Equity Mates Investing Podcast

Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We're so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates Mastermind sessions. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia, and each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. Unfortunately, Ren couldn't be with us for the inaugural session, but he'll make up for it when we meet again soon. Stocks and resources discussed: • Lynas (LYC.ASX) - Lynas Corporation, Ltd. is an Australian rare-earths mining company • Breville Group (BRG.ASX) - Breville Group Limited today is a global electrical business, centered around its successful and growing Breville brand • Find Julia on Twitter • Follow Julia's insights at Bell Direct How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

This episode is a cracker - a must-not-miss! One of the original reasons we started Equity Mates was to track the journey of other beginners, as we all learnt to invest together. We believe there is a huge amount of value in learning from other beginners because we all face the same challenges. While it's still very important to get insight and ideas from the experts, sometimes it's refreshing to hear the experience of someone on your level. In this episode, we start our Mates of Equity Mates series and sit down to talk with Kip. Kip is in his late 20's, working full-time, and has made a couple of small purchases to start his investing journey. We wanted to pick his brains, answer some of his questions, and get an insight into his approach over the next 12 months, as he plans to become more active. In this episode you will learn: • How Kip decided what stocks to buy • Kip's investing strategy and approach over the next 12 months • How Kip saves to invest • Why Uber might be an investment decision • His thoughts on superannuation, and how to treat it as a millennial If you want to be part of our series, then reach out to us. We would love to chat about your journey! How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

We don't need to look very far to find some very successful and talented investors in our very own backyard. Many episodes ago we introduced Meet The Investor, with Kerr Neilson - the beginning of a series of episodes introducing you to an Australian investor you may not have heard of. After a hiatus, we're returning to this format to bring you the second episode of Meet The Investor. We've chosen Paul Moore. Who is Paul Moore: Paul Moore is the founder and Chief Investment Officer of PM Capital. He developed the strategies and philosophy that guide the investing principles at PM Capital, and have underpinned the fund's consistently good performance, compared to indices, since it began in 1998. Paul started out in 1985 as an equities analyst, and then went on to be a fund manager at BT, looking after the Select Markets American Growth fund. Between 1994 and 1998 Paul was in charge of two of Australia's best performing global equities funds, and his group was awarded International Equities Manager of the Year in 1995 and 1996. Paul is a value investor. One of the biggest lessons from Paul, as you will hear in this episode, is to back your instinct, and to try and uncover assets that are mispriced. In this episode, we play a number of audio clips from various interviews with Paul, to help give you an insight into how he thinks an investor. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

The RBA made history last week. For the first time in nearly three years they moved interest rates. Notably, the moved interests rates down, cutting the cash rate to historic lows - just 1.25%. For context, at the depth of the Global Financial Crisis - rates were 3%. In this episode we go back to basics and explain what the importance of the RBA's cash rate, and what the implications are across the economy. By the end of this episode you'll be marking the first Tuesday of every month into your calendar. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

It wasn't enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park. Ted has recently returned form some time abroad, where he studied behavioural finance at Harvard. We spend time unpacking some of his learnings. Understanding and recognising mental bias as an investor is very important, and can help you to avoid silly emotional-driven mistakes. The Dunning-Kruger effect is an example of a cognitive bias. Simply it's a tendency for unskilled individuals to overestimate their own ability and the tendency for experts to underestimate their own ability. This applies to all investors! Ted is a strong believer of taking the emotion out of investing and applying a rules-based approach, to try and reduce the impact of cognitive bias. It's always good to refresh your memory on these topics. We hope you enjoy! How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

First episode of the month means one thing - Equity Mates Book Club. Last month we read Sam Walton's book Made in America. By telling the story of one of the greatest ever American business people, Made in America tells the story of Walmart. Starting in 1962 with a handful of stores it charts the journey to the giant of global retail that it is today. In this episode we unpack some of our actionable insights from the book, and explain how the lessons learnt from this one company can be applied across the investing landscape. Hosted on Acast. See acast.com/privacy for more information.

As always, the last episode of the month is devoted to answering as many of the questions that have come through from listeners as we possibly can. From Instagram, and Facebook, to our 'Ask Us Anything' forum, and old fashioned letters, the questions have been flying in this month. As always, ETFs were a hot topic, as was tax. In this episode you will learn: • about software for tax (or the best way to approach tax time) • our thoughts on trying to choose between ASX200 or the S&P500 • if there is a winner between Vanguard's A300 fund or High Yield Fund • how to access and IPO • about the risks with ETF liquidity if there is a run on the market • how to decipher the noise between 'we're at a market high' & 'don't worry about timing the market' If you want to ask ANY question, we have a forum just for it - Ask Us Anything Page. Of course, we'll field questions across all of our channels. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) PS No-one has written a letter to us asking a question... they have sent Christmas cards though! Hosted on Acast. See acast.com/privacy for more information.

With revenue of $43.5 billion, adding $15 billion to the Australian economy in 2017, the aviation industry is massive and can provide plenty of opportunity for investors. The industry is not just all about the big-name airlines though. It can be broken down into five main subsectors: • Domestic commercial aviation • International commercial aviation • General aviation • Air-freight transport • Aviation support infrastructure Within these, there are over 1,800 companies in Australia, both private and public. In this Industry Deep Dive episode (more of a shallow dive, given the size of the industry), we take a look at a number of public companies in Australia that can give you exposure to the industry. In this episode you will learn: • About the size of the aviation industry and its contribution to the Australian economy • Some of the key drivers of growth for the industry • What airlines are listed on the Australian Stock Exchange (some you may have never heard of!) • About other publicly listed companies that will give you exposure to the industry Stocks and resources discussed: • Qantas (ASX: QAN) • Virgin Australia (ASX: VAH) • Air New Zealand (ASX: AIZ) • Regional Express Holdings (ASX: REX) • Alliance Aviation Services (ASX: AQZ) • Sydney Airport (ASX: SYD) • Aukland Airport (ASX: AIA) • Flight Centre (ASX: FLT) • WebJet (ASX: WEB) • Corporate Travel Management (ASX: CTD) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

For this episode we're reliving one of our favourite all-time episodes - our interview with Alan Kohler. Released in September 2017 (episode 18 of Equity Mates) we spoke to the ABC Journalist and former editor of the Australian Financial Review about his life, career and thoughts on the market. We're hoping all of our new Equity Mates enjoy hearing one of our earlier interviews. For those that have been with us from the start, we hope you enjoy reliving our conversation with one of Australia's most prominent market watchers. For more details, check out the original episode's show notes below. ------------------------------------------------------------------------------ For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o'clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o'clock news was always watched, and Alan was known as the 'graph man' as he has become known for the interesting and insightful charts he shows viewers. Prior to being the face of finance on the ABC, Alan has had a long and storied career in financial journalism, including a stint as editor of the Australian Financial Review from 1985 to 1988. We were lucky enough to sit down with Alan and discuss all things investing. In this episode you will learn: • Why Alan is disgusted with Warren Buffett • Alan's unique idea for dealing with automation • Alan's favourite chart and why he uses charts on ABC News • The differences between markets in the 1980's and now • His thoughts on the dividends Australian companies pay • His thoughts on Australia's housing market Stocks and Resources discussed: • Alan's Must Read Books • Tipping Point - Malcolm Gladwell • Nasim Taleb - Black Swan • Nasim Taleb - Antifragile • Alan's Favourite Chart - 3000 BC Interest Rates • Alan's 3 Australian Articles • Land Tax: It might be time to tax land, instead of income • Dividends: Dividend imputation encourages large payouts and curbs innovation • Indexes: ETFs turn stockmarket into the ultimate Ponzi scheme How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

With the Australian Federal Election now in the books, there are a number of CEO's out there either licking their wounds or celebrating their good fortune. Some of the policies announced by the major parties would've had big effects on the fortunes of their companies. A few days before the election we spent some time looking at a few key announcements and noting particular Australian companies that would be closely watching the result. Hosted on Acast. See acast.com/privacy for more information.