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Buy or Sell
8 high growth ASX stocks, reviewed by the experts
Season 1, Ep. 20
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Looking for your next ASX growth stock?
We asked the Equity Mates community which companies they wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on eight of the most requested names.
Stocks Mentioned:
Ramelius Resources (ASX: RMS)
Sandfire Resources (ASX: SDR)
Sunrise Energy Metals (ASX: SRL)
Beach Energy (ASX: BPT)
Artrya (ASX: AYA)
SKS Technologies (ASX: SKS)
Tasmea (ASX: TEA)
Megaport (ASX: MP1)
Chapters:
00:00 Introduction
01:09 Ramelius: Gold’s Undervalued Play
02:32 Sandfire: Copper Gets Weird
04:40 Sunrise: Too Far, Too Fast
06:51 Beach Energy: Still Struggling
08:34 Artrya: AI Healthcare Opportunity
12:01 SKS: Data Centre Boom
14:46 Tasmea: Buy or Sell?
16:35 Megaport: Rally Gone Too Far?
Get your FinFest tickets here!
Join our Facebook Discussion Group to submit what stocks you want to analyse next.
This episode was recorded on the 19th August 2026.
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Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.
Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.
A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.
———
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 Points
———
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 people today.
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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.
Buy or Sell is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
More episodes
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19. Your top ASX stocks, analysed by the experts
18:22||Season 1, Ep. 19In this episode, we put your most requested ASX stocks under the microscope.You voted for the companies you wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on names including CBA, CSL, ResMed, Fortescue, TechnologyOne and more.Stocks Mentioned:Soul Patts (ASX: SOL)ResMed (ASX: RMD)CSL Limited (ASX: CSL)Aristocrat Leisure (ASX: ALL)Technology One (ASX: TNE)Fortescue (ASX: FMG)Commonwealth Bank (ASX: CBA)Chapters:00:00 Introduction01:09 Soul Patts: Premium Worth Paying?02:53 ResMed: Henry Turns Bullish04:37 CSL: Is It Back?07:18 Aristocrat: Quality Versus Ethics09:57 Technology One Divides Opinion12:23 Fortescue: Cheap Enough Yet?15:01 CBA: Buy the Dip?This episode was recorded on the 19th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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 people today.———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.
18. 5 Aussie companies with exceptional revenue growth: TNE, SXE, 360, & More!
15:25||Season 1, Ep. 18Brittany Isakka and Claudia Kwan go head-to-head on some of the ASX’s fastest-growing companies, weighing strong revenue growth against increasingly stretched valuations. Plus, they reveal the growth opportunities they’re most excited about right now.Stocks Mentioned:Technology One (ASX: TNE)Southern Cross Electrical (ASX: SXE)Life360 (ASX: 360)Dicker Data (ASX: DDR)Janus Electric Holdings (ASX: JNS)Chapters:00:37 Technology One’s AI Advantage03:40 Southern Cross: Electrification Play07:03 Life360: Buy or Sell?11:14 Dicker Data’s Growth Cycle12:36 Janus Electric’s Big OpportunityThis episode was recorded on the 5th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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.
17. 5 ASX stocks exposed to the new commodities supercycle
13:22||Season 1, Ep. 17It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittany Isakka and Northstar Impact’s Claudia Kwan for their analysis of five of these very stocks.Stocks Mentioned:Pilbara Minerals (ASX: PLS)Chrysos Corporation (ASX: C79)Sims (ASX: SGM)Vysarn (ASX: VYS)Bannerman Energy (ASX: BMN)Chapters:00:34 Pilbara Minerals02:57 Chrysos Growth Story05:18 Sims AI Opportunity09:26 Why Vysarn Stands Out11:12 Bannerman Energy Thesis———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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.
16. Income imposters or dividend darlings? We put 5 Aussie stocks to the test
14:12||Season 1, Ep. 16Today’s stocks are all about income. So which of the bunch are the dividend darlings and which are imposters. Ally is joined by Mike O’Neill from IML and Matt Haupt from Wilson Asset Management to find out.Stocks Mentioned:Wesfarmers (ASX: WES)Cleanaway Waste Management (ASX: CWY)Brambles (ASX: BXB)Macquarie Group (ASX: MQG)CSL Ltd (ASX: CSL)Chapters:00:00 Introduction02:26 Wesfarmers: Buy or Sell?04:23 Cleanaway Debate05:53 Brambles Divides Opinions09:03 Macquarie: Value or Expensive?11:07 CSL Recovery Debate———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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 people today.———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.
15. 2 fundies disagree on Goodman Group: Who’s right?
14:41||Season 1, Ep. 15Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong.Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.Who's right? We’re about to find out.Stocks Mentioned:Goodman Group (ASX: GMG)Chapters:00:00 Introduction00:34 Bull vs Bear Case01:56 Is Goodman Overvalued?04:49 Insider Selling & Approvals07:40 AI Risks & Balance Sheet10:49 Data Centre Pivot12:42 Final Verdicts———Thanks to bitcoin.com.au for sponsoring Buy or Sell.To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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.
14. Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
18:03||Season 1, Ep. 14Are the hyperscalers all hype? Or are investors hopes well placed?We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts.Stocks Mentioned:Alphabet (NASDAQ: GOOGL)Meta Platforms (NASDAQ: META)Amazon (NASDAQ: AMZN)Microsoft (NASDAQ: MSFT)Chapters:00:00 Introduction00:55 Alphabet: Buy Despite Spending03:23 Meta: Monetization Debate07:51 Amazon's Massive AI Bet09:42 Can Hyperscalers Keep Winning?11:57 Compute vs Models Debate13:39 Microsoft's AI Crossroads———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free. ———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.
13. Is the hype real on these 5 global stocks?
16:57||Season 1, Ep. 13Alex 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.
12. 3 fundies put each other's top global ideas to the test
06:56||Season 1, Ep. 123 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.