Equity ASA

Tim Oldham is the CEO & MD of AdAlta, ASX code 1AD. Tim has more than 15 years of life sciences business development, alliance management, portfolio and product development, and commercialisation experience in Europe, Asia and Australia, with a particular focus on biologics, cell and gene therapies and pharmaceutical products. He joined me to chat about AD-214 the drug that AdAlta is developing for the treatment of pulmonary fibrosis.

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.

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Brad Dunn is the Senior Credit Analyst of three eInvest Active Fixed Income ETFs – codes: ECAS, ECOR and EMAX.

Brad shares his views on:

• The future for interest rates.
• Why pay management fees for an active ETF when you can just buy the index?
• The problems with fixed income indices.
• Finding good corporate bonds.
• Credit Ratings Agencies.

Brad’s experience includes over 10 years as a credit and equities analysist for Ord Minnett. He is currently responsible for the credit analysis of three of eInvest’s Fixed Income Active ETFs – codes: ECAS, ECOR and EMAX. Brad has a Bachelor of Economics, majoring in Economics and Finance, as well as a Master of Applied Finance both from Macquarie University. Brad has also completed Level 1 CFA.

Brad has provided further information for Australian Shareholders Association members at www.einvest.com.au/asa

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.

Michael Dee is the founder and director of Pythagoras Investing a trading methodology that utilises volatility to find buy and sell signals. He's trained in Accounting, Finance and Investment, and spent his working life in the Finance Industry, specifically in wealth creation. He spent many years learning his craft in the Queensland Investing Corporation. In this episode we talk about the sectors that he is finding the most interesting at the moment.

Michael has a page with more information for members of the Australian Shareholders' Association. You can access it here: https://www.pythagorasinvesting.com/asa/

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.

Dr James Garner is the CEO of Kazia Therapeutics, an oncology-focused biotechnology company developing innovative anti-cancer drugs. It was great to chat with James about the development of Paxalisib a drug that is being tested for use in the treatment of brain tumours. He also shared some interesting insights into how drugs are developed and tested now. It's a sector that is benefiting from the streamlining of drug testing and novel paths to innovation.
The company and/or guest has contributed to the costs associated with producing this episode of The Equity Investor Journey. Phil Muscatello is the producer and host of The Equity Investor Journey Podcast for the Australian Shareholders’ Association.
Phil Muscatello is not an investor relations representative, corporate advisor or covering analyst for the company presenting on this podcast. Phil Muscatello or any related party associated with him does not hold any equity in the company presenting. All listeners must seek advice from an ASIC licensed finance professional before any investment in this company. Listeners are required to do their own research and due diligence in conjunction with relevant advice from your ASIC licensed finance professional.
This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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

Julian is an Investment Specialist at Platinum, an Australia-based investment manager that focuses on one asset class – international shares providing portfolios of listed companies from around the world. Platinum offers one core investment style – seeking out companies whose true worth and prospects are yet to be fully recognised by the market. He's joined us to talk about their approach to value investing. Julian explains about:

• Finding areas of neglect in times of uncertainty
• Areas of over-excitement from which to profit
• Regions that deserve investor attention
• the evolution of economies through the Asia region

If you are considering an investment in any fund managed by Platinum, you should read the latest product disclosure statement for the relevant fund, available at www.platinum.com.au.

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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

Steve Mabb is a successful businessman turned full-time investor and now an ASA company monitor. In this episode he talks about how he uses ASX-listed ETFs to gain exposure to companies that aren’t listed directly on the Australian Stock Exchange (ASX).

Our stock market is currently dominated by miners and banks. Great companies for sure — but unlikely to exceed the pace of growth of some of the “new economy” companies listed overseas in the years and decades ahead. As an Australian investor who wants exposure to international technology and real diversification, Steve describes the ETFs that he has invested in to widen his international exposure.

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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

Disruption is a word that you hear a lot, but what does it actually mean? Doug Morris is the CEO of Sharesight, and he joins us to explain disruption, who it benefits and how it is changing the world. From Robo-advisors to neo-banks, disruptors in finance, or fintechs, are changing how we invest and putting more power into the hands of investors

Sharesight is a portfolio tracking and reporting tool for anyone who owns investments, has a desire to understand how those investments are actually performing, or needs to produce tax reports. Sharesight automatically calculates the performance of your overall portfolio and individual shares over any time period. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages. It provides you with tools that allow you to view your portfolio’s true performance, but in different ways. For example, you can use one of our graphing features such as our growth graph, value graph or our sophisticated performance index chart. In addition, you can benchmark your performance against an extensive number of common funds or markets.

For more information visit: https://www.sharesight.com/au/

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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

Russell Markham – Director of Education, Asia Pacific - VectorVest - https://www.vectorvest.com.au/

Russell holds a degree in Management Studies with a double major in Economics and Accounting. He also has a Masters of Financial Planning degree and post grad qualifications in Technology Management and in Marketing.

Russell has more than 20 years commercial experience in financial analysis, marketing, education and training in Energy, Banking, Insurance and Financial Planning in Australia, New Zealand and Hong Kong.

He been with VectorVest for 9 years and is now their Director of Education and Training for Asia Pacific, based in Australia. Russell has been instrumental in putting together the model portfolios that VectorVest tracks for Australia. He is a Trustee of his family’s SMSF.

This podcast is for information and educational purposes only. It isn’t financial advice, as we don’t know your personal financial situation so you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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

When we think of shares we generally think of single companies that are listed on the stock market. This is not always the case. Some shares allow you to access investments that are generally beyond the scope of individual investors. Such is the case with Bailador – ASX:BTI, a specialist investor in growth stage information technology businesses.

David Kirk is the former Chief Executive of ASX-listed Fairfax Media Ltd., where he led the successful investment into a number of internet businesses including Fairfax’s acquisition of Trade Me and Stayz. He has been a growth stage investor in technology-based businesses since 1999. He's Chairman of ASX-listed Trade Me Group Limited and Kathmandu Holdings Limited, Chairman of Forsyth Barr Limited, a privately-owned New Zealand investment firm, and a Director of each of DocsCorp, SMI, Viostream and Rezdy.

Prior to entering the corporate world, David enjoyed a highly successful rugby career, captaining the All Blacks to win the World Cup in 1987.

For more information about Bailador please go to the website at https://bailador.com.au/

An extended version of this interview is available at https://www.sharesforbeginners.com/blog/david-kirk

This podcast is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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

A brief introduction to the The Australian Shareholders' Association with the CEO, John Cowling.
This podcast is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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