Equity Mates Investing Podcast

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.

There are two main ways to make money with stocks. The first is from the capital growth, that is selling it higher than you bought it for and making a profit. The second way is through taking a share of the company's profit. As an investor you are a part owner of the company, so when they make a profit, some companies decide to share that profit among all their investors, and this is paid in what is known as a dividend. Who doesn't like free money?! Dividends are a great form of income for investors and something you should consider next time you're looking to invest. In this episode you will learn: • What a dividend is • How you can make money from dividends • What a dividend yield is • Which companies pay dividends and which don't • Which companies are paying the highest dividend in Australia • What franking credits are and how they impact your tax return Hosted on Acast. See acast.com/privacy for more information.

We're back from our break and ready for a big 2018! What better way to start the year than to make some bold predictions about the year ahead and put some friendly bets on. We also put our stock picking abilities on the line as we each pick one stock to go head-to-head in 2018. In this episode you'll learn: • When Bryce expects the US market to crash (specifically to the day!) • Why Alec thinks Amazon in Australia will be "all huff but no puff" in 2018 • Why Bryce thinks 2018 could be a year of reckoning for Donald Trump • Alec's bold prediction for self-driving cars • An Australian self-driving car company taking the fight to Google, Uber, Tesla and the rest • Stocks on our radar for 2018 and the stock picks for our 'mega bet' Stocks and Resources Discussed: Stocks • iSelect (ASX: ISU) • Mayne Pharma (ASX: MYX) • Saracen Mineral (ASX: SAR) • Freelancer.com (ASX: FLN) • ResMed (ASX: RMD) • US Equities Strong Bear ETF (ASX: BBUS) Resources • Link to previous Equity Mates Thought Starters (website URL: http://equitymates.com/thoughtstarters/) • Jeremy Grantham - Bracing Yourself for a Possible Near-Term Melt-Up(Also we're sorry for the poor audio in places - the recording cut in and out at different times. Thanks for bearing with us for this episode. We're doing all we can to make sure it doesn't happen again) Hosted on Acast. See acast.com/privacy for more information.

With the silly season upon us now, and the year coming to an end, we have reviewed 2017 - the wins, the losses, and our biggest lessons learned. It's been a fantastic year for Equity Mates, and big thank you to all that have joined us during the year. We're going on a short Christmas break and will be back early 2018. In this episode you will learn: • How successful our hypothetical portfolio has been over the year (you might be surprised!) • Why Alec thinks 2017 was a year that disappointed • The biggest investing lessons learned over the past 12 months • How we think our investing styles have changed over the year • What we are looking for in 2018 • What we would say to ourselves 3 years ago Stocks and resources discussed: • 4 stocks that have risen more than 1000% • Buffetology • Essays of Warren Buffet • The Acquirers Multiple • Dreamland Hosted on Acast. See acast.com/privacy for more information.

The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman - an expert in behavioural finance, and understanding how investors think. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave." The questions he addresses in his research include: What are investors' wants and how can we help investors balance them? What are investors' cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency? In this episode you will learn: • The difference between a rose, a watch and a stock • The major cognitive bias that investors fall victim to, and how to avoid them to improve your investing • How to make sure you're not eaten by the lions of the market • What the 'greater fool' means, and how you can take advantage in your investing Stocks and resources discussed: • Finance for Normal People: How Investors and Markets Hosted on Acast. See acast.com/privacy for more information.

Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him about the release of his latest book The Acquirers Multiple that distills a lot of his key concepts into one easy-to-read book aimed at non-investors. In this interview you will learn: • The strategy Tobias uses that when backtested actually beats Warren Buffett and Joel Greenblatt's strategies • How Tobias made the change from a lawyer in Queensland to a value investor in California • Why deep value investing has stood the test of time • The idea of 'broken legs' and how Tobias eliminates them from his thinking • How the Australian market compares to the rest of the world Stocks and Resources Discussed: • Books (click links for more information) • The Acquirers Multiple - Tobias Carlisle • Deep Value - Tobias Carlisle • The Little Book that Beats the Market - Joel Greenblatt • The Snowball: Warren Buffett and the Business of Life - Alice Schroeder • What Works on Wall Street - James P. O'Shaughnessy • Security Analysis - Benjamin Graham & David L. Dodd • The Intelligent Investor - Benjamin Graham • Stocks Mentioned: • Sina Corporation (NASDAQ: SINA) • Wibo Corporation (NASDAQ: WB) • Snap Inc. (NYSE: SNAP) • Amazon.com Inc. (NASDAQ: AMZN) Hosted on Acast. See acast.com/privacy for more information.

