this interview, Chris shares:His thoughts on the market's rebound from the COVID-induced crashHow Magellan responded in the early days of the pandemicHow he is thinking about investing during the market's recoveryA deep dive on three specific stocks: Facebook, Visa and Tencent----------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.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/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.