Podcast Episodes
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Expert: James Reynolds - Searching for non-technology businesses in overlooked markets
Season 7 Episode 74
James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interes…
3 years, 3 months ago
An alternative investment thesis for AI
Season 7 Episode 73
In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google an…
3 years, 3 months ago
We are introduced to Rentvesting | Australian Property Scout
Season 7 Episode 72
This was a really eye-opening episode! You know that neither of us are in property (yet) Sam Gordon is the owner and director of Australian Property …
3 years, 3 months ago
The investment case for Nelnet, Dropbox and Match Group | Arch Capital
Season 7 Episode 71
We're chatting to Brett Schafer and Ryan Henderson from Arch Capital, a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money pod…
3 years, 3 months ago
Searching for the Dogs of FY23 + Ren's 5 minute valuation
Season 7 Episode 70
Big announcement from us - we've written a new book! It's coming out on 22 August and you can pre-order now from Amazon or Booktopia. What's the jist…
3 years, 3 months ago
Ask an Advisor: Practical ways to establish your financial wellbeing
Season 7 Episode 68
Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing. Armed with a Bachelor of Comme…
3 years, 4 months ago
Who’s winning stock of the year & Andrew Brown discusses what’s coming
Season 7 Episode 67
It's almost halfway through the year, so we thought we'd check in on what we decided would happen in 2023 - 6 months ago (feels like a lifetime...) T…
3 years, 4 months ago
News Corp (NWS) deep dive w/ Will Granger | Airlie Funds
Season 7 Episode 66
Today we're joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund ('Fund'), Will Granger. To read more about Airlie Small…
3 years, 4 months ago
Expert: Andrew Walker shares two surprising value investing opportunities
Season 7 Episode 65
Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off …
3 years, 4 months ago
A simpler way to value a stock w/ Andrew Page
Season 7 Episode 64
Huge, huge, huge guest appearing on Equity Mates today.
Cathie Wood, from Ark Invests, has sat down and done and interview with You're In Good Compan…
3 years, 4 months ago