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Buy or Sell

Equity Mates Media

Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now.

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S1 · E26
Thursday · 14 min
6 Aussie miners winning thanks to AI and robotics
Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take. Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings. Stocks Covered: Iluka Resources (ASX: ILU) Alcoa Corporation (ASX: AAI) BHP Group (ASX: BHP) Capstone Copper (ASX: CSC) Liontown (ASX: LTR) PLS Group (ASX: PLS) Chapters: 00:11 Iluka: Rare Earths or Too Soon? 02:33 Alcoa: More Supply or More Demand? 05:55 BHP: Copper Upside, Iron Ore Drag 07:41 Capstone: A Riskier Copper Bet 09:21 Liontown: Why Both Say Sell 12:00 Pilbara: Lithium’s Strongest Buy? This episode was recorded 29th September 2026. ——— 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 YouTube Subscribe 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.
S1 · E25
October 1 · 14 min
3 of Australia’s most shorted stocks (and 2 BIG buys)
Are these 3 heavily shorted ASX stocks ripe for opportunity? We asked Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton for their take. Plus, these experts each name one big buy they are backing today. Stocks Mentioned: Boss Energy (ASX: BOE) ZIP Co (ASX: Z1P) Domino's Pizza (ASX: DMP) Codan (ASX: CDA) Resmed (ASX: RMD) Chapters: 00:11 Boss Energy: Why Both Guests Say Sell 02:28 Zip: Two Buys On Fast Growth 05:27 Domino’s: A Split Call On The Turnaround 09:04 Codan: Jun Bei’s Top Buy 10:20 ResMed: A Buy With Competition Concerns This episode was recorded 29th September 2026. ——— 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 YouTube Subscribe 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.
S1 · E24
September 24 · 14 min
How to build the ultimate passive income portfolio with ETFs
How would you build an income portfolio with just three ETFs? We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory. They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out. ETFs mentioned: Vanguard Australian Shares High Yield ETF (ASX: VHY) Talaria Global Equity Fund Complex ETF (Cboe: TLRA) Plato Income Maximiser (ASX: PL8) Qualitas Real Estate Income Fund (ASX: QRI) MA Credit Income Trust (ASX: MA1) Plato Global Shares Income Fund Active ETF (ASX: PGI2) Chapters: 00:00:00 Building The Income Portfolios 00:00:51 VHY Australian Dividend Income 00:02:11 TLRA Global High Income 00:03:31 PL8 Monthly Australian Income 00:04:37 QRI Real Estate Credit 00:05:33 MA1 Corporate Private Credit 00:07:06 PGI2 Global Dividend Growth 00:07:58 Diversifying Beyond Three ETFs 00:10:12 QRI Andrew's Sell Pick 00:11:59 PL8 Dan's Sell Pick ——— 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 YouTube Subscribe 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.
S1 · E23
September 17 · 25 min
People’s choice: The 10 most popular ETFs right now
You picked them, these experts are rating them. In this ETF special, Daniel Kelly from Viola Private Wealth and Andrew Wiedlandt from DP Wealth Advisory are giving their Buy or Sell take on 10 ETFs voted for by you - the Equity Mates community! ETFs mentioned: Betashares Asia Technology Tigers ETF (ASX: ASIA) Betashares S&P/ASX Australian Technology ETF (ASX: ATEC) Betashares Global Cybersecurity ETF (ASX: HACK) Betashares Nasdaq 100 ETF (ASX: NDQ) Betashares Space Industry ETF (ASX: RCKT) Betashares Global Royalties ETF (ASX: ROYL) Global X Semiconductor ETF (ASX: SEMI) Betashares Global Uranium ETF (ASX: URNM) Vanguard Global Value Equity Active ETF (ASX: VVLU) Global X Copper Miners AUD ETF (ASX: WIRE) Chapters: 00:00 Top 10 ETFs Reviewed 02:49 ATEC: Australian Tech Trap? 05:02 HACK: Cybersecurity’s AI Opportunity 07:42 NDQ: Still Worth Buying? 12:04 ROCKET: Space Investing Too Early? 14:49 ROYAL: Why Royalties Stand Out 16:05 SEMI: Has the Rally Gone Too Far? 17:37 URNM: Powering the AI Boom 19:26 VVLU: Why Value Matters Again 21:47 WIRE: Copper’s Demand Boom Join our community group on Facebook and tell us what ETFs or Stocks you want covered next! This episode was recorded on 16th September 2026. ——— 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 YouTube Subscribe 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.
S1 · E22
September 10 · 10 min
2 experts put their best stock picks to the test
Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others. Nick Healy from WAM and Doug Isles from GCQ give us their take on: Intercontinental Exchange (NYSE: ICE) Visa (NYSE: V) Fair Isaac Corp (NYSE: FICO) Safran (EPA: SAF) Chapters: 00:00 Introduction 01:02 ICE’s Exchange Advantage 02:56 Visa’s Powerful Network Effect 06:14 Safran’s Valuation Debate 07:46 FICO’s Pricing Power Debate ——— 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 YouTube Subscribe 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.
S1 · E21
September 3 · 18 min
Is one of the world's best AI stocks cheap? Two experts can't agree
TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history. GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning. Stocks Mentioned: Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330) Chapters: 00:00 TSMC: Opportunity or Warning? 01:14 Why TSMC Dominates Chips 05:41 Can AI Spending Continue? 10:30 TSMC’s Biggest Risks 15:48 What Changes Their Minds? ——— 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 YouTube Subscribe 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.
S1 · E20
August 27 · 18 min
8 high growth ASX stocks, reviewed by the experts
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. ——— 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 YouTube Subscribe 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.
S1 · E19
August 20 · 18 min
Your top ASX stocks, analysed by the experts
In 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 Introduction 01:09 Soul Patts: Premium Worth Paying? 02:53 ResMed: Henry Turns Bullish 04:37 CSL: Is It Back? 07:18 Aristocrat: Quality Versus Ethics 09:57 Technology One Divides Opinion 12:23 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 Points Listen to the podcast (Apple | Spotify) Watch on YouTube Subscribe 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.
S1 · E18
August 13 · 15 min
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 YouTube Subscribe 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.
S1 · E17
August 6 · 13 min
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 YouTube Subscribe 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.
S1 · E16
July 30 · 14 min
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 YouTube Subscribe 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.
S1 · E15
July 23 · 14 min
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 YouTube Subscribe 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.
S1 · E14
July 16 · 18 min
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 YouTube Subscribe 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.
S1 · E13
July 9 · 16 min
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 YouTube Subscribe 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.
S1 · E12
July 2 · 6 min
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 YouTube Subscribe 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.
S1 · E11
June 25 · 12 min
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 YouTube Subscribe 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.
S1 · E10
June 18 · 12 min
3 spicy fan favourites (and 2 BIG speccy buys)
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 community Stocks Mentioned: Polynovo (ASX: PNV) Qoria (ASX: QOR) EchoIQ (ASX: EIQ) Maronan Metals (ASX: MMA) Innovaero (not listed - IPO July 2026) Chapters: 00:00:00 Introduction 00:00:39 PolyNovo: Buy or Sell? 00:03:16 Qoria’s Cyber Safety Debate 00:05:13 EchoIQ Red Flags 00:08:11 Maronan Metals Takeover Thesis 00:10:11 Innovaero’s Drone Opportunity 00:11:25 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 Points Listen to the podcast (Apple | Spotify) Watch on YouTube Subscribe 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.
S1 · E9
June 11 · 14 min
5 smashed ASX software stocks that could rebound
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 Introduction 00:00:38 REA’s Durable Property Moat 00:02:47 Zip’s Remarkable Turnaround 00:05:17 Xero Faces AI Questions 00:09:01 Life360’s Disruption Debate 00:11:24 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 Points Listen to the podcast (Apple | Spotify) Watch on YouTube Subscribe 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.
S1 · E8
June 4 · 14 min
4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda
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 Introduction 00:00:39 ING Group: Banking Compounder 00:02:39 Brookdale Senior Living Boom 00:04:41 Sage Group’s AI Opportunity 00:06:32 Why IWG Could Win 00:08:46 Sponsor Message 00:09:45 Why Paramount Skydance Sells 00:11:49 Meta’s AI Spending Problem Stocks 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 Points Listen to the podcast (Apple | Spotify) Watch on YouTube Subscribe 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.
S1 · E7
May 28 · 16 min
5 companies quietly taking a cut of your everyday life
The products and services you use everyday are getting more and more expensive. What if you too, could benefit from these increases? Today’s guests, Chloe Stokes from Forager and James Rodda from Antipodes, discuss five stocks that are quietly clipping the ticket on our everyday lives to learn if we can profit from that too. Stocks Mentioned: Tesco (LON: TSCO) Wise Group PLC (NASDAQ: WSE) Flutter Entertainment (NYSE: FLUT) Yeti Holdings (NYSE: YETI) Chime Financial (NASDAQ: CHYM) Chapters: 00:00 Introduction 02:14 Why Wise Became A Sell 03:37 Tesco’s Defensive Appeal Fades 06:28 Flutter’s Prediction Market Threat 08:52 Betting Margins Under Pressure 11:08 Chime’s Digital Banking Opportunity 13:37 Yeti’s Global Growth Story ——— 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 YouTube Subscribe 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. 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. 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.

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