Equity ASA

Mark Tobin is the founder of Coffee Microcaps. He is an analyst who focuses on the small end of the ASX, a part of the market that doesn’t receive a lot of attention. We spoke about Mark's guide to assessing the quality of company management.

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.

Tony Kofkin is founder & Managing Partner at Kofkin Bond & Co a leading Financial planning firm.

We addressed 2 main themes:

• What do financial planners offer experienced investors like those of the Australian Shareholders' Association?
• Why younger investors should think about financial planning in spite of the expenses involved.

Tony LinkedIn - https://www.linkedin.com/in/anthony-kofkin/

KB&C LinkedIn - https://www.linkedin.com/company/6635674/

KB&C Facebook - https://www.facebook.com/kofkinbond

KB&C Website - www.kofkinbond.com.au 

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. 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.

Kylie Purcell is the investments editor at Finder. She has a background in business and finance news with her work featured on sites including Yahoo Finance, Sky Business and the Adviser Magazine. She held previous roles at SBS, Your Money, TVNZ, CTGN, Switzer Group and Momentum Media. Kylie has a Masters in International Journalism and a Graduate Diploma in Economics. She is currently working towards ASIC RG146 compliance certificates for Financial Advice and Securities and Managed Investments. When she's not writing about the markets you can find her hunting for a good travel bargain.

"There are so many new platforms that are popping up these days. The newest brokers focus on US stocks. So now we've got a whole bunch of zero brokerage, US trading platforms out there. You might have seen eToro, we've got Stake, which launched a couple of years ago - that was the first in Australia to launch zero brokerage trading. So that's very low fees and you can invest smaller amounts with US stocks. They tend to be focused towards that kind of younger audience, that kind of Wall StreetBets audience that we see in the US. The Robin Hood investors where it's very minimalist design offering quick trades on your phone. They tend to be optimised for mobile, and that's the angle they tend to push. You want to trade GameStop or, or Facebook or whatever, you can make a quick trade so fast."

https://www.finder.com.au/author/kyliepurcell

https://www.finder.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.

Jordan Eliseo is the Manager – Listed Products and Investment Research at Gold Corporation – The Perth Mint. Jordan has 25 years of experience in the finance industry including Chief Economist at ABC Bullion. The Perth Mint was founded in 1899 and is Australia’s largest precious metals enterprise and distributes around $18 billion of precious metals in different products to investors in over 100 countries. Owned by the Government of Western Australia, The Perth Mint is backed by a unique government guarantee.In this episode, Jordan discusses all things gold: Fiat currency, how it compares to Bitcoin, why people choose to invest in it, why you may consider including it as part of your portfolio and different ways to invest in gold.
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. 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.

Ethical investing is becoming a key consideration for many investors. Claude Walker is the founder of A Rich Life and writes the Ethical Equities column for this publication.He had the good fortune of starting young as an investor, and was the Research Analyst and then Advisor of Motley Fool Hidden Gems from 2014 – 2018, during which period his recommendations more than doubled the market return. He considers the impact his investments have on society and the environment, not just the expected financial return.
In the past few years he has enjoyed most success with medium-sized high-growth tech stocks on the ASX, but has continued to invest heavily in smaller, unloved and ignored micro-caps, because the market is much less efficient at the small end.
We talk about his investing philosophy and shares a couple ideas about companies that he has invested in.
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.

Gemma Dale is the Director, SMSF and Investor Behaviour at Nabtrade and is the host of the Your Wealth podcast. It features insights and updates from market and finance experts to help investors become better informed. She is also a regular market and finance commentator on Your Money, Sky Business, featuring on Sunrise, AFR, ABC TV and Radio, Channel Ten and other media. She regularly presents at major industry events including ASX Investor and Adviser Days and the Kanga Conference. We talk about the podcast, some of her more recent guests, and about the surprisingly conservative investor behaviour witnessed during this extraordinary year.
Link to Your Wealth Podcast - https://www.nabtrade.com.au/yourwealth
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.

Tony Kynaston is arguably one of Australia’s best private investors. Tony is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a checklist methodology to become a professional investor. It’s called Quality at Value, and it tells him what to buy and when to buy it. The average return on his portfolio over the last 20 years has been 19.5% per annum – double the ASX index. He's joined me in this episode to talk about Quality at Value and the podcast that he's created with his friend Cameron Reilly - the QAV PodcastOn this podcast Tony teaches Cameron how to use the checklist to become a successful investor. It’s like a weekly university class on value investing from a full-time investor with a private portfolio bigger than some funds (according to his stockbroker). He's also just joined the Association so please make him welcome.You can find Tony & Cameron's podcast here - https://qavpodcast.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.

Andrew is the founder and managing director of Strawman.com an online investors club which shares independent share market research and recommendations between Australia’s best private investors. With 11,000 current active members it is a thriving community of investors who compete against one another based on performance and community endorsement. Andrew has worked in financial markets for over 20 years, with experience as an equity’s investor and a market commentator.

Following are some questions that he believes that not only should be thought about, but written down before any share purchase:

• What does the business do?
• What do I understand about it?
• Why do I think earnings are going to grow the way I expect them to?
• How do I ascribe value to something like this?

Write down your thoughts when you’re researching a company and you will become a much better informed investor and you’ll have much higher levels of conviction. It will mean that when share prices inevitably fall you can judge whether something is fundamentally wrong with the business or the fall is due to other factors.

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.

Australia is a world leader and innovator in the Buy Now Pay Later (BNPL) space. I'm joined today by Michael Eidel of Openpay ASX:OPY. Everyone has heard about Afterpay but it's worth noting that there are other players in this sector. Openpay partners with merchants to allow for customers to spread their payments over time at zero interest. It’s headquartered in Australia and its services are available here, in New Zealand and most recently the UK. It was founded in 2013 with Michael taking up the role of CEO since 2019. Michael talks about his previous career at CBA and how they first noticed things changing in the payment space and the difference between a large financial services company and running a small fintech startup.

Please Note: This episode was recorded prior to the reporting of FY20 annual results on August 31, 2020.

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

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.

In this episode I'm joined by David Bassanese the chief economist at BetaShares ETFs. We talk about his views on:

• The economy as the world comes out of lockdown
• The psychological effects of reducing interest rates
• The structural reasons for low inflation
• The outlook for banks, resources and technology sectors

David is responsible for developing economic insights and portfolio construction strategies for adviser and retail clients of BetaShares. He was an economic columnist for The Australian Financial Review (AFR) for over a decade and spent several years as a senior economist and interest rate strategist at Bankers Trust and Macquarie Bank.

He started his career as a Commonwealth Treasury official, after which he spent three years as a research economist at the Organisation for Economic Cooperation and Development (OECD) in Paris, France.

David is the author of two online investment books, including Australia’s most comprehensive book on the local ETF market. He graduated with first class honours from the University of Adelaide, and a Master in Public Policy from the J.F. Kennedy School of Government at Harvard University.

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