Equity Mates Investing Podcast

Episodes don't get much bigger than this. To kick off, we've got something really exciting to announce. Something we've been working on over summer. Something that might see you winning a trip to New York and walking the floor of the New York Stock Exchange. Wouldn't that be something! On top of that, we've each got our final bold prediction for 2019. In this episode we each pick our Stock of the Year. For those who missed it in 2018, this is where both Bryce and Alec pick a stock to go head-to-head - winner is the stock that has the best percentage performance in 2019. To take the first step to win your free trip to New York head to: www.nexttoptrader.com.au Hosted on Acast. See acast.com/privacy for more information.

We're back for 2019! After a short Christmas break, we're ready for a big year and excited for some of the new things we've got planned. As is tradition, we used the first episode of the year to make some bold predictions for the year ahead. We'll also recap our 2018 predictions and see how we went. In this episode you will learn: • Recap of 2018 bold predictions - who won and who lost • How our 2018 Stock of Year picks went • What we're predicting will happen in the year ahead Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis. In this episode, we discuss Prime Financial Group (ASX: PFG), an integrated Accounting, Wealth Management and Capital advisory firm for Business Owners and Family Groups. In this episode you will learn: • About the three main pillars that makeup Prime Financial • The main drivers of revenue for Prime Financial • How Prime Financial has taken an interesting approach in the Venture Capital space • How it's possible they have a market cap of $15m, yet $60m in assets • The term "goodwill" and how it impacts profitability • About intangible assets, and how they impact profitability Stocks and resources discussed: • Prime Financial website • Prime Financial ASX website • Prime Financial Investor Relations page • Prime Financial Yahoo page • Prime Financial FY18 annual report Hosted on Acast. See acast.com/privacy for more information.

Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis. In this episode, we discuss Doriemus PLC (ASX Code: DOR), a British oil and gas company. In this episode you will learn: • The main functions of Doriemus PLC • How it differs from your traditional oil and gas company • Why understanding the skills of the management team is important • The companies key financials and how they differ to previous years • How to apply a valuation method to an oil company • What impact little to no revenue has on the valuation of the company • The resources and processes we used to find all of this information Stocks and resources discussed: • Doriemus PLC Website • Doriemus PLC Investor Relations page • Doriemus PLC FY17 Annual Report • Doriemus PLC ASX Website • Doriemus PLC Yahoo Finance Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss GPT Group (ASX Code: GPT). In this episode, you will learn: • What a Real Estate Investment Trust (REIT) is • The real estate assets that GPT Group own and manage • How the downturn in the residential housing market has affected GPT's assets and share price • What are some of the key metrics you use when examining a REIT • How to read a REIT's financial statement, and why the net profit number can be misleading • How the market values REIT's • The key differences between a Real Estate ETF and a Real Estate Investment Trust • A few different ways you can short the real estate market Stocks and Resources Discussed: • GPT Group Website • GPT Group Investor Relations Page • Yahoo Finance - GPT Group • Article: Top 3 Inverse Real Estate ETFs Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss Latin Resources (ASX Code: LRS). In this episode, you will learn: • Details about Latin Resources as a company • Why Latin Resources is focused on lithium in Central America? • The different stages of mineral extraction - explorers, miners, processors - and where Latin fits in • The competitive landscape and how LRS compares to other Australian lithium miners • The company's financial details • How you value a mining explorer Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss Baby Bunting (ASX Code: BBN), Australia's largest specialist baby-goods retailer. [We know the audio quality isn't great in patches. We're making sure it'll be better for the remainder of our summer series. Thanks for bearing with us.] In this episode, you will learn: • Details about Baby Bunting as a company • About Baby Bunting's major competitors and the major changes that happened in the speciality baby retail industry last year • How Baby Bunting is preparing to compete with online retailers like Amazon • How the US Speciality Baby Retailers dealt with Amazon's intrusion into their market • The two key risks Bryce sees about investing in this industry • The company's key financials and how they compare to previous years • Why the company saw revenue (sales) rise by 9% but net profit fall by 25% • What happened to cause the company's share price to jump 38% the day it released its latest Annual Report • Baby Bunting's future plans • Perhaps most importantly, where the boys found this information Stocks and Resources Discussed: • Baby Bunting Website (ASX: BBN) • Baby Bunting ASX Website • Baby Bunting Yahoo Finance • Baby Bunting Investor Relations Page • Baby Bunting FY18 Annual Report • Baby Bunting Recent Investor Presentation • Motley Fool's page on Baby Bunting Hosted on Acast. See acast.com/privacy for more information.

Before we take a break for Christmas and the New Year period, we take some time to tie a few things off and have a final quick discussion on the state of the market. But don't panic! We will still be releasing episodes over summer. Each week we're going to deep dive into one random company from the Australian Stock Exchange to see if we can find anything interesting. We'll discuss how we researched the companies, look at the balance sheets and highlight any pros or cons to look out for. A massive thanks to all of you, our listeners, for what has been an awesome year for Equity Mates Investing Podcast! To those that have been with us since day one, a massive thanks, and to those that have joined us along the way, a massive thank you as well. We have some huge news for 2019, so stay tuned, and have a safe holiday period. Bryce and Alec Hosted on Acast. See acast.com/privacy for more information.

We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business or Finance) - the largest investment bank on Wall Street at the time. He then went on co-found a multi-billion dollar hedge fund, before moving into financial media, and running 'The Felder Report'. Jesse's views resonate with us, and if you've listened to our episode 'The Buy-And-Hold Cult' then you will have heard Jesse speak before. In this episode you will learn: • Jesse's number one thing that beginners should understand better about markets • What Jesse's first investment was, and what lead him to that decision • The worst piece of advice he's ever received • Why all investors should be wary of recency bias • Jesse's current approach to investing, given equity valuations are at historic highs • Why Equity Mates might be wrong about the logic of index investing • Why Gold still has potential, and why it should be part of every investor's portfolio Stocks and resources discussed: • Reminiscences of a Stock Operator - Edwin Lefèvre • The Felder Report • Superinvestors And The Art Of Worldly Wisdom • Wall Street Journal Hosted on Acast. See acast.com/privacy for more information.

First episode of the month means the next instalment of the Equity Mates Book Club. We're pretty excited to talk about this book - an investing classic - The Little Book That (Still) Beats The Market by Joel Greenblatt. Greenblatt has serious bona fides as an investor. Running his fund Gotham Capital between 1985 and 2006, he returned an average of 40% per year! That would've turned his initial $7 million into $8.2 billion in just 21 years. Greenblatt wrote this book for his kids, to teach them the basics of investing. The great news is you don't need to be the kid of a once-in-a-generation investor to understand the concepts. The concepts he discusses are straight forward, and when backtested consistently beat the market. To get more information on this book, and to join us and read along with our book club head to: https://equitymates.com/bookclub/ Hosted on Acast. See acast.com/privacy for more information.