Equity Mates Investing Podcast

In these unprecedented times, when a lot of us are at home self-isolated or working from home, there's never been a better time to get stuck into some stock research. One of the best sources of company information are the reports that companies themselves release to the market.In this episode we unpack some of the key forms of company reports, and how to read them. In particular, we focus on a company's Annual Report - the go-to document for a lot of financial and business information.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.

Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you're ready to look, today's guest thinks he can show you a better way.We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work he is doing at Sharesight. After starting his career in the US and spending 5 years at stock research giant Morningstar, Doug joined Sharesight in 2013 and was promoted to CEO in 2015, where he has served ever since.We were actually introduced to Sharesight by the Equity Mates community, and in this interview we unpack what Sharesight offers over tracking your portfolio through your brokerage account or in a spreadsheet. We also get Doug's view on the current state of the market and unpack some of the lessons he's learnt through his career in finance.For Equity Mates listeners, Sharesight is offering the first two months free when you purchase an annual subscription. So if you're ready to gain a deeper insight into your portfolio, and discover an easier way to manage tax reporting, sign up today at: https://www.sharesight.com/au/equitymates/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.

One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing.In this episode we go through a number of practical ways you can invest if you feel like your life is too busy to pay the markets much attention.In this episode you will learn about:The importance of getting your money sorted first, before diving into the marketAutomation is keyHow you can think about superannuationAutomatic depositsDollar-cost averagingMicro-investing appsRobo-advisorsWant 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.

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times.In this short phone call, we check-in with Ilan Israelstam, co-founder of BetaShares, to get his view on what's happening, and how he is approaching it. Hosted on Acast. See acast.com/privacy for more information.

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times.In this short phone call, we check-in with Andrew Brown, who has some fantastic pieces of practical advice for us. Hosted on Acast. See acast.com/privacy for more information.

Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hosting Meaningful Money - a podcast, and education platform, to help 'make sense of your money'.This is an awesome episode - one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a mindset, and sticking to it. Pete talks us through some of the strategies that he encourages his clients to use, to build wealth over a long period of time - using passive, multi-asset investments.We also touch on:The main pillars of a portfolio you would establish for a 22 year old to add to over timeThe FIRE movementUsing leverage as a millennialReinvesting incomeGoal setting, and using stocks to achieve themCommon biases that people should avoidWe asked the Equity Mates community for questions for Pete, and have asked them throughout the interview.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.

We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it with the group. We also take the opportunity to get Julia's thoughts on the coronavirus and the effect that they're having on markets. (Important note: this episode was recorded on 24 February 2020. This was at the start of the market falls we have seen since).This month, the stocks discussed are:Lend Lease (ASX: LLC)JB Hi-Fi (ASX:JBH)Clover Corp (ASX: CLV)Please remember: Stocks discussed in this episode are not Buy/Hold/Sell recommendations. We are not aware of your personal financial circumstances and you should not trade on the back of any discussions you hear. When you invest your own money is at risk, do your own research, speak to your own adviser, and never blindly follow what you hear in the media.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.

Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that his investing journey started by exporting goat meat with a friend at university!Since then, Roger has gone on to craft his skills as a value investor over the last 30 years. He is the founder and Chief Investment Officer of Montgomery Investment Management, and preciously held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.We were honoured, and excited, to have Roger join us, to unpack some of his major stories, lessons, and strategies of his time in the markets.In this episode you will learn:How Roger came to be exporting goat meat at UniThe key elements to Roger’s investing philosophyThe importance of learning to value a business and how to think about market pricesWhy Roger focuses on Australian equitiesRoger’s outlook for 2020If Equity Mates received an invite to the Montgomery [Private] FundRoger was the Emerging Fund Manager of the Year 2016, and is author of best seller Value.Able: How To Value The Best Stocks And Buy Them For Less Than They Are WorthWant 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.

The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in context, the fall in the American market last week was the fastest since the Global Finance Crisis.So what to do when the market is panicked? When prices are falling? When there is so much uncertainty around what comes next?In this bonus podcast episode we break it all down, and:Discuss what has happened over the past week in major marketsPut the coronavirus in the context of previous disease outbreaksShare our personal strategies on how we're managing our portfoliosTouch base with some expert investors to get their thoughtsDiscuss the share price performance of some individual companiesWant 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.

Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at different points every year the business lets its owns (us) know how its going.In America most companies report quarterly (i.e. 4 times per year) and in Australia it is generally every 6 months (i.e. twice per year). As most Australian companies follow the financial year calendar (July to June), companies report their First Half Results (July to December) in February and then Full Year Results (July to June) in August.As we're right at the end of this February reporting season, we thought we'd release an episode sharing what we've been watching and how we approach reporting season. We also update on some themes and companies that caught our eye this time around. Hosted on Acast. See acast.com/privacy for more information.