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My High Conviction Stock: Nathan Bell - Floor & Decor (NYSE: FND) + Mastercard (NYSE: MA)
Season 7 Episode 27
Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies witho…
2 years, 11 months ago
What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
Season 7 Episode 26
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a lo…
2 years, 11 months ago
Bonus: Comedian v Economist - Mrs Mac's goes bust while supermarkets crush it
Season 7 Episode 25
Comedian v Economist is another one of our epic shows in the Equity Mates network. We thought this was an awesome episode - so we want to drop it her…
2 years, 11 months ago
My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO)
Season 7 Episode 24
Today we’re joined by Stephen Arnold - Managing Director and CIO of Aoris - a single fund of 15 highly profitable, market-leading, global businesses.…
2 years, 11 months ago
What we learned from Buffett's letter + An insiders view of the lithium opportunity
Season 7 Episode 23
Berkshire Hathaway's shareholder letter is one of the most highly anticipated documents of the year for investors. In it, CEO Warren Buffett shares h…
3 years ago
Mastering your trading psychology with Jason McIntosh
Season 7 Episode 22
Join us on the Equity Mates podcast as we talk to Jason McIntosh, founder of Motion Trader, about the key education pillars he uses in his investing …
3 years ago
Ask an Adviser: Charlie Viola on investing for kids & portfolio construction
Season 7 Episode 21
Looking for sound financial advice but worried about the cost? You’re not alone. Only about 10% of Australians receive advice.
So we’re starting a ne…
3 years ago
EM Portfolio is back and 2 small caps Uncovered
Season 7 Episode 20
This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, ho…
3 years ago
How to value a company: Apple (NASDAQ: AAPL) Pt. 3
Season 7 Episode 19
When it comes to Apple (NASDAQ: AAPL), Bryce and Alec are joined by Owen from Rask to unlock the tech giant's secrets. Apple is a global behemoth in …
3 years ago
How to value a company: XERO (ASX: XRO) Pt. 2
Season 7 Episode 18
Valuing a company can be a daunting task, but when it comes to Xero (ASX: XRO), Bryce and Alec are joined by Owen from Rask, and they're up for the c…
3 years ago