Buy or Sell

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• Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY? 16.07.2026 18dk

  Are the hyperscalers all hype? Or are investors hopes well placed?We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts.Stocks Mentioned:Alphabet (NASDAQ: GOOGL)Meta Platforms (NASDAQ: META)Amazon (NASDAQ: AMZN)Microsoft (NASDAQ: MSFT)Chapters:00:00 Introduction00:55 Alphabet: Buy Despite Spending03:23 Meta: Monetization Debate07:51 Amazon's Massive AI Bet09:42 Can Hyperscalers Keep Winning?11:57 Compute vs Models Debate13:39 Microsoft's AI Crossroads———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.  ———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell 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.
• Is the hype real on these 5 global stocks? 09.07.2026 16dk

  Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar.Stocks Mentioned:SpaceX (NASDAQ: SPCX)SK Hynix (KRX: 000660)Eli Lilly (NYSE: LLY)10X Genomics (NASDAQ: TXG)Revolution Medicines (NASDAQ: RVMD)Chapters:00:00 Introduction00:50 SpaceX: Buy or Sell?05:04 SK Hynix: AI Memory Play11:19 Eli Lilly: GLP-1 Opportunity14:01 10x Genomics Stock Pick15:25 Revolution Medicines Pick——Thanks to bitcoin.com.au, our sponsor for this episode of Buy or Sell.Kickstart the new financial year with a $100 free Bitcoin offer at bitcoin.com.au/equitymatesDisclaimer:This is general information only and not financial advice. Cryptocurrency is a volatile asset and is subject to sharp declines over short timeframes. Capital at risk. Consider your own circumstances before investing.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell 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.
• 3 fundies put each other's top global ideas to the test 02.07.2026 6dk

  3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches. No holds allowed. It’s Buy or Sell!Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls.Chapters:00:00 Introduction00:27 Neowiz's Surprising Value01:49 Nubank's Growth Strategy04:53 Uber's Autonomous FutureStocks Mentioned:Neowiz (KOSDAQ: 095660)Nu Holdings Ltd. (NYSE: NU)Uber Technologies Inc (NYSE: UBER)———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell 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.
• 4 fundies stress-test each other's best ASX stock picks 25.06.2026 12dk

  One Room. Four fund managers. Four stock calls. No fence sitting.Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks.Stocks Mentioned:SkinKandy (ASX: SK1)Service Stream (ASX: SSM)Codan Limited (ASX: CDA)EVT Ltd (ASX: EVT)Eagers Automotive Ltd (ASX: APE)Chapters:00:00 Morgan Stanley Stock Picks Begin00:34 SkinKandy’s Retail Rollout Opportunity03:02 Why This IPO Could Be Different04:30 Defence, Electrification and Service Stream06:49 EVT’s Hotels, Cinemas and Asset Backing08:37 Eagers Automotive and the EV Tailwind———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell 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.
• 3 spicy fan favourites (and 2 BIG speccy buys) 18.06.2026 12dk

  Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management.Plus we challenge each of them to pitch a speccy buy of their own.Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions!Have stock you want to hear debated on the show? Send them to our voicemail here or pitch them in our facebook communityStocks Mentioned:Polynovo (ASX: PNV) Qoria (ASX: QOR) EchoIQ (ASX: EIQ) Maronan Metals (ASX: MMA) Innovaero (not listed - IPO July 2026)Chapters:00:00:00 Introduction00:00:39 PolyNovo: Buy or Sell?00:03:16 Qoria’s Cyber Safety Debate00:05:13 EchoIQ Red Flags00:08:11 Maronan Metals Takeover Thesis00:10:11 Innovaero’s Drone Opportunity00:11:25 Closing Remarks———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell 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.
• 5 smashed ASX software stocks that could rebound 11.06.2026 14dk

  Are we seeing signs of a turnaround in software stocks?In this episode, Luke Laretive from Seneca and Hayden Beamish from Endeavor take a look at some of Australia’s SaaSpocalypse victims to see which ones could be in for a rebound.Stocks Mentioned:REA Group (ASX: REA) Zip Co (ASX: Z1P) Xero (ASX: XRO) Life360 (ASX: 360) Siteminder (ASX: SDR)Chapters:00:00:00 Introduction00:00:38 REA’s Durable Property Moat00:02:47 Zip’s Remarkable Turnaround00:05:17 Xero Faces AI Questions00:09:01 Life360’s Disruption Debate00:11:24 Siteminder’s Hidden Strengths———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell 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.
• 4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda 04.06.2026 14dk

  While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble.James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell.Chapters: 00:00:00 Introduction00:00:39 ING Group: Banking Compounder00:02:39 Brookdale Senior Living Boom00:04:41 Sage Group’s AI Opportunity00:06:32 Why IWG Could Win00:08:46 Sponsor Message00:09:45 Why Paramount Skydance Sells00:11:49 Meta’s AI Spending ProblemStocks Mentioned:ING Groep (NYSE: ING), Brookdale Senior Living (NYSE: BