Equity Mates Investing Podcast

In this extra special episode, we're joined by legendary AFL Coach Leigh Matthews who discusses money and leadership with us. He's sharing his insights on team building, effective communication, and collaboration. Matthews emphasises the importance of setting a strong example, building trust, and empowering team members to make their own decisions. He also highlights the qualities that set great leaders apart, and how effective leadership can lead to improved team performance and personal growth.Stay engaged with the Equity Mates community by joining our forum. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network.

We're welcoming back our friend and fellow Equity Mate Ed Kavalee to bring you a new format! How many times have you looked at something and thought... is there money in that? Well Ed has, and he's brought this idea to both of us and we're going to look at 'is there money in music?'. Stay engaged with the Equity Mates community by joining our forum. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network.

Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies without dedicating significant time and expenses. In this episode, Nathan Bell of Intelligent Investor joins us to discuss the concept behind The Intelligent Investor Select Value (ASX: IISV) fund, an actively managed ETF that focuses on approximately 20 global industry champions and market leaders.Today, we explore two stocks held by the fund: Mastercard (NYSE: MA) and Floor & Decor (NYSE: FND).Mastercard (NYSE: MA): With a market cap of $344 billion, Mastercard is the second largest payment processing company globally, and it has gained over 100% in the past five years, despite a 6% decline over the past year. The company has reported $22 billion in revenue, an 18% year-over-year (YOY) increase, and a $9.9 billion profit, with a 45% profit margin.Floor & Decor (NYSE: FND): Floor & Decor is a multi-channel retailer of hard surface flooring and accessories, offering a broad assortment of in-stock hard-surface flooring, including tile, wood, laminate, vinyl, and natural stone. The company operates 178 warehouse-format stores and five small-format design centers across 35 American states. Despite a decline of 11% over the past year, the company's market cap has increased by 115% in the past five years, and it has reported $3.4 billion in revenue, a 42% YOY increase, and a $283 million profit, with an 8% profit margin.Stay engaged with the Equity Mates community by joining our forum. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network.

We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage.We also share Equity Mates' feedback about their Airbnb hosting experience and think about whether that affects our want to add it to the EM Portfolio. Additionally, we continue our Uncovered: series by analysing Danimer Scientific and their production of bioplastics. Read more of our report here. -----If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04.Visit here.Stay engaged with the Equity Mates community by joining our forum. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network.

Comedian v Economist is another one of our epic shows in the Equity Mates network. We thought this was an awesome episode - so we want to drop it here so you can have a taste! Want to know what's holding you back from being the best trader you can be? IG have some ideas. The wages data came in soft and the RBA should be ashamed of itself. Coles and Woolies are posting great profits, while Mrs Mac's has gone belly up. All this and more on this week's Comedian v Economist.If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? A question for Thomas or Adam? Just want to send some appreciative thoughts their way? Go ahead and send them to cve@equitymates.comThis episode is sponsored by IG Australia. Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106. If you’re interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub.Head to the Master Your Trading Mind hub on ig.com to find out more.-----Stay engaged with the Equity Mates community by joining our forum. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network.

Today we’re joined by Stephen Arnold - Managing Director and CIO of Aoris - a single fund of 15 highly profitable, market-leading, global businesses. Stephen has been investing in offshore markets for over 28 years, with previous roles at Evans & Partners, Goldman Sachs and Platinum Asset Management. He talks about one of their investments - Tractor Supply. Tractor Supply is a US retail chain offering agricultural, home improvement, and outdoor recreational products. Founded in 1938, it has over 2,000 stores across 49 states. The company's revenue reached $14.2 billion in 2022, with a net profit of $1 billion. Tractor Supply has shown consistent growth, expanding its product offerings and e-commerce platform. Its competent leadership, including CEO Hal Lawton, has prioritised innovation and digital transformation. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04.If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with earlybird access details.Stay engaged with the Equity Mates community by joining our forum. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network.