Equity Mates Investing Podcast

When we sat down to chat with Brandon, who hosts the YouTube channel Aussie Wealth Creation, one of the first things he said was, "you never know the emotion of trading until you actually do it". We couldn't agree more with this statement. It's one of the most important messages we have for beginner investors. The biggest lessons you will learn are by doing. We connected with Brandon because we both share the same ethos. We started out not really knowing much about investing and decided to record our journey as we learnt to invest, in the hope that it would inspire others to join too. Brandon has a deep focus on value investing and has been working on his strategy for a few years now. In this episode you will learn: • What the hardest thing was for Brandon when buying his first stock • Where he found inspiration for his first purchase • His 'must-read' book that now forms the basis for his investing strategy • How understanding meaning, moats, management and margin of safety are integral to picking stocks and; • An example of how to apply these to Facebook • What a margin of safety is, and how Brandon applies it to his investing • The different passive and active approaches used Stocks and resources discussed: • Australian Foundation Investment Co. Ltd (ASX: AFI) • Rule #1 - Phil Town • Payback Time - Phil Town • Invested - Phil Town Hosted on Acast. See acast.com/privacy for more information.

Due to the number of questions we wanted to answer, we had to split February's Ask Us Anything over 2 episodes. So here is part 2 - where we answer some of the best questions we've received over the last month. In this episode you will learn: • What are 3 major things to look out for when selecting a Financial Advisor • How you can go about discovering and then monitoring stocks in the US • How to track multiple strategies through the same brokerage account • How we think about crowdfunding equity platforms and anything investors should be wary of if they're thinking about investing • What are progressive dividend policies and are they still a concept followed by public companies? • How should investors think about the price war for brokerage at the moment? And is the same price war raging for larger investors as well? • How options trading works and the difference between covered and naked options • How to think about investing in Uranium Stocks and Resources Discussed: • Two Financial Advisor Search Platforms - Financial Planning Association and Association of Financial Advisors • Explainer article on Options trading • Simple Path to Wealth by J. L. Collins • Vanguard - VTSAX, VTI & VTS Hosted on Acast. See acast.com/privacy for more information.

Last episode of the month means we answer all of your questions. We've received so many, that we're going to split this Ask Us Anything over two eps. So part 1 is out today, part 2 will be out tomorrow. As always, you can ask us any question via email or social media. If we don't get to answering your question on the show, we'll endeavour to reply in writing. In this episode you will learn: • What has happened to the lithium markets recently, and in particular AVZ Minerals? • Who the boys are backing - A2 Milk or Bellamy's • What the process is for a reverse merger? • Should you be looking at stock picking subscription services? • How do investors that buy the same stock at different times (and at different prices) determine which shares they're selling when selling part of their holding? • What is meant by the term 'ETF Decay' and what should investors understand about it? • What we think about about Raiz (formerly Acorns) Stocks and Resources Discussed: • AVZ Minerals (ASX: AVZ) • A2 Milk (ASX: A2M) • Bellamy's (ASX: BAL) • Article on ETF Decay • Episode 21 and Episode 61 - Two interviews with George Lucas (CEO of Raiz). Hosted on Acast. See acast.com/privacy for more information.

It's that time of year again when the report cards of companies are released to eagerly-waiting investors, for them to scrutinise. We're talking about Reporting Season. Here in Australia, publicly listed companies are releasing their FY19 Half Year results. For those of you who are new to the markets, there is a requirement that all publicly listed companies report their earnings and performance half-way through the Financial Year, and also at the end. It's a time of year where investors reward, or punish, companies for their performance. In the case of one of the companies we discuss in this episode, a downgrade in growth expectations by the company resulted in investors dumping the stock, sending it plummeting 50% in one day! In the US, companies are reporting their Fourth Quarter results, as well as their Year End 2018, results. The likes of Amazon, Facebook and Alphabet have all reported. One of the companies we look at has reported revenue of $515 billion. Yes, billion! We have chosen 2 domestic stocks, and 2 international stocks each, and highlight a few of the key takeaways from their report card. Stocks discussed: • Telstra • Cleanaway • Bingo • Baby Bunting • Walmart • Johnson & Johnson • Ellie Mae • Allianz Hosted on Acast. See acast.com/privacy for more information.

It's not often you get to talk to a trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks, but in this episode, we were lucky enough to speak to all of them, at once! Louise Bedford is all of the above, plus a passionate educator, and we sat down on a Saturday morning to dive into all things trading (vs our longer-term approach). Trading, in its purest sense, is something that we haven't put into practice a lot, and with our search for Australia's Next Top Trader in March 2019, we thought it would be a great idea to get Louise on to give us a few trading tips, and insights into the power of candlestick charts. In this episode you will learn: • Louise's distinction between trading and investing • Why Louise believes every trader and investor should understand and use candlestick charts • Why candlestick charts are superior to line and bar charts • How 100 men in Japan started the very first real-time price updates • The pros and cons of using leverage • That Ren and Louise agree to disagree on investing time horizons • That having a chart archetype and sticking to it is the most important lesson a trader can learn • About Louise's Trading Game mentorship program Stocks and resources discussed: • The Trading Game • Talking Trading Podcast • The Four Tendencies - Gretchen Rubin • Deep Work - Cal Newport • Atomic Habits - James Clear Louise is generously offering all Equity Mates access to her Candlestick Pattern Summary - normally a resource you need to pay for, but for a limited time, it's free for the Equity Mates community. So be sure to check it out! Hosted on Acast. See acast.com/privacy for more information.

Over the past 6 months as more and more Equity Mates have joined us on this journey, we've thought it may be time to do a reset episode. To explain how this podcast started and all that we've learnt over the past two years. Given we're about to tick over to episode #100 - we thought this was the perfect time. In this episode you will learn: • Why Bryce and Alec started Equity Mates • Two key things Alec has learnt over the last 99 episodes. • The major lesson Bryce has taken away from the last two years. • How Alec and Bryce think about investing today • Why they look for companies with moats (long-term competitive advantages) and an ability to reinvest their profits • How thinking for the long-term gives you an advantage over professional investors • Why Seth Klarman's distinction between investing and speculating has been particularly helpful • What the boys think about the choice between picking stocks or taking the market average return Hosted on Acast. See acast.com/privacy for more information.

If you haven't heard of Canna Campbell aka SugarMumma, and creator of the $1000 Project, then this is the perfect opportunity for you to get to know her. Canna is an expert financial planner, who saved over $60,000 in just over two years, without using a cent from her salary. She hustled and hustled, saving $1000 at a time, and then invested that money into income-producing stocks, to start building a passive income stream. In this episode you will learn: • About the power of Canna's very first dividend • All about the $1000 project • About the side hustles that Canna used to generate income on the side • Whats stocks and industries she invests in to generate a passive income • Some of Canna's top tips to saving to invest • Canna's two biggest myths of investing Stocks and resources discussed: • SugarMumma.TV • Sugar Mumma Website • The $1000 Project website • $1000 Project - Canna Campbell (book) • Motivated Money - Peter Thornhill • Think and Grow Rich - Napoleon Hill • Ordinary People, Extraordinary Wealth - Ric Edelman • Harmonic Wealth - James Arthur Ray Hosted on Acast. See acast.com/privacy for more information.

Another month, another meeting of the Equity Mates Book Club. Over summer we've been reading Titan: The Life of John D. Rockefeller Sr by Ron Chernow. Lucky we had two months to read it, because this book was a big one. For those unfamiliar, Rockefeller was the richest man in America in the early-1900's and goes down as one of the richest men in history. He made his money in the early days of the oil industry and his company, Standard Oil, became the largest oil refiner in the world. While you may not have heard of Standard Oil, you are likely familiar with some of the companies that grew out of it. After Standard Oil was broken up in 1911 many of the companies developed into oil giants in their own right and rebranded over the next century. Some companies that were once part of Standard Oil - Exxon, Mobil, Amoco and Chevron. If you want to read along - Click here for Titan: The Life of John D. Rockefeller Sr. For our February book - Click here for The Most Important Thing by Howard Marks If you haven't signed up for our Next Top Trader Competition - Click here to do it now! Hosted on Acast. See acast.com/privacy for more information.

After our Christmas break, we had a lot of questions for our Ask Us Anything show. Way too many for one episode. So we've split it into two. If you have a question you want answered, jump onto the Ask Us Anything section of our website or hit us up on social media. If you haven't already, make sure you sign up for our Next Top Trader competition - https://comp.nexttoptrader.com.au/ In this episode you will learn: • The effect that currency movements have on your overseas investments & how you can benefit from a weak Australian dollar • About Ethical ETFs and how to determine how 'ethical' they really are • What we think about investing in wine • How you should balance paying off your mortgage and getting money into the market • The best way to get paid your dividends - cash or in extra shares (aka dividend reinvestment) • How you can invest in an industry like eSports and what are some of the best ways to do it • Whether there are any ETFs or funds that mimic Joel Greenblatt's 'Little Book that Beats the Market' strategy Stocks and Resources Discussed: • Canstar top 10 ethical funds 2018 • Ratesetter • Article on Goldman Sachs' eSports Projections • eSports related companies discussed: eSports Mogul (ASX: ESH), Take Two Interactive (NASDAQ: TTWO), Electronic Arts (NASDAQ: EA), Activision Blizzard (NASDAQ: ATVI), Nintendo (TYO: 7974), Nvidia (NASDAQ: NVDA), TenCent Holdings (HKG: 0700), Logitech (SWX: LOGN), Sony (TYO: 6758) • Value ETFs Discussed: US Quantitative Value ETF (BATS: QVAL) and International Quantitative Value ETF (BATS: IVAL) Hosted on Acast. See acast.com/privacy for more information.

Last episode of the month means Ask Us Anything - where we answer some of the questions you've asked over the past month. Due to our Christmas break, and the number of questions we've had, we're splitting this up into 2 episodes. So this episode is part one, and then on Sunday we'll be releasing part two. As always if you want to ask questions for next month, jump on the Ask Us Anything section of our website or hit us up on social media. In this episode you will learn: • The tax implications of investing and what you need to report • How Alec was wrong about A2 Milk in 2017, and what that can tell us about Price-to-Earnings (P/E) ratios • Whether there are any Stake-like platforms that offer free brokerage for the Australian market • How young people should balance investing for their future and saving for big purchases (i.e. house, car). • If you're married or de facto, how you should set up your investing accounts • The key metrics investors should keep track of Stocks and Resources Discussed: • ATO Share Investing Fact Sheet 'You and Your Shares 2018' • A2 Milk (ASX: A2M) • First Home Super Saver Scheme Hosted on Acast. See acast.com/privacy for more information.