Portfolio Bros

It's that time of the year folks, Berkshire Hathaway Annual Letter time! This is by far Stefan's favourite day of the year and now that it has come and gone, we chat about the highlights of letter including Berkshire Hathaways HUGE gain on a little known EV play! If you are a Warren Buffett fan (who isn't) then this is the episode for you.

The stock market has been insane lately, stock sell offs are happening left right and centre. In this podcast, your hosts Justin & Stefan unpick 2 growth stories that have come crashing down, A2Milk (A2M) & Appen (APX). So the question remains, are we headed for a stock market crash in 2021?

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Mr Buffett and the team at Berkshire Hathaway spent approx $13.5bn in Q42020 on 4 brand new investments, alongside this they increased holdings in a number of companies as well as reducing and selling off other investments. In this podcast we breakdown these moves from the great man and offer our thoughts.. even some controversial ones!

There are thousands of stocks from all over the world and it can be very difficult to find your next investment idea, so thats where the Portfolio Bros step in to help. In this episode Justin and Stefan share 5 different ways to find new investment ideas! So what are you waiting for? Listen in and take a look around you, you never know the opportunities that are within arms reach!

Buy Now Pay Later.. do this sector really need an introduction? BNPL companies such as Sezzle and Afterpay have seen over 1,500% gainz in their stock price since their March lows, but will it continue? Will we see the BNPL sector continue to thrive in 2021? In this episode we explore a number of bullish and bearish cases for BNPL in 2021.

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The story of 2021 so far.. GAMESTOP has gone parabolic..to the moon.. out of this world. When Billion Dollar Hedge Funds think they have it all sorted, along comes your 'Average Joe' or should I say r/wallstreetbets, a reddit forum known for posting their huge wins and their losses, with one conviction.. to screw over the billionaires on Wall Street. How do they do this? What the hell is going on? Is this even real? All that and more answered in this podcast.

Finding the value of a stock is a massive part of every investors journey and rumour has it, even Warren Buffett is still learning about stock valuation at 90 years old. Stefan has been itching to chat about this for week now and while stock valuation might not be the 'sexiest' part of investing, it is probably the most important. Sit back, relax and enjoy

There is no doubt you have read about the rise of ARK Invest led by Cathie Wood. A visionary in the space of disruptive tech and investing in the the future, portfolio manager Cathie Wood has seen her ETFs go bonkers in 2020, delivering over 100% returns for the year in her various managed products. No doubt this has caught the attention of many investors so in good podcast fashion your hosts attempt to unpick and discuss the world of ARK Invest.

In this episode we look into the business ventures of a number of high profile sporting athletes, we chat about Steve Smith, LeBron, Serena Williams, Shaq and many more as we unpick the success of sporting athletes around the world. While each sporting athlete has a different investment approach, we can never be 100% sure what each athlete is investing is as this is a personal topic, none the less, we chat anyway!

This podcast is lighthearted and full of fun, sit back, relax and enjoy!

In this episode your hosts dig deeper into the world of brokerage accounts, a necessity for every investor. In 2021 we are seeing more online brokerage platforms enter into the market than ever before, but how do you know what to look for and which one is best suited for you? Well in this episode Justin and Stefan discuss some keys area to look into when selecting an online broker to invest with!

If you enjoyed the podcast please consider giving the show a 5 start rating and leave a review, it really helps out a growing podcast like this reach new investors!