Equity Mates Investing Podcast

Look for companies with a "positive growth gap". That is the message from today's expert, Frank Thornmann, Portfolio Manager at Schroders. Using plenty of real stock examples, we unpack Frank's process to understand: * What he means by 'positive growth gaps' * How he identifies moments where sentiment and business reality diverge * Managing position sizes and portfolio construction * Frank's contrarian view on AI and where he sees opportunity * What we're missing by not focusing on Europe * How changing holding times create opportunities for patient investors —------ Thank you to Schroders [https://www.schroders.com/en-au/au/adviser/fund-centre/?language=en-au&location=au&channel=adviser&clientId=schdr&clientVersion=v1&externalId=SCHDR_F00001OM32&r=%2Ffund%2FSCHDR_F00001OM32%2F&fundName=Schroder-Global-Equity-Alpha-Fund-Active-ETF] for sponsoring this episode.   Head to the website to find out more about the Schroder Global Equity Alpha Fund – Active ETF [https://www.schroders.com/en-au/au/adviser/fund-centre/?language=en-au&location=au&channel=adviser&clientId=schdr&clientVersion=v1&externalId=SCHDR_F00001OM32&r=%2Ffund%2FSCHDR_F00001OM32%2F&fundName=Schroder-Global-Equity-Alpha-Fund-Active-ETF] Support from partners like Schroders helps us keep all of our content free. —------ Looking for some of our favourite research tools? * Download our free Basics of ETF handbook [https://tinyurl.com/7k2z7ebx] * Or our free 4-step stock checklist [https://tinyurl.com/4zjkm3pt] * Find company information on TIKR [https://www.tikr.com/?ref=equitymates] * Screen the market with GuruFocus [https://tinyurl.com/499y9d2f] * Research reports from Good Research [https://goodresearch.com.au/ref/equitymates/] * Track your portfolio with Sharesight [https://www.sharesight.com/au/equitymates/] —------ 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 [https://acast.com/privacy] for more information.

Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet. Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process. Tune in to hear which company was Warren Buffett's latest big win. That's not all we're covering in another big episode of Equity Mates: * Super September continues as we unpack the government schemes to boost your Super * Sam Gordon joins to talk all things rent-vesting and how to get into property on any budget Find out more about Sam Gordon and Australian Property Scout on their website [https://tinyurl.com/e982za76]. Australia Property Scout Summit Tickets Available here [https://tinyurl.com/8vcr3w22] —------ Want to get involved in the podcast? Record a voice note [https://tinyurl.com/4uw5f58j] or send us a message [https://tinyurl.com/2hyfsrw7]  And come and join the conversation in the Equity Mates Facebook Discussion Group [https://www.facebook.com/groups/equitymates/]. —------ 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]) —------ Looking for some of our favourite research tools? * Download our free Basics of ETF handbook [https://tinyurl.com/7k2z7ebx] * Or our free 4-step stock checklist [https://tinyurl.com/4zjkm3pt] * Find company information on TIKR [https://www.tikr.com/?ref=equitymates] * Screen the market with GuruFocus [https://tinyurl.com/499y9d2f] * Research reports from Good Research [https://goodresearch.com.au/ref/equitymates/] * Track your portfolio with Sharesight [https://www.sharesight.com/au/equitymates/] —------ 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 [https://acast.com/privacy] for more information.

