Equity Mates Investing Podcast Equity Mates Media

Adam Keily is back for another episode of Buy or Sell.
This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer.
Companies discussed in this episode include:
VanEck MSCI International Small Cos Quality ETF (ASX QSML)Nasdaq 100 (ASX: NDQ) Betashares Global Cybersecurity ETF (ASX: HACK)GlobalX Physical Gold (ASX: GOLD)VanEck MSCI International Quality ETF (ASX: QUAL)BHPCommonwealth Bank (ASX: CBA)Praemium (ASX:PPS)James Hardie Industries (ASX:JHX)ASX (ASX: ASX)  
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads
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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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Equity Mates Investing 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.

It’s been a rollercoaster ride for shareholders of Zip, and now the question becomes, is it back?
In today's episode, we take a look at Zip, one of Australia’s leading "Buy Now, Pay Later" (BNPL) companies. 
Joining us in the second half is Jonathan Higgins, Head of Research at Unified Capital Partners and Co-founder, who provides expert insights into Zip's investment potential and the broader BNPL market.
In this episode we cover:
The history of the BNPL industry, and Zips part in itZips recent stock performance and market perceptionAn overview of their product rangeThe company’s financial scorecardThe global BNPL industry and market dynamicsThe bull case and bear caseWhat the future holds for Zip_______
Thanks to Superhero for proudly supporting this series. 
Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.
Download Superhero’s easy-to-use app and start tailoring your super today.
Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.
Read their PDS and TMD and download the Superhero app at superhero.com.au.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news Watch Equity Mates on YouTube—------
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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Equity Mates Investing 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.

Today’s guest is Claire Smith, Head of Private Assets Sales, Australia and New Zealand at Schroders (a global active investment manager).
Over the last few months we’ve been doing more and more content focussed on private equity. The returns are compelling and the opportunities are interesting. And with fewer and fewer public listings each year, it seems having some exposure to private equity could be a good idea. 
In this episode I (Bryce) am on the hunt for a private equity manager in my portfolio, and I’m sitting down with Claire to understand how Schroders approach PE, and their place in the market. 
In today’s episode we cover: 
How private equity markets are structured and segmentedThe fallacy that to get good returns you need to invest with the big end of townHow having too much money is actually hurting the big playersSchroder’s semi-liquid, open-ended PE fund, and how it might work in my portfolioSome examples of investments that Schroders are makingWhere Claire thinks the PE industry will be in 10 years—------
Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just Invest—------
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. 
—------
Equity Mates Investing 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.

GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it.
In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’.... 
We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights into Eli Lilly's investment potential and challenges.
In today’s episode we cover:
Early innovations included gelatin-coating for pills, fruit flavorings, and sugar-coated pills to make medicines easier to swallow.Current operations and well-known drugsThe extensive product list, and their market positioningTheir massive clinical pipelineFinancial overviewBull case & bear caseWhere the company could be in 10 years_______
Thanks to Superhero for proudly supporting this series. 
Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.
Download Superhero’s easy-to-use app and start tailoring your super today.
Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.
Read their PDS and TMD and download the Superhero app at superhero.com.au.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news —------
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. 
—------
Equity Mates Investing 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.

Our guest today has extensive experience in markets. From public equities at growth asset manager Hyperion, Chairman of agri manager at Packhorse, to now forging a new sector of private equity in Australia.
In this interview with Tim Samway, founder and chairman of Scarcity Partners, we unpack his story in markets, and ‘general partner staking’ - a fast-growing sector of the private equity market.
In today’s episode we cover: 
Tim’s investment thesis, and how it’s changed over the yearsWhat GP staking is and how it’s different to traditional private equityWhy you would invest in the manager, not just their fundsWhat to look for in a fund manager beyond their track recordThe opportunity set within private equity and if it’s becoming saturated—------
Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just Invest—------
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. 
—------
Equity Mates Investing 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.

In today's episode, we explore Audinate, a key player in the audio-visual (AV) industry, from an investment perspective. We unpack the company's history, innovative products, and financial performance. 
Joining us in the second half is Ben Richards, Investment Analyst at Seneca Financial Solutions, who provides expert insights into Audinate's investment potential and challenges.
In today’s episode we cover:
Audinate’s mission and target customersCompany historyTheir flagship product - DanteFinancial overviewFuture prospects with innovation and expansionGrowth strategy_______
Thanks to Superhero for proudly supporting this series. 
Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three 
years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. 
$2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube—------
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. 
—------
Equity Mates Investing 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.