Equity Mates Investing Podcast

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

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)

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)

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

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)

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 website Subscribe

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!

“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

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) 

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)  

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!

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

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/)    

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)

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!