Equity Mates Investing Podcast

Ever wanted to invest in a company but later found out they're not public? They're privately held, by family members or early stage investors and venture capital funds. Companies like Mars, Aldi and Lego are still privately held, so members of the public, like you and me, are rarely able to invest! However sometimes these companies do become public, and this is called an Initial Public Offering, or IPO. An IPO is the process of a company opening up to the markets for both retail (you and me) and institutional (the big investment banks) investors to get a piece of the pie. There are various reasons for an IPO, such as the the company needing to raise money or the early investors wanting a return on their initial investment. Whatever the reason, IPOs present a great opportunity to get into a company when they first hit the market. In this episode you will learn: > What an Initial Public Offering is > How you can become involved in an IPO > The risks of IPOs for investors and companies > Some of the biggest IPOs in the last 20 years Stocks and resources discussed: > Spotify > Dropbox Hosted on Acast. See acast.com/privacy for more information.

Tesla, the electric car company started by Elon Musk, has had a tough few weeks. A number of issues have come to a head and the share price has fallen from a recent high of $357 to $252 at the time of recording. In this episode we have a look at the four major reasons for this fall and unpack our main take-aways. In this episode you will learn: • About the recent crash of a Tesla driving on auto-pilot • The size of Tesla's debt problem • Why 123,000 Tesla Model S cars have been recalled • How ongoing production delays are raising questions • The boys main take-aways from Tesla's troubles • Also what happened with interest rates this week Resources Discussed: • Bloomberg's Tesla Production Tracker Hosted on Acast. See acast.com/privacy for more information.

There's a lot happening in the news at the moment so we're using this episode to break down two of the biggest stories. Firstly, we look at Wesfarmers' recently announced Coles demerger, and break down what it means for Australia's second biggest supermarket. We then discuss the brewing 'trade war' and question whether its something we need to worry about. In this episode you will learn: • Why Wesfarmers is demerging from Coles • What the boys think about Amazon or Wal-mart purchasing Coles • The history that has led up to this potential trade war • How Trump's tariffs came at an opportune time for US-Canada trade negotiations • Why the EU are targeting Bourbon, Blue Jeans and Harley Davidsons for their tariffs • What Sorghum is, and why it is relevant to the trade war Hosted on Acast. See acast.com/privacy for more information.

Bulls and bears, they're everywhere! No, we are not talking about a circus, we're talking about the markets! You may often hear the terms 'bull market' or bear market', or 'investors are feeling quite bullish at the moment'. In this episode we explore the terms 'bull' and 'bear'. Bull markets and bear markets are terms used to describe the overall sentiment of the market. A bull market being one that is in an upward trend, with investors feeling very confident about the future, and a bear market one in which the overall trend is down, and investors feeling rather pessimistic about the future. More importantly, we discuss what you can do in each market to ensure you maximising the returns on your money. In this episode you will learn: • The definition and charactersitics of a bull and bear market • Where the terms originated - it's not what you think! • The two most important tactics you can impliment in each market • What the Equity Mates boys are currently doing in this bull market Hosted on Acast. See acast.com/privacy for more information.

Don't panic, it's just a correction!.. is what the wise man once said to his son who almost sold everything he owned because he panicked when the market dropped a little. In February 2018 we the Dow Jones in the USA, experienced a number of days of heavy losses, that subsequently lead to an official correction being called, and this resulted in most other markets in the world going into a correction as well. But what is a correction? In this episode you will learn: • The definition of a correction and the market conditions required for it to official • How many corrections we have had over the past 40 years • What we did in the most recent correction with our money - did we panic and sell? • How to navigate your way through a correction and prepare yourself for the next one Stocks and resources discussed • A brief explanation of what occurred Hosted on Acast. See acast.com/privacy for more information.

