You may have heard of micro-cap, small-cap, mid-cap, large-cap, and mega-cap before. No, it doesn't refer to sizes of cappuccinos! It refers to the market capitalisation of companies. Many investors choose to specialise in investing in companies of a particular market capitalisation, because companies can have different attributes depending on where they are in their growth cycle. Generally speaking, a micro-cap company would be very early on in its growth cycle, compared to a mega-cap. We've had a lot of interest from listeners wanting to know more about small-cap stocks, so that's why this episode we sit down with Henry Jennings. Henry has spent a lifetime in stockbroking and investment banking. Originally from the UK, Henry has been a divisional director for Macquarie Bank responsible for equity trading and has been both a trader and a broker during his career. Currently, Henry is a Senior Investment Analyst and Portfolio Manager at Marcus Today. Henry specialises in small and mid-caps although he has a thorough knowledge and understanding of large caps too. As millennial investors, we have time on our side, and small/mid-cap stocks offer us great capital growth potential. This is a good conversation about how millennials can harness the power of time, and incorporate small- and mid-cap stocks into our investing strategy. In this episode you will learn: • The definition of small cap stocks • The major differences between small and large caps • How you can get exposure to small-cap investing • What to look for in a small cap • About the power of a narrative • What is on Henry's watchlist at the moment • Henry's thoughts on some of our listener's small-cap picks Stocks and resources discussed: • Marcus Today • Afterpay (ASX: APT) • Tinybeans Group Ltd (ASX: TNY) • Raiz Invest Limited (ASX: RZI) • Hylea Metals Limited (ASX: HCO) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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The Cannabis industry has been on our radar for a while now, but it's still so early on in its growth (pun intended). There's a lot to learn about the industry, and we believe it's important to start understanding it now, as the investing opportunities are potentially immense. That's why we sat down with founder and CIO of the Green Fund, Mark Bernberg. The Green Fund is a global research house, covering the global cannabis industry with a specific focus on the APAC region. Mark also runs a fund, specifically investing in cannabis, for sophisticated investors. He has a deep knowledge of the industry and provides us with some fascinating insight into the future growth trajectory of the cannabis industry. In this episode you will learn: • What sparked Mark's interest in medical marijuana • Some of the key stats about the industry: value, projected growth and some of the big players • Why you should back out of investing in the supply side • The environment in Australia, and the role we'll play as the industry grows • Where investor's money is flowing at the moment • How you can get exposure to the industry as a beginner investor • Why the retail and pharama spaces are the one sto watch for future investing opportunities Stocks and resources discussed: • The Green Fund - Mark's research house • Mark's Paper Portfolio • Canopy Growth • Aurora Cannabis • Tilray • Cronos • CannTrust • ETF - Horizons HMMJ - Largest in the world How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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New Financial Year seems like a good time to review the predictions we made at the start of the year (also Bryce's book still hasn't arrived for our monthly bookclub - thanks Amazon - so we've had to delay that). So enjoy listening as we review some of our predictions from 6 months ago. There are some that we can make a call on (i.e. Alec's prediction for the 2019 Federal Election) and a lot that we're tracking as we enter the second half of the year. Topics include: • Overall market performance • Investment style - will value outperform growth? • A number of company specific predictions - Disney, Afterpay, Uber, Lyft & WeWork • We've also included a call on cryptocurrency (given its recent run) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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Last episode of the month, means we're once again answering your questions. In this episode we're answering questions on: • Franking credits • Bonds and fixed income products • Mergers and acquisitions • International diversification and exchange rates • Facebook's new cryptocurrency Libra • Intrinsic value • Knowing when to sell If you want to ask questions for our next Ask Us Anything episode, reach out to us via email, social media or the Ask Us Anything section of our website. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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Ethical investing is becoming increasingly popular, and it's also delivering some great returns. Due to popular demand, we've dedicated this episode to explore ethical, socially responsible and sustainable investing. According to the Responsible Investment Association Australasia, "responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection and monitoring of investments." As it's an area of investing that is growing, both in assets under management, and in terms of products becoming available to retail investors, there is a lot to consider for us investors. In this episode you will learn: • What ethical investing is • Whats socially responsible investing is • What sustainable investing is • What the Responsible Investment Association Australasia (RIAA) is and what it means for investors • The growth of ethical investing • Ethical investment options for retail investors • Norway's new approach to ethical investing How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We're so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates Mastermind sessions. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia, and each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. Unfortunately, Ren couldn't be with us for the inaugural session, but he'll make up for it when we meet again soon. Stocks and resources discussed: • Lynas (LYC.ASX) - Lynas Corporation, Ltd. is an Australian rare-earths mining company • Breville Group (BRG.ASX) - Breville Group Limited today is a global electrical business, centered around its successful and growing Breville brand • Find Julia on Twitter • Follow Julia's insights at Bell Direct How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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This episode is a cracker - a must-not-miss! One of the original reasons we started Equity Mates was to track the journey of other beginners, as we all learnt to invest together. We believe there is a huge amount of value in learning from other beginners because we all face the same challenges. While it's still very important to get insight and ideas from the experts, sometimes it's refreshing to hear the experience of someone on your level. In this episode, we start our Mates of Equity Mates series and sit down to talk with Kip. Kip is in his late 20's, working full-time, and has made a couple of small purchases to start his investing journey. We wanted to pick his brains, answer some of his questions, and get an insight into his approach over the next 12 months, as he plans to become more active. In this episode you will learn: • How Kip decided what stocks to buy • Kip's investing strategy and approach over the next 12 months • How Kip saves to invest • Why Uber might be an investment decision • His thoughts on superannuation, and how to treat it as a millennial If you want to be part of our series, then reach out to us. We would love to chat about your journey! How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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We don't need to look very far to find some very successful and talented investors in our very own backyard. Many episodes ago we introduced Meet The Investor, with Kerr Neilson - the beginning of a series of episodes introducing you to an Australian investor you may not have heard of. After a hiatus, we're returning to this format to bring you the second episode of Meet The Investor. We've chosen Paul Moore. Who is Paul Moore: Paul Moore is the founder and Chief Investment Officer of PM Capital. He developed the strategies and philosophy that guide the investing principles at PM Capital, and have underpinned the fund's consistently good performance, compared to indices, since it began in 1998. Paul started out in 1985 as an equities analyst, and then went on to be a fund manager at BT, looking after the Select Markets American Growth fund. Between 1994 and 1998 Paul was in charge of two of Australia's best performing global equities funds, and his group was awarded International Equities Manager of the Year in 1995 and 1996. Paul is a value investor. One of the biggest lessons from Paul, as you will hear in this episode, is to back your instinct, and to try and uncover assets that are mispriced. In this episode, we play a number of audio clips from various interviews with Paul, to help give you an insight into how he thinks an investor. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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The RBA made history last week. For the first time in nearly three years they moved interest rates. Notably, the moved interests rates down, cutting the cash rate to historic lows - just 1.25%. For context, at the depth of the Global Financial Crisis - rates were 3%. In this episode we go back to basics and explain what the importance of the RBA's cash rate, and what the implications are across the economy. By the end of this episode you'll be marking the first Tuesday of every month into your calendar. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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It wasn't enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park. Ted has recently returned form some time abroad, where he studied behavioural finance at Harvard. We spend time unpacking some of his learnings. Understanding and recognising mental bias as an investor is very important, and can help you to avoid silly emotional-driven mistakes. The Dunning-Kruger effect is an example of a cognitive bias. Simply it's a tendency for unskilled individuals to overestimate their own ability and the tendency for experts to underestimate their own ability. This applies to all investors! Ted is a strong believer of taking the emotion out of investing and applying a rules-based approach, to try and reduce the impact of cognitive bias. It's always good to refresh your memory on these topics. We hope you enjoy! How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email ([email protected])

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