Equity ASA

Sir Ronald Cohen is an Egyptian-born British businessman, who fled his birthplace with his family in 1957, following the Suez Crisis, with only £10 to their name. Despite his family’s economic struggles, Sir Ronald’s hard work saw him win a scholarship to Oxford and then attend Harvard Business School.  

Referred to by the British press as ‘the father of British venture capital’ and ‘the father of social investment’, he is now leading the Impact Revolution – a movement seeking to achieve real social and environmental change. With an impressive background in management consulting, venture capitalism, and social investments, Sir Ronald has a compelling perspective on how to reshape capitalism. 

We spoke about his Harvard Business School research into impact weighted accounts. This research measured the environmental impacts from the operations of 3,000 companies and found 450 of them create more damage than profit, 1,000 create damage equivalent to 25% of their profit, and 2/3 create damage less than 25% of their profit. Sir Ronald believes changing the world and making a profit go hand in hand. He says investors should put money into the hands of those who do good and do well at the same time.  

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

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Dr Laura Rusu is the founder & CEO of LENSELL® the only Global Digital Platform for Corporate Performance Democratisation that allows retail investors and other stakeholders get fast and easy access to corporates' financial and non-financial performance. We help people make better informed decisions with data driven insights.

Diversiview Online Investment Portfolio Risk Tool https://diversiview.online/

ASA webinar with Laura (member access only): https://bit.ly/2WQprLN

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

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Jason McIntosh is the founder of Motion Trader, an algorithmic subscription-based trend identification service. We spoke about:

• The problems with buying the dip
• The dangers of averaging down
• The fear of buying into strength
• Thinking about when to sell whether you’re sitting on a loss or a profit

Here’s a link to some videos where he introduces his trading philosophy:

https://www.motiontrader.com.au/asa

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

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Christian Eckelmann is the co-founder of Upstreet, a new app that makes it easy to earn shares while you shop. Upstreet is one of a new breed of fintech startups that is making it easy to invest in shares with the smallest amounts of money. Upstreet is giving away free fractional shares at moonshot.upstreet.co. Earn up to $100 worth of rewards.

Upstreet website: https://www.upstreet.co/

Linkedin: https://www.linkedin.com/company/upstreet-co/

Facebook: https://www.facebook.com/upstreet.co

Instagram: https://www.instagram.com/upstreet.co/

Twitter: https://twitter.com/get_upstreet

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

The Australian Shareholders’ Association Annual Conference was held on May 31 – June 1, 2021 at the Sydney Hilton Hotel. I had a great time mingling with members, sponsors and speakers. I hope these interviews capture some of the great spirit of everyone involved.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

Phil Lynch has over 30 years experience working in Asia Pacific (AP) markets with Johnson & Johnson. He is an experienced Board Director with a diverse background across corporate development, strategy, financial performance, marketing and governance. In his last role he was the Vice President, Commercial Growth where he partnered with the M&A team on integration and growth of acquired businesses in AP. He was previously Managing Director for the the Australian Consumer Health Products Company and in earlier roles led businesses in Thailand, Vietnam and Singapore and Sales & Marketing functions across AP. He’s a Business graduate from Monash University, He has completed post graduate studies at the University of Virginia Darden Business chool and is a Graduate of the Australian Institute of Company Directors.

Race Oncology seeks to prove the safety and efficacy of Bisantrene, though a clinical trial program focused on its Three Pillar Strategy, which capitalises on legacy trial indications in Breast & Acute Myeloid Leukaemia, but with a focus through Pillar one on Bisantrene's Pre Clinical potency in inhibiting the Fat Mass & Obesity Associated Protein (FTO), bringing broader potential application to Cancer therapeutics.

https://www.raceoncology.com/phil-lynch/

Simply Wall St Analysis: https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-rac/race-oncology-shares

The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA.

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

Nick Nicolaides is from the brand new investing platform Pearler. Pearler was founded by 3 friends from Sydney in 2018 after they got fed up with only having two options to refer friends to when they wanted to start investing – confusing trading platforms or expensive micro-investment apps. Their goal is to make it easy for every Aussie to invest in shares the right way: incremental amounts in diversified portfolios, for the long-term.

Pearler website: https://pearler.com/

Linkedin: https://www.linkedin.com/company/pearler

Facebook: https://www.facebook.com/pearlerHQ

Instagram: https://www.instagram.com/pearlerhq/

Twitter: https://twitter.com/pearlerhq

Sign up using this link to receive free brokerage on your first share purchase

https://pearler.com/register?deal=sharesforbeginners

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

Martin Filz is one of the most well-respected and influential individuals in the market research industry and has held senior executive roles as Managing Director of EMEA and APAC at Research Now (now a part of Dynata) and CEO of EMEA / APAC at Kantar-owned, Lightspeed GMI. He joined Pureprofile from Eureka AI, a business intelligence platform, where he was Managing Director and Chief Revenue Officer. He is active in digital and research bodies including the Association of Market and Social Research Organisations (AMRSO), ESOMAR, the Australian Market and Social Research Society (AMSRS), and the Interactive Advertising Bureau (IAB).

Pureprofile Ltd provides profile marketing and insights technology services for marketers, researchers, and publishers in Australia and internationally. The company operates through three segments: Data & Insights, Media, and Performance. The Data & Insights segment conducts market research; and provides research technology platforms. The Media segment buys and sells online advertising inventory on behalf of advertisers and publishers. The Performance segment generates leads for clients through its consumer database and proprietary and partner digital assets. It collects deep profiles of consumers and provides businesses the ability to segment, target, and engage with audiences through research, marketing, and advertising. Pureprofile Ltd was founded in 2000 and is headquartered in Darlinghurst, Australia.

Pureprofile website: https://business.pureprofile.com/investor-centre/

Simply Wall St Analysis: https://simplywall.st/stocks/au/media/asx-ppl/pureprofile-shares

The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA. 

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

The Australian Shareholders’ Association's Annual Investor Conference is going live on May 31-June 1. It's the only place where you can hear directly from the Chairs of Commonwealth Bank, BHP, Telstra and Woolworths plus CEO’s of Fortescue Metals, Origin Energy, Sonic and the CFO of AGL.

It's 2 full days of networking, buffet lunches, morning and afternoon teas, cocktail reception and investment education with some of the most distinguished financial experts in Australia, at the Sheraton Grand Hyde Park Sydney. It's a great opportunity to meet like-minded investors and to hear presentations from the best minds in investing. Whether you're a beginner or have been building wealth for years, this conference offers something to suit everyone's level of investment knowledge. If you're in another capital city, there will be virtual meetings live-streamed in conference centres to be announced.

If you can make it to the Sydney event:

The FIRST 10 people to book get a 40% discount plus a FREE 1-year membership to ASA. That’s $890 of value for only $450.

Head to: www.australianshareholders.com/podcastoffer

For the live-streamed events:

The FIRST 10 people to book get a 40% discount plus a FREE 1-year membership to ASA. That’s $637 of value for only $397.

Head to: www.australianshareholders.com/podcastdeal

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Kanish Chugh is Head of Distribution at ETF provider ETF Securities for institutional, intermediary and retail clients. He joined ETF Securities in 2015 and has previous experience with Fidelity International, BlackRock and Australian Financial Review.

We spoke about some of the trends in battery technology, electric vehicles, the different flavours of lithium and how ETFs can diversify your exposure to themes of the future

https://www.etfsecurities.com.au/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.

We value your feedback and questions. Please contact us at [email protected] if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.