The rules were simple: pick one stock each and the winner is the one whose stock gained the most, in percentage terms, by the end of the year. Alec chose insurance comparison website iSelect, and Bryce chose pharmaceutical company Mayne Pharma. This episode we review where our picks are at and who is winning! In this episode you will learn: • How NOT to pick a stock • How these two companies performed over the last half • The highlights and lowlights from the reporting season for each company • Who is winning! Stocks and resources discussed: • Mayne Pharma ASX:MYX • iSelect ASX:ISU Hosted on Acast. See acast.com/privacy for more information.

Each year there's one letter everyone waits up all night for the release, and if you haven't yet, then you need to put it in your diary for next year. That's right - Warrenn Buffett's 2017 annual letter to shareholders was released recently, and it's always FULL of great advice, updates and insights into the mind of one of the world's best investors. This episode we take you through his letter, unpacking some of the more important parts. In this episode you will learn: - How Warren took home $29 billion for doing nothing - How patience and discipline pay off - Which company Warren bought in 2017 that made him ~$1 billion profit Stocks and resources discussed: - http://www.berkshirehathaway.com/letters/2017ltr.pdf Hosted on Acast. See acast.com/privacy for more information.

Some of the best companies in the world pivot in order to drive their next phase of growth. It's with excitement that we have decided to pivot here at Equity Mates! Learn To Invest In 15 Minutes Or Less! We're going to bring you shorter, more frequent episodes, so you can learn more for less. Our episodes will be more specific, and direct, based on themes and topics that you've asked us to dive into. Don't worry, our interviews with the best in the business will remain the same. We kick off our new format by looking at the reporting season that just was. We look at two stocks that were standouts to us. In this episode you will learn: - Why Wesfarmers' profit was down ~84% but their share price still went up - There is a new agriculture superpower in town, and it's only getting bigger Stocks and resources discussed: - Wesfarmers (ASX:WES) - Costa Group Holdings (ASX:CGC) - https://www.commsec.com.au/reportingseason Hosted on Acast. See acast.com/privacy for more information.

In this episode we sit down with the former Australian Treasurer and Deputy Prime Minister, Wayne Swan. As Treasurer from 2007 to 2013, Wayne witnessed first-hand the devastation of the Global Financial Crisis and testament to his management, Australia was one of the only developed countries to avoid falling into recession. We sat down with Wayne to discuss what he is seeing in the global economy at the moment and to get his thoughts on some of the big financial topics of 2018. In this episode you will learn: • The two biggest themes Wayne is watching in 2018 • How Wayne thinks about money in politics and what can be done to limit its effect • Wayne's outlook on China • The reforms Wayne wants to see for the Australian housing market • Wayne's thoughts on Bitcoin and cryptocurrencies Stocks and Resources Discussed: • The 0.01 Per Cent: The Rising Influence of Vested Interests in Australia - Wayne Swan • John Curtain's War: The coming of war in the Pacific and reinventing Australia - John Edwards • Democracy in Chains: The deep history of the radical right's stealth plan for America - Nancy MacLean • Shane Oliver's Insights - AMP Capital • Bill Evan's Author Page - Westpac Hosted on Acast. See acast.com/privacy for more information.

Susan Oliver has experience on both sides of markets. As an investor she sits on the global investment committee of IFM Investors (a company with over $100 billion in assets under management!) and also co-founded Scale Investors, a venture capital fund for women-led start ups. As a company director she has sat on the boards of some of Australia's largest companies, including Transurban, Bupa and Programmed. She also sits on the board of a number of not-for-profits including, the Wheeler Centre, the Melbourne Theatre Company and the Melbourne Chamber Orchestra. Given her accomplishments as a businesswoman and investor, it was a pleasure to sit down with Susan and unpack some of the lessons she has learnt throughout her career. In this episode you will learn: • What a strategic asset is, and why Susan looks to invest in them • Why only 10% of venture capital funding in Australia goes to women • What the government needs to do to encourage Australian entrepreneurs • Why Susan supports quotas for Australian company boards • How IFM Investors factor ESG (Environmental-Social-Governance) criteria into their investing • The strategy that drove Transurban to become one of Australia's largest companies Hosted on Acast. See acast.com/privacy for more information.