In the book Shopping for Shares, Tracey Edwards presents the 6 steps she uses to find companies to invest in. In this episode, we break down this 6 step checklist, define the key terms and explain what she's looking for. While we don't necessary agree with her whole approach, it is important to consider how different investors approach finding investable companies. As always, we also discuss what we've learnt in the past week and chat about some of the companies we're keeping an eye on. In this episode you will learn: • Another reason we're so lucky to live in Australia • Tracey Edwards' 6-step stock screener • Some key definitions of stock market terms • 5 companies UBS predict will have a great 2018 • Why Alec's been thinking a lot about German dog food • An Australian software company that is trying to take on the world Stocks and Resources Discussed: • Shopping for Shares: The Everyday Woman's Guide to Profiting from the Stock Market - Tracey Edwards • Adacel Technologies (ASX: ADA) • AGL Energy (ASX: AGL) • Aristocrat Leisure (ASX: ALL) • BHP Billiton (ASX: BHP) • Origin Energy (ASX: ORG) • QANTAS Airways (ASX: QAN) • Woolworths (ASX: WOW) • Zooplus AG (ETR: DO1) • Credit Suisse Global Wealth Report 2017 • UBS names its best bets for 2018 (article behind paywall) Hosted on Acast. See acast.com/privacy for more information.

In the second part of our interview with Michael Dee we discuss his experience during the 2008 Global Financial Crisis. As most investors fled from equity markets, Michael was gathering investors to start his own fund. In this interview we discuss what he saw that led him to predict a market crash, and what he learnt from that experience. Before listening to this episode make sure you check out Part 1 of our interview with Michael Dee In Part 2 of the interview you will learn: • Why Michael quit his job in 2007 to start his own fund • How his fund managed to outperform the market and most other funds in its early years • Some of the key indicators Michael sees as pointing to another financial crisis • Why Michael doesn't recommend reading books about investing • The key pieces of advice he thinks all young investors should follow • His answer to a listener question about Volatility Stocks and Resources Discussed: • Pythagoras Investing website • 12 Early Indicators of the next GFC • Equity Mates & Bellmont Securities Win $500 Competition Hosted on Acast. See acast.com/privacy for more information.

Michael Dee sees markets differently to a lot of other investors. In 2008 while the global banking system was collapsing and investors panicked, Michael quit his job at the Queensland Investment Corporation to start his own fund. In the 10 years since Michael has established a unique way of timing the market by using volatility as a indicator for market events. In this two part interview with Michael we discuss his investing journey and get his thoughts on a number of different issues affecting markets today. His unique perspective was clear in this interview, and we walked away with a lot to think about. In part 1 of this interview you will learn: • The meaning and importance of IPO windows • Why Michael reads company prospectuses back to front (A prospectus is the document a company releases before they list on the share market) • What Michael sees as 'the investors dilemma' and how he helps investors solve it • The effect North Korea's missile testing will have on markets • Michael's unique perspective on China • What all Australians should know about the Chinese economy Stocks and Resources Discussed: • Pythagoras Investing website • 12 Early Indicators of the next GFC • The Real Super Power is China • Stock Market Cultural Chasm - Eastern versus Western Logic Hosted on Acast. See acast.com/privacy for more information.

