Equity Mates Investing Podcast

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.

Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies.In this interview we talk about the opportunity that exists in investing in small caps and how Matt got interested in investing in them. We discuss his investing process, including how his research takes him around Australia (and to more than a few mines!). Matt also explains his company valuation process and gives us an idea of when he finds different valuation methods most useful.There are a lot of exciting stocks in the smaller end of the market, and this episode is an introduction into this world.To get involved in the Equity Mates community - visit our socials and website here.Equity Mates Investing Podcast 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.

Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock?Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode we break down what we've learnt over the past 3 years of this podcast.In this episode you will learn:The different types of value investors talk about: enterprise value, book value and market valueThe difference between relative valuation and absolute valuationDifferent methods of relative valuation - price-to-earnings, price-to-sales and price-to-bookThe theory about absolute valuationThree methods of absolute valuation we won't be discussing (but you're welcome to Google if interested)Discount cash flow (DCF) - what it means and what you need to knowReverse DCF - a twist on your discount cash flowThe effect that changing your assumptions can have on your valuation (a.k.a why you need to take the price you get with a grain of salt)Roger Montgomery's valuation method in his book Value.AbleResources Discussed:Equity Mates Reading List - Including Value.Able by Roger MontgomeryGuruFocus WebsiteTo get involved in the Equity Mates community - visit our socials and website here.Equity Mates Investing Podcast 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 head across the world and speak to our first UK-based guest. Andy Hart is a financial advisor and founder of Maven Money, one of the UK's leading personal finance media platforms.We talk about the financial advice industry in the UK, how investors should manage risk and how we can all make smarter decisions. In particular, we talk about cognitive biases and the steps investors can take to avoid them.Andy also left us with two of our favourite quotes:"People make 30 year investment decisions based on 13 minutes of news""Human nature is a failed investor"For more information on Andy, check him out at https://www.mavenadviser.com/ Equity Mates Investing Podcast 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.

As 2019 is drawing to a close, and the Equity Mates team look to have a break (don't worry, we've got some cracking eps lined up for summer), it's time to review the all-important 2019 bold predictions that we made at the start of the year.With a beer for each correct prediction on the line, the stakes could not be higher. Who will come out on top?! In this episode, we go through each prediction, to find out the results.We also review our Stock Of The Year competition - Costa Group vs Baby Bunting. And finally, we wrap the episode by randomly choosing 10 companies from the list of stocks submitted by the Equity Mates community, to deep dive into for our Summer Series. (This is not the last episode for the year, but we have some epic interviews coming, that we want to release prior to Christmas, so stay tuned - we're not going anywhere!)Equity Mates Investing Podcast 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're joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate about helping Australian's achieve financial independence.This episode is a little different. Rather than a straight interview - we turn the mic's around and have a broader conversation with Paul. We talk about the goal of achieving financial independence and the choices people need to make early to get there.For more information on Paul, check him out at https://financialautonomy.com.au/ Equity Mates Investing Podcast 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.

Last episode of the month means we answer your questions. Tune in as we answer everything from how you can set up trading alerts to how you can set up your retirement. From thinking about ethical investing to thinking about ETF risk.We also answer the age old question - where in the world is Julia Lee. Hosted on Acast. See acast.com/privacy for more information.

With Ren off in Fiji, we've decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. -------- Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him about the release of his latest book The Acquirers Multiple that distills a lot of his key concepts into one easy-to-read book aimed at non-investors. In this interview you will learn: • The strategy Tobias uses that when backtested actually beats Warren Buffett and Joel Greenblatt's strategies • How Tobias made the change from a lawyer in Queensland to a value investor in California • Why deep value investing has stood the test of time • The idea of 'broken legs' and how Tobias eliminates them from his thinking • How the Australian market compares to the rest of the world Stocks and Resources Discussed: • Books (click links for more information) • The Acquirers Multiple - Tobias Carlisle • Deep Value - Tobias Carlisle • The Little Book that Beats the Market - Joel Greenblatt • The Snowball: Warren Buffett and the Business of Life - Alice Schroeder • What Works on Wall Street - James P. O'Shaughnessy • Security Analysis - Benjamin Graham & David L. Dodd • The Intelligent Investor - Benjamin Graham • Stocks Mentioned: • Sina Corporation (NASDAQ: SINA) • Wibo Corporation (NASDAQ: WB) • Snap Inc. (NYSE: SNAP) • Amazon.com Inc. (NASDAQ: AMZN) -------- Equity Mates Investing Podcast 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.

With Ren having to duck off to Fiji last-minute, we didn't want to risk a dodgy internet feed from his beach-side bungalow. So we've dusted off an old, all-time classic episode that we thoroughly enjoyed. It's an interview with Meir Statman - an expert in behavioural finance. We can't talk about this stuff enough. Understanding how your emotions work in relation to markets, and how they can impact your decision making, is vitally important, and very hard to master. We hope that by revisiting this episode, it refreshes your thinking when it comes to identifying, and controlling, cognitive bias. Old episode notes below: The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman - an expert in behavioural finance, and understanding how investors think. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave." The questions he addresses in his research include: What are investors' wants and how can we help investors balance them? What are investors' cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency? In this episode you will learn: • The difference between a rose, a watch and a stock • The major cognitive bias that investors fall victim to, and how to avoid them to improve your investing • How to make sure you're not eaten by the lions of the market • What the 'greater fool' means, and how you can take advantage in your investing Equity Mates Investing Podcast 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.