Buy or Sell

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Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now. Hosted on Acast. See acast.com/privacy for more information.

  1. -5 j ·  Vidéo

    5 Aussie companies with exceptional revenue growth: TNE, SXE, 360, & More!

    Brittany 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 Advantage 03:40 Southern Cross: Electrification Play 07:03 Life360: Buy or Sell? 11:14 Dicker Data’s Growth Cycle 12:36 Janus Electric’s Big Opportunity This 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    5 Aussie companies with exceptional revenue growth: TNE, SXE, 360, & More!

  2. 6 août ·  Vidéo

    5 ASX stocks exposed to the new commodities supercycle

    It’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 Minerals 02:57 Chrysos Growth Story 05:18 Sims AI Opportunity 09:26 Why Vysarn Stands Out 11:12 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    5 ASX stocks exposed to the new commodities supercycle

  3. 30 juill. ·  Vidéo

    Income imposters or dividend darlings? We put 5 Aussie stocks to the test

    Today’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 Introduction 02:26 Wesfarmers: Buy or Sell? 04:23 Cleanaway Debate 05:53 Brambles Divides Opinions 09:03 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    Income imposters or dividend darlings? We put 5 Aussie stocks to the test

  4. 23 juill. ·  Vidéo

    2 fundies disagree on Goodman Group: Who’s right? 

    Two 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 Introduction 00:34 Bull vs Bear Case 01:56 Is Goodman Overvalued? 04:49 Insider Selling & Approvals 07:40 AI Risks & Balance Sheet 10:49 Data Centre Pivot 12:42 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    2 fundies disagree on Goodman Group: Who’s right? 

  5. 16 juill. ·  Vidéo

    Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?

    Are 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 Introduction 00:55 Alphabet: Buy Despite Spending 03:23 Meta: Monetization Debate 07:51 Amazon's Massive AI Bet 09:42 Can Hyperscalers Keep Winning? 11:57 Compute vs Models Debate 13:39 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?

  6. 9 juill. ·  Vidéo

    Is the hype real on these 5 global stocks?

    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 Introduction 00:50 SpaceX: Buy or Sell? 05:04 SK Hynix: AI Memory Play 11:19 Eli Lilly: GLP-1 Opportunity 14:01 10x Genomics Stock Pick 15:25 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/equitymates Disclaimer: 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    Is the hype real on these 5 global stocks?

  7. 2 juill. ·  Vidéo

    3 fundies put each other's top global ideas to the test

    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 Introduction 00:27 Neowiz's Surprising Value 01:49 Nubank's Growth Strategy 04:53 Uber's Autonomous Future Stocks 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    3 fundies put each other's top global ideas to the test

  8. 25 juin ·  Vidéo

    4 fundies stress-test each other's best ASX stock picks

    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 Begin 00:34 SkinKandy’s Retail Rollout Opportunity 03:02 Why This IPO Could Be Different 04:30 Defence, Electrification and Service Stream 06:49 EVT’s Hotels, Cinemas and Asset Backing 08:37 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 Points Listen 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. 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. Hosted on Acast. See acast.com/privacy for more information.

    4 fundies stress-test each other's best ASX stock picks
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Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now. Hosted on Acast. See acast.com/privacy for more information.

Informations

  • Créateur
    Equity Mates Media
  • Années d’activité
    2026
  • Épisodes
    19
  • Classement
    Tout public
  • Copyright
    © Equity Mates Media
  • Site Web de l’émission
    Buy or Sell

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