What makes a great growth company? Jared Pohl from ECP Asset Management joins us to break down the key traits he looks for, how he manages conviction, and why selling is just as important as buying.

In this episode:

• What separates a good business from a great one.
• How to manage conviction and position size.
• Knowing when to sell, even the companies you love.

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Thanks to ECP Asset Management for supporting Equity Mates. You can find out more about ECP's funds and LIC (ASX: ECP) at https://ecpam.com/ 

Note for clarification: in the section discussing Pro Medicus, Jared is talking about Pro Medicus (ASX:PME) not the unlisted exposure he mentions elsewhere in the discussion.

—------

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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. 

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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 for more information.

Tariffs are back in the headlines with the EU-US trade deal, China and the US continuing to talk and Australia facing 15-20% tariffs.

We unpack it all on today's episode of Equity Mates.

We also cover:

• Loveable - the world's fastest growing company
• Unhelpful Desk returns
• Pimp my Portfolio with Adam Dawes

—------

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Read the monthly email

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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 for more information.

In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it.

In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance conversations.

Download Dylan's case studies:

• Debt recycling
• Transition to Retirement
• School fees

Interested in speaking to Dylan or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.

—------

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Track your portfolio with Sharesight

—------

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 for more information.

10 years ago, none of Australia’s car imports came from China. Today it is 17%. By 2035, it is estimated to be 43%. Tune in as we unpack the Chinese EV boom.

That's not all we cover in another big episode:

• Matt Ingram is back to review a community member's portfolio in Pimp my Portfolio
• We review the hottest stocks on Twitter (X) in a new segment: X-Marks the Stock

Have a question you want us to answer? Record a voice note or send us a message

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

• Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
• Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email

—------

Looking for some of our favourite research tools?

• Read our free ETF Investing Handbook
• Download our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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 for more information.

Earnings season is off to a strong start, Aussie miners are bouncing back, and we each bring a stock that's on our watch list. Plus, we unpack a community question: should you tweak your investing strategy if a recession is coming or stick to dollar-cost averaging?

Have a question you want us to answer? Record a voice note or send us a message

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

• Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
• Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email

———

Looking for some of our favourite research tools?

• Read our free ETF Investing Handbook
• Download our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Track your portfolio with Sharesight

———

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 for more information.

For long-time consumers of Australian financial content, you are likely familiar with today's guest.

Ally Selby is a financial journalist who has previously worked for LiveWire, Financial Standard, Pedestrian Group, Your Money, Sky Business and Sky News. Today, Ally is Head of Marketing & Distribution at Minotaur Capital.

Between us, we've done over a thousand interviews with expert investors. So in today's episode we share what we've learned.

Have a question you want us to answer? Record a voice note or send us a message

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

• Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
• Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email

—------

Looking for some of our favourite research tools?

• Read our free ETF Investing Handbook
• Download our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Track your portfolio with Sharesight

—------

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 for more information.

Luke Laretive is back for another edition of Pimp my Portfolio. What will he have to say about community member Keiran's portfolio? Tune in to find out.

That's not all we cover in another big episode:

• The RBA is moving to ban all card surcharges
• We cover the latest trade war news
• Earnings season has kicked off in the US - what have we learned so far?
• Pimp my Portfolio with Luke Laretive

Have a question you want us to answer? Record a voice note or send us a message

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

• Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
• Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email

—------

Looking for some of our favourite research tools?

• Read our free ETF Investing Handbook
• Download our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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 for more information.

Warren Buffett's may be history's greatest investor, but that doesn't mean he gets everything right. Tune in to hear about one of his biggest mistakes of the past decade.

That's not all we cover in another big episode:

• Bitcoin crosses $120k USD - where to from here?
• More of the same for Aussie housing
• Bryce's $500-to-$5k quest continues
• The Unhelpful Desk returns

Have a question you want us to answer? Record a voice note or send us a message

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

• Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
• Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email

—------

Looking for some of our favourite research tools?

• Read our free ETF Investing Handbook
• Download our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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 for more information.

The biggest financial decision you'll ever make is who you spend the rest of your life with.

Today we're joined by Glen Hare, financial adviser and cofounder of Fox & Hare, to unpack everything money and love.

If you've ever wondered when is the right time to merge accounts, how couples can optimise tax, financial red flags or anything else about managing money as a couple - well rest assured, at Fox & Hare, Glen has seen it all. In this episode he shares everything we need to know and gives us some real-life examples of the good (and the not-so-good!)

Interested in speaking to Glen or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.

—------

Want to get involved in the podcast? Record a voice note or send us a message 

—------

Want more Equity Mates? However you want to learn about investing - we’ve got you covered.

We’re particularly excited to share our latest show: Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Read the monthly email

—------

Looking for some of our favourite research tools?

• Download our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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 for more information.

Nvidia has topped $4 trillion and isn't showing signs of slowing, Matt Ingram returns for Pimp my Portfolio & we unpack SpaceX's record valuation.

Have a question you want us to answer? Record a voice note or send us a message

—------

Interested in trying Good Day Multivitamins?

Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

• Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
• Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email

—------

Looking for some of our favourite research tools?

• Read our free ETF Investing Handbook
• Download our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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 for more information.