Buy or Sell

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 [http://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 [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— 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 [https://acast.com/privacy] for more information.

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 [http://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 [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— 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 [https://acast.com/privacy] for more information.

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 [http://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 [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— 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 [https://acast.com/privacy] for more information.

2 fundies analyse each other's best ideas (+ 2 HUGE sells)

Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of. Stocks Mentioned: Codan (ASX: CDA) Channel Infrastructure NZ (ASX: CHI) ServiceStream (ASX: SSM) NRW Holdings (ASX: NWH) WiseTech Global (ASX: WTC) 4DMedical (ASX: 4DX) Chapter Timestamps: 00:00 Introduction 00:49 Codan’s Growth Run 04:09 Channel Infrastructure Bull Case 06:52 Service Stream Momentum 09:15 NRW Holdings Still Climbing 12:35 Break Before The Sells 13:40 Andrew’s ASX Avoid 15:59 Rachel’s Stock Warning 17:42 Closing Thoughts --- 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 [http://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 [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— 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 [https://acast.com/privacy] for more information.

4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder

If you want a little-known stock to impress your friends at your next dinner party, this episode is for you. Today, Rachel Folder from Pendal and Andrew Mitchell from Ophir take a look at some undiscovered small-cap gems of the ASX.  Stocks Mentioned: Southern Cross Electrical Engineering (ASX: SXE), G8 Education (ASX: GEM), Duratec (ASX: DUR), SkinKandy (Upcoming IPO, SK1) Chapters: 00:00 Introduction 00:29 Southern Cross Electrical Engineering: Buy Debate 03:24 G8 Education: Buy or Sell 08:24 Duratec: Defense Growth Play 11:01 Skin Candy: Retail Expansion --- 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 [http://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 [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— 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 [https://acast.com/privacy] for more information.