Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger. Companies discussed in this episode include: ARB Corporation Macquarie Technology Group Alliance Aviation Services Megaport Nick Scali Commonwealth Bank Tel…

Fortum is a Scandinavian electricity generator that generates clean baseload power, primarily using hydro, nuclear, and wind energy sources. Fortum has become a pure play provider of clean energy is well placed to benefit from electrification tailwinds. In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he …

Last week we covered a number of well-known stocks that crashed in 2022 and have since made incredible recoveries. Today we look at the other side of the equation - those companies that haven't yet or may never recover. Here's what else we cover in today's episode: We look at the incredible life (and investment returns) of Jim Simons Adam Dawes ret…

This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty …

Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. While we are still (sadly) a few years (decades) away from retirement, we wanted to ask Dylan the common mistakes he sees in his older clients that we can take steps to avoid today. We also wanted to discuss s…

Dion Hershan is Executive Chairman and Head of Australian Equities at Yarra Capital. Today on the podcast, he gives us a new name for the largest stocks on the Aussie share market: The Mundane 7 (made up of the big 4 banks - Commonwealth, NAB, ANZ and Westpac - and the 3 large miners - BHP, Rio Tinto and Fortescue). In this episode Dion advises us …

There's been a lot of media chatter about Australia's largest private employer (Woolworths) moving to a four-day workweek. But we take a look at the details of the proposal and it's not all its cracked up to be. Here's what else we cover in today's episode: The RBA met last week and chose to hold the cash rate at 4.35% The RBA's commentary gave som…

Meshel Laurie is an Australian podcaster, radio host, stand up comedian and author. She hosts the podcast Australian True Crime as well as Can We Be Real? To kick off today's episode we unpack Meshel's views on money and investing. Then we discuss one of Meshel's latest projects - Real News - the world's first news podcast voiced by artificial inte…

Warren Buffet is 94 years old. Yet, last weekend he sat on stage in front of 40,000 people and answers questions for 7 and a half hours. If you don't have the capacity to listen to the full recording, listen to our summary in this episode including some of our favourite clips from the event. Here's what else we cover in today's episode: Apple's rec…

We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Scott Phillips of The Motley Fool. Get involved: Do you have a stock you want to ask about? Hit us up via our website. Track previous Buy or Sell picks on our website tracker —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equi…

We're in the swing of earnings season in the United States, where companies update us all on how they've gone in Q1 (January to March). So in this news-filled episode of Equity Mates we discuss what we've learned so far. Here's just some of the highlights: Why Ren will never invest in an airline Snapchat is killing it - more than 400 million people…

Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. We speak to Nick O'Loughlin, Managing Director of Sparc Technologies (ASX: SPN), about the three big decarbonisation technologies Sparc is working on: A graphene coating to better …

Pick any 30 year period and the stock market becomes extremely predictable. For all of us that have grown up hearing about the risk and volatility of the stock market, that is a surprising thing to hear. But the data bears it out. In this episode we unpack that data across the Australian and US stock market. Here's what else we cover in today's epi…

Professor Scott Galloway (aka Prof G) is a professor at the New York University Stern School of Business and host of some of the world's biggest podcasts - The Prof G Pod and Pivot. Today, he joins us to discuss how he made his money, how we invests today and his new book: The Algebra of Wealth: A Simple Formula for Success In this conversation, we…

Flight Centre is a household name travel agent which books over $10 billion worth of leisure travel each year. In addition to their leisure businesses, Flight Centre is also the third largest corporate travel agent globally. In this episode, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really ma…

Between 1950 and 2009, 78% of companies listed on the US stock market went bankrupt. That was a finding from Geoffrey West in his book Scale. Makes the stock market seem pretty risky right? In that time, the US stock market grew 23,249%. Or, put another way, each $100 invested in 1950 turned into more than $200k. In this episode we share how you ca…

Private Equity has been an incredible asset class over the past couple of decades. Unfortunately, for too many Australians it has been hard to access as well. Today we speak to Cameron Blanks from Australasia's largest private equity player, Pacific Equity Partners, about the success of the asset class and hear about how they are trying to make it …

In 2018, the US Supreme Court ruled that the federal ban on sports betting was unconstitutional. That sparked a frenzy of activity as companies from around the world tried to capitalise on the opportunity. We haven't heard anything about the sports betting industry for a while, so we thought we'd check in and see how the industry has developed. In …