Equity Mates Investing Podcast

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community.We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.For this episode we are unpacking Gage Road Brewing Company. Australia's largest independent brewer, Gage Road is competing in the highly-competitive and heavily-concentrated Australian beer industry. With some recent acquisitions, including Matso's Ginger Beer, we look at Gage's prospects and question whether they are ready to compete with the brewing giants - Coopers, Asahi and Kirin.In this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown some key elements of their business modelhave a crack at a valuationclose with a fun factWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.For this episode we are unpacking Fluence Corporation, a company on the cutting edge of water treatment and reuse. The problem this company is trying to solve is huge - 75% of the world's population is currently experiencing water shortages and 80% of the world's wastewater is released without treatment. These are both massive problems to solve. In this episode we unpack whether Fluence could be the one to solve them.In this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown some key elements of their business modelhave a crack at a valuationclose with a fun factWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.For this episode we are looking at a Volpara Health Technologies (ASX: VHT). This company is on the forefront of breast cancer analytics and diagnostics and is trying to both (1) win the scientific argument over its techniques and (2) create a successful business.In this episode we:discuss what the company doesunpack the scientific debate around Volpara's technologytake a look at their financial position and financial summarybreakdown some key elements of their business modelhave a crack at a valuationclose with a fun factWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.For this episode we are looking at a Real Estate Investment Trust - Dexus Property Group. We unpack what a REIT is, and discuss the $31.8 billion worth of property that Dexus manages. We also discuss some of the unique financial metrics you can examine when researching REITs and why they matter.In this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown some key elements of their business modelhave a crack at a valuationclose with a fun factWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.For this episode we are looking at one of the hottest stocks on the Australian market, one of the fabled WAAX stocks - Appen. The company sells data sets to train artificial intelligence and machine learning algorithms and has seen their share price rise 85% in 2019.In this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown some key elements of their business modelhave a crack at a valuationclose with a fun factWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.Today we look at Rectifier. Rectifier specialises in developing and manufacturing high reliability and high efficiency power conversion products.In this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown key elements of their operationsget a history lesson from Renhave a crack at a valuationclose with a fun factWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.AVITA Medical is a publicly listed, global regenerative medicine company that provides a novel approach to skin regeneration.In this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown some key elements of their business modelhave a crack at a valuationclose with a fun fact Want more?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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.First to go under the microscope is Washington H. Soul Pattinson and Co (ASX: SOL). Its origins are in owning and operating Australian pharmacies, however, WHSP has expanded beyond pharmacy and today has a much broader investment portfolio encompassing investments in natural resources, building materials, telecommunications, retail, agriculture, property equity, investments and corporate advisoryIn this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown their key holdingshave a crack at a valuationclose with a fun factWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks - portfolio manager for Ausbil Investment Management's global small caps fund.In this interview we unpack why Toby prefers small companies and how he analyses potential investments. The best part of this interview was hearing Toby explain some of the companies he had invested in. We go deep and understand what he was seeing in these companies and what the results were.So if you want some really practical lessons from one of the best in the business, or you want to know which company Toby sees as the "next Google" then listen in.More information about Toby, his fund and Ausbil Investment Management can be found on Ausbil's website here.Want more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd.Most Australians will known Chris for his exploits on the football field, ending his career as an all-time legend. Fewer Australians will know Chris for his career post-football. That is what we get into in this conversation.Chris has established himself as a notable micro-cap investor. Micro-cap's are smaller than small caps - the smallest of the small public companies. In this episode we unpack how Chris got interested in this area of the market and how the investing process differs from investing in bigger companies. At the same time, Chris also hosts an investing podcast and YouTube series (links below), and we unpack the lessons he's learnt speaking to some of Australia's best fund managers.In this episode you will learn:How Chris got interested in investing and balanced this interest with playing footyWhy Chris banned himself from reading the AFR on game dayThe definition of a micro-cap stockHow the Australian micro-cap sector compares to the rest of the worldChris' process for investing in micro-cap stocksThe lessons Chris has learnt from interviewing some of Australia's best fund managersAny traits he's noticed that are common amongst themStocks & Resources Discussed:Chris' series Talk Ya Book - YouTube & WebsiteWant more? 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://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.