Buy or Sell

Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar.Stocks Mentioned:SpaceX (NASDAQ: SPCX)SK Hynix (KRX: 000660)Eli Lilly (NYSE: LLY)10X Genomics (NASDAQ: TXG)Revolution Medicines (NASDAQ: RVMD)Chapters:00:00 Introduction00:50 SpaceX: Buy or Sell?05:04 SK Hynix: AI Memory Play11:19 Eli Lilly: GLP-1 Opportunity14:01 10x Genomics Stock Pick15:25 Revolution Medicines Pick——Thanks to bitcoin.com.au, our sponsor for this episode of Buy or Sell.Kickstart the new financial year with a $100 free Bitcoin offer at bitcoin.com.au/equitymatesDisclaimer:This is general information only and not financial advice. Cryptocurrency is a volatile asset and is subject to sharp declines over short timeframes. Capital at risk. Consider your own circumstances before investing.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.

3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches. No holds allowed. It’s Buy or Sell!Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls.Chapters:00:00 Introduction00:27 Neowiz's Surprising Value01:49 Nubank's Growth Strategy04:53 Uber's Autonomous FutureStocks Mentioned:Neowiz (KOSDAQ: 095660)Nu Holdings Ltd. (NYSE: NU)Uber Technologies Inc (NYSE: UBER)———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.

One Room. Four fund managers. Four stock calls. No fence sitting.Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks.Stocks Mentioned:SkinKandy (ASX: SK1)Service Stream (ASX: SSM)Codan Limited (ASX: CDA)EVT Ltd (ASX: EVT)Eagers Automotive Ltd (ASX: APE)Chapters:00:00 Morgan Stanley Stock Picks Begin00:34 SkinKandy’s Retail Rollout Opportunity03:02 Why This IPO Could Be Different04:30 Defence, Electrification and Service Stream06:49 EVT’s Hotels, Cinemas and Asset Backing08:37 Eagers Automotive and the EV Tailwind———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.

Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management.Plus we challenge each of them to pitch a speccy buy of their own.Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions!Have stock you want to hear debated on the show? Send them to our voicemail here or pitch them in our facebook communityStocks Mentioned:Polynovo (ASX: PNV) Qoria (ASX: QOR) EchoIQ (ASX: EIQ) Maronan Metals (ASX: MMA) Innovaero (not listed - IPO July 2026)Chapters:00:00:00 Introduction00:00:39 PolyNovo: Buy or Sell?00:03:16 Qoria’s Cyber Safety Debate00:05:13 EchoIQ Red Flags00:08:11 Maronan Metals Takeover Thesis00:10:11 Innovaero’s Drone Opportunity00:11:25 Closing Remarks———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.

Are we seeing signs of a turnaround in software stocks?In this episode, Luke Laretive from Seneca and Hayden Beamish from Endeavor take a look at some of Australia’s SaaSpocalypse victims to see which ones could be in for a rebound.Stocks Mentioned:REA Group (ASX: REA) Zip Co (ASX: Z1P) Xero (ASX: XRO) Life360 (ASX: 360) Siteminder (ASX: SDR)Chapters:00:00:00 Introduction00:00:38 REA’s Durable Property Moat00:02:47 Zip’s Remarkable Turnaround00:05:17 Xero Faces AI Questions00:09:01 Life360’s Disruption Debate00:11:24 Siteminder’s Hidden Strengths———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.

While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble.James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell.Chapters: 00:00:00 Introduction00:00:39 ING Group: Banking Compounder00:02:39 Brookdale Senior Living Boom00:04:41 Sage Group’s AI Opportunity00:06:32 Why IWG Could Win00:08:46 Sponsor Message00:09:45 Why Paramount Skydance Sells00:11:49 Meta’s AI Spending ProblemStocks Mentioned:ING Groep (NYSE: ING), Brookdale Senior Living (NYSE: BKD), Sage group (LON: SGE), IWG/International Workplace Group (LON: IWG), Paramount Skydance (NASDAQ: PSKY), Meta Platforms (NASDAQ: META)———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.