Charlie Viola is the founder of Viola Private Wealth [https://www.violaprivatewealth.com.au/] and is a regular at the top of the lists of Australia's best financial advisers. Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth. From understanding who the client is, to getting the right money in the right places, to making good long-term investing decisions, this episode was our effort to better understand Charlie's process so we could add to our own. If you'd like to chat to Charlie or another of our hand-picked financial advisers, fill out this form [https://equitymates.com/advice] and we'll match you with an adviser that suits your needs. —------ Want to get involved in the podcast? Record a voice note [https://tinyurl.com/4uw5f58j] or send us a message [https://tinyurl.com/2hyfsrw7]  And come and join the conversation in the Equity Mates Facebook Discussion Group [https://www.facebook.com/groups/equitymates/]. —------ 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]. We’re particularly excited to share our latest show: Basis Points * Watch or listen to the show (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae] | YouTube [https://tinyurl.com/yc596wem]) * Read the monthly email [https://basispoints.beehiiv.com/] —------ Looking for some of our favourite research tools? * Download our free Basics of ETF handbook [https://tinyurl.com/7k2z7ebx] * Or our free 4-step stock checklist [https://tinyurl.com/4zjkm3pt] * Find company information on TIKR [https://www.tikr.com/?ref=equitymates] * Track your portfolio with Sharesight [https://www.sharesight.com/au/equitymates/] —------ 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 [https://acast.com/privacy] for more information.

Has Larry Ellison just had the best week in business history? He added $101 billion to his net worth in an afternoon, briefly became the world's richest person, is leading the buyout of TikTok's American operations and his helping his son take over Hollywood. Not bad for an 81-year-old who many thought was a relic of a past internet age. In today's episode we unpack everything Ellison related, from Oracle, to TikTok, to Paramount and Warner Bros Discovery. That's not all we're covering in another big episode of Equity Mates: * Pimp my Portfolio is back as we review the portfolio of an Equity Mates listener * Super September continues as we unpack the big difference small additional contributions can make —------ Want to get involved in the podcast? Record a voice note [https://tinyurl.com/4uw5f58j] or send us a message [https://tinyurl.com/2hyfsrw7]  And come and join the conversation in the Equity Mates Facebook Discussion Group [https://www.facebook.com/groups/equitymates/]. —------ 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]) —------ Looking for some of our favourite research tools? * Download our free Basics of ETF handbook [https://tinyurl.com/7k2z7ebx] * Or our free 4-step stock checklist [https://tinyurl.com/4zjkm3pt] * Find company information on TIKR [https://www.tikr.com/?ref=equitymates] * Screen the market with GuruFocus [https://tinyurl.com/499y9d2f] * Research reports from Good Research [https://goodresearch.com.au/ref/equitymates/] * Track your portfolio with Sharesight [https://www.sharesight.com/au/equitymates/] —------ 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 [https://acast.com/privacy] for more information.

Only 43% of Australians have positive feelings about retirement. Getting our Superannuation in order is a big way to change that. As we continue our Super September coverage, we are joined by Daniel Shrimski, Managing Director of Vanguard Australia, to discuss Vanguard's 3rd annual reporting into Australians and retirement: How Australia Retires [https://www.vanguard.com.au/super/learn/super-insights/how-australia-retires]. We unpack some of the biggest findings from the report, including: * Why so many working age Australians have negative feelings towards retirement * How much Australians think they'll need for retirement (and what the data says we'll actually need) * The question of retiring with a mortgage or as a renter * 5 steps every Australian can take to improve their retirement —------ Thank you to Vanguard Super [vanguard.com.au/super] for sponsoring this episode and helping us keep all of our content free. Explore Vanguard Super at: vanguard.com.au/super [vanguard.com.au/super] —------ Want to get involved in the podcast? Record a voice note [https://tinyurl.com/4uw5f58j] or send us a message [https://tinyurl.com/2hyfsrw7]  And come and join the conversation in the Equity Mates Facebook Discussion Group [https://www.facebook.com/groups/equitymates/]. —------ 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]. —------ Looking for some of our favourite research tools? * Download our free Basics of ETF handbook [https://tinyurl.com/7k2z7ebx] * Or our free 4-step stock checklist [https://tinyurl.com/4zjkm3pt] * Find company information on TIKR [https://www.tikr.com/?ref=equitymates] * Screen the market with GuruFocus [https://tinyurl.com/499y9d2f] * Research reports from Good Research [https://goodresearch.com.au/ref/equitymates/] * Track your portfolio with Sharesight [https://www.sharesight.com/au/equitymates/] —------ 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 [https://acast.com/privacy] for more information.