Trying to save without sacrificing your current lifestyle is often one of the biggest hurdles you will probably have to overcome in order to hit your savings goals. However George Lucas, CEO of Acorns Australia, believes that his company's micro-investing app Acorns is the perfect tool that not only helps you save without feeling the pinch but also helps to improve your understanding of the markets and your financial literacy. This week Bryce sits down with George to dissect his investing career and Acorns. In this episode you will learn: • The best way to use Acorns, according to the CEO • How George buys high, sells low (controversial, I know!) • What George wishes people understood about the financial markets • How markets have changed overtime • How to build resilience in your portfolio Stocks and resources discussed: • The Fountainhead - Ayn Rand (George's 'must read' book) • Acorns Australia Website Hosted on Acast. See acast.com/privacy for more information.

There is a lot of jargon and terminology in investing that can get confusing and sometimes off-putting. EPS, ROE, D/E - what do they all mean? These are just a few of many acronyms and terminology that is used when investors look to understand a company. You may never have heard of them, or may have but find them too complex to understand, but they are very important. That's why in this episode we break them up for you, so you don't have to. We look at 5 key metrics that are used industry wide, and provide you with simple explanations and examples. In this episode you will learn: • How the US bank system is still rife with fraudulent activity • One Belt, One Road - the trillions of dollars China is investing across the globe • 5 key metrics all investors use to help them value, and analyse a company • What stocks are on the watch list of Bryce and Alec Stocks and resources discussed: • Bellamy's Australia Ltd (ASX: BAL) • A2M Company (ASX: A2M) • Altium (ASX: ALU) Hosted on Acast. See acast.com/privacy for more information.

For most AFL fans, Ted Richards is a household name. After being drafted to the Essendon Football Club and then being traded to the Sydney Swans, Ted enjoyed an unbelievable career that included a spot in the 2012 All-Australian team, playing in 3 grand finals and winning a premiership in 2012. While he was playing, Ted also finished a Masters of Finance and developed a passion for investing. In this episode we discuss this passion and what life after football is like for Ted. In this episode you will learn: • Ted's 4 point checklist for analysing potential investments • How Ted balanced the demands of professional football with his interest in investing • What an 'Automated Investment Management Service' is and how they differ from traditional financial advisors • Ted's approach to finding information related to companies and markets • Ted's pick for the AFL Grand Final Stocks and Resources Discussed: • Books mentioned: • One Up on Wall Street - Peter Lynch • The Most Important Thing - Howard Marks • Bulls, Bears & a Croupier - Matthew Kidman • Hedgehogging - Barton Biggs • Stocks Discussed: • Catapult Australia website • Six Park website • The Richards Report iTunes page Hosted on Acast. See acast.com/privacy for more information.

For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o'clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o'clock news was always watched, and Alan was known as the 'graph man' as he has become known for the interesting and insightful charts he shows viewers. Prior to being the face of finance on the ABC, Alan has had a long and storied career in financial journalism, including a stint as editor of the Australian Financial Review from 1985 to 1988. We were lucky enough to sit down with Alan and discuss all things investing. In this episode you will learn: • Why Alan is disgusted with Warren Buffett • Alan's unique idea for dealing with automation • Alan's favourite chart and why he uses charts on ABC News • The differences between markets in the 1980's and now • His thoughts on the dividends Australian companies pay • His thoughts on Australia's housing market Stocks and Resources discussed: • Alan's Must Read Books • Tipping Point - Malcolm Gladwell • Nasim Taleb - Black Swan • Nasim Taleb - Antifragile • Alan's Favourite Chart - 3000 BC Interest Rates • Alan's 3 Australian Articles • Land Tax: It might be time to tax land, instead of income • Dividends: Dividend imputation encourages large payouts and curbs innovation • Indexes: ETFs turn stockmarket into the ultimate Ponzi scheme Hosted on Acast. See acast.com/privacy for more information.

Knowing what style of investing works for you, so you can minimise you risk and maximise your returns, is one of the most important things any investor needs to know. It's all about playing to your strengths. Ideas and techniques rapidly change, and everyone has their own opinion on what makes a good investment. It's an individual game. This episode we look at what we think are the five main umbrellas of investing. In this episode you will learn: • What the five main styles of investing are • The key differentiating characteristics between styles • Some of the huge wins and losses from the greatest investors of these styles • Tips to help you find what style works for you Stocks and resources discussed: • Buffettology - Mary Buffett • Shopping for Shares - Tracey Edwards Hosted on Acast. See acast.com/privacy for more information.

It's that time of year again - reporting season! At the end of each financial year all publicly listed companies have to report their results. Did they make money or did they lose? All is revealed during this time of year. Alsom find out if your financial literacy skills will put you in the TOP 30% of America! In the episode you will learn: • What reporting season is • Why it is important, and what it could mean for you • Which companies have done well, and which haven't • Does profits always equal a rise in share price? • Expectations vs Reality • Are you smarter than 70% of Americans Stocks and resources discussed: • Commonwealth Bank of Australia (ASX: CBA) • Domino's Pizza Enterprises (ASX: DMP) • Carsales.com (ASX: CAR) • REA Group Ltd (ASX: REA) • Transurban Group (ASX: TCL) Hosted on Acast. See acast.com/privacy for more information.

It's time to answer all your questions! Over the past few months we've had a number of listeners write in asking questions such as "How do I buy a stock?", "What should I look for in a brokerage platform?". We answer these plus many more. By the end of this episode you'll know everything you need to get started! In this episode you will learn: • Tips for saving, and tools to help you • Brokerage platforms - how to find one and what to look for • Three basic ways you can invest in the market • The easiest ways to find a company to invest in Stocks and resources discussed: • Gateway Lifestyle (ASX: GTY) • PM Capital Fund (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Betashares Australian Equities Bear ETF (ASX: BEAR) • Beta NASDAQ 100 (ASX: NDQ) • Afterpay Touch Group (ASX: APT) Hosted on Acast. See acast.com/privacy for more information.

Daniel Want is a very interesting investor. As a university student he grew dissatisfied with his economics lecturers so he decided to drop out and learn it himself. He is now an expert in complex systems and his research is sought after by investors around the world. He is also the co-founder and Chief Investment Officer of Prerequisite Capital Management. Daniel is an incredibly smart person and was one of the few people to see the writing on the wall before the GFC in 2008. We're grateful he took the time to come on the podcast and we're sure you'll get a lot out of this interview. In this interview you will learn: • How Daniel taught himself the skills necessary to become an expert investor • Some of the best books to kick start your investing journey • How to build resiliency in your own portfolio • What to watch out for with financial advisors Stocks and resources discussed: • Market Wizards - Jack Schwager If you want more information on Daniel and to see some of the work he's doing at Prerequisite visit their website at www.prerequisite.com.au Hosted on Acast. See acast.com/privacy for more information.

For lucky number 13 we've put together something special. Technology is the fascination of investors and non-investors alike these days. The biggest companies in the world are technology companies and the rate of progress technology is enabling is unprecedented in human history. In this episode you will learn: • What are some of the current technology trends and how you can take advantage • What happened at the height of the Dot Com boom, and the madness that occurred at the time • Lessons to keep in mind when evaluating tech companies; developing a framework • The relentless march of Google and Facebook - will it ever end? • Which societies are becoming cashless • Are there different rules for tech investing? Stocks and resources discussed: • Beta NASDAQ ETF Units (ASX: NDQ) Hosted on Acast. See acast.com/privacy for more information.

From selling tiles to being a multi-million dollar fund manager - we bring you Michael Glennon. We're really excited to bring you this weeks episode - our latest interview with an expert investor. For this interview Bryce sat down with Michael Glennon, the founder of Glennon Capital. Michael has over 15 years experience as a portfolio manager and is an award-winning small cap investors. Small cap investors focus on smaller listed companies, so you won't find Michael investing in the biggest Australian companies that get a lot of attention in the media. Instead he spends his time researching smaller companies, searching for value in lesser known names. In this interview we find out how Michael goes about researching these smaller companies, and he shares some of the wisdom he's built over a long and storied investing career. Michael's personal investing journey is a great one. We took a lot out of this interview and we're sure investors of any level will as well. Enjoy! In this episode you will learn: • The difference between small, and large cap companies • What strategies Michael uses to identify value in small cap stocks • How Michael went from his first trade to running a multi-million dollar managed fund • The challenges Michael faced as a young investor, and what strategies he used to overcome them • Plus many more tips on using experience and gut feel to invest in small cap stocks Stocks and resources discussed: • If you want to know about about Michael Glennon - check out Glennon Capital's websiteSubscribe Hosted on Acast. See acast.com/privacy for more information.

Do you like taking risks or do you prefer to sit and play the patient game? Episode 11 is all about Margin of Safety - a rare book, written by revered investor Seth Klarman. Alec gives three great actionable points from the book, and we discuss the differences between investing and speculating. Where do you think you fit? In this episode you will learn: • How Indian export bans will impact Australian Agricultural Company • Amazon and Alphabet pass the $1000 mark - will they stock split? • The difference between investing and speculating • Fundamentals of value investing • How you can hedge your portfolio (protect the downside) through exchange traded funds (ETF) Stocks and resources discussed: • Margin of Safety - Seth Klarman • Beatshares Australian Bear ETF - (ASX: BEAR)Subscribe now! Hosted on Acast. See acast.com/privacy for more information.

"The Longer you leave starting, the harder it is to catch up" Episode 10! We've hit double digits, what an exciting time. This episode is a special one. We talk with CEO of Wealth Enhancers Sarah Riegelhuth. Sarah is a serial entrepreneur and investor in startups, having founded 8 companies alongside her husband, Finn Kelly. Following several successful exits, she is currently the CEO of Wealth Enhancers (Gen Y financial advisory firm) and Grow My Team (global recruitment), and sits on the Board of her other companies, WE LOVE NUMBERS and League of Extraordinary Women. She is personally fuelled by a passion for community, gender equality and living life on one's own terms. Our conversation doesn't focus just on stocks. We discuss many forms of investing and strategies to help you move towards financial freedom. There is something for everybody in this episode. In this episode you will learn: • What is the first step in ensuring you reach your financial goals • The value of consistency • Investing isn't just about buying shares • How you can begin to reach your financial freedom Stocks and resources discussed: • Check out Wealth Enhancers - a fantastic financial advisory firm specifically tailored for Gen Y!Subscribe Hosted on Acast. See acast.com/privacy for more information.

Don't save to save, save to invest! In Episode 9 we break down another key lesson for all investors - saving to invest. We talk about our personal habits and some of the rules we try to stick to. We discuss some apps that we use to help us with our saving or investing. In this episode you will learn: • What draws a stadium full of people to see Warren Buffett • Three big takeaways from the 2017 Budget • Who will Apple buy first - Tesla or Netflix? • Habits for continuous investing • Tips to help you save for your first investment • Why Afterpay is shaking up the payments market Stocks and resources discussed: • Afterpay Touch (ASX: APT) Hosted on Acast. See acast.com/privacy for more information.

Episode 8 is a cracker! We bring you our second Expert Investor interview, with the visionary Paul Bennetts - CEO of Spaceship. We discuss tech investing, and how you can invest your superannuation in line with where the world is going, not where it has been. Thinking about how your superannuation is invested now can have significant benefits for you in years to come. With some of the world's largest companies now tech companies it makes sense to have some skin in the game, and doing so through your superannuation is a fantastic way. What you will learn in this episode: • How Paul went from selling computer parts to becoming CEO of a superannuation start-up • Why Australian superannuation needs a shake-up, and what Spaceship are doing about it • Snap Inc's (Snapchat) Initial Public Offering - will it be a success? • The advantages of thinking about your superannuation as a millenial • Investing where the world is going, not where it has been Stocks and resources discussed: • Spaceship • Snap Inc (NYSE: SNAP) Hosted on Acast. See acast.com/privacy for more information.

Knowing how to find a company to invest in, or finding information on specific companies, can be hard and overwhelming. In Episode 7 we look at all the resources available to you so you can find opportunities to invest and to help you make investing decisions. In this episode you will learn: • Tesla vs Ford - changing of the guard • How to use your life experiences to find a company to invest in • The best resources available to find company information • The value of annual reports • What to look out for when using online forums • Our stock of the week Stocks and resources discussed: • Australian Agricultural Company (ASX: AAC) • Tesla (NASSAQ: TSLA) • Ford (NYSE: F) • Australian Financial Review Subscribe and listen! Hosted on Acast. See acast.com/privacy for more information.

Part 2 of our interview series Andrew Brown. If you haven't listened to Part 1, we strongly suggest you do so before listening to Part 2. Brief of Part 1 below. The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has taken him all over the world. He is passionate about stocks and passing on his knowledge to those who want to learn - us! We cover a broad range of questions, from words of advice to someone beginning through to the current state of the economy and what that could mean for us as investors. What you will learn this episode: • How Andrew founded a company on the NSX (National Stock Exchange of Australia) • Is Apple really that good? • Developing and interrogating a thesis, and the advantage of hedging • Where is the Australia agricultural sector is going • Three companies on Andrews radar Stocks and resources discussed: • East72 • Wellard (ASX: WLD) • News Corporation (ASX: NWS) • PM Capital Global Opportunities Fund (ASX: PGF) • McGrath Limited (ASX: MEA)Subscribe and listen Hosted on Acast. See acast.com/privacy for more information.

The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has taken him all over the world. He is passionate about stocks and passing on his knowledge to those who want to learn - us! We cover a broad range of questions, from words of advice to someone beginning through to the current state of the economy and what that could mean for us as investors. There is advice and actions in this interview that everyone will be able to take away. Enjoy! In this episode you will learn: • Andrew's perspective on value investing • The best thing you can do to improve your investing success • What has been Andrew's best investment • How to overcome challenges of getting your first investment • What characteristics Andrew looks for in a company • Why one investing book is worth over $1000! Stocks and resources discussed: • The Margin of Safety - Seth Klarmann • Any books by Mohnish Pabrai - website with 307 books! (http://www.chaiwithpabrai.com/) Hosted on Acast. See acast.com/privacy for more information.

The number one question on everyone's lips - how do I actually buy shares? There's no point in us harping on about companies and exchange traded funds (ETFs) and indexes if you don't know how to actually buy them! In Episode 4 we answer the question "How do I buy shares?" In this episode you will learn: • That it is really easy to buy shares! • Everything you need to know about buying a share • What is a broker, and where to find one • How much it costs to buy a share • Australian Stock Exchange (ASX) codes, and how to look up a stock • Why bee theft has increased in New Zealand and • All the latest weekly news that we've found interesting Stocks and resources discussed: • PM Capital Global Opportunities Fund (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Capilano Honey Limited (ASX: CZZ) Hosted on Acast. See acast.com/privacy for more information.

It's time to put our hypothetical money where our mouth is. This week we bring you a brand new segment, that puts into practice some of the strategies we've been learning. Equity Mates also attended an investment talk at Clime Capital, and we debrief the most important pieces of information, for you! Hosted on Acast. See acast.com/privacy for more information.

The journey continues! This episode we bring you two new segments that form the backbone of our show - News and Basics 101. News - It's important that you begin to understand the links between what happens in our world and how that can impact your investing decisions, so each episode we will dissect some news to help show you the links. Basics 101 - In Episode 2 we bring you the first of many Basics 101. It's here that we discuss what we think are the essentials to investing. Regardless of you level of experience there will be something useful for you in these segments. Hosted on Acast. See acast.com/privacy for more information.

Welcome! We're so happy that you've decided to come on the journey with us, as we talk all things investing. Equity Mates has been in the making for a while now, so this is a very exciting moment for us. In this episode you will learn:Who Bryce and Alec are!What this podcast series is going to be about, and what you can expect to get out of itThe basics of Value Investing Stocks discussed:Brickworks Investment Company LimitedBellamy's Australia LimitedA2 Milk Company Limited Hosted on Acast. See acast.com/privacy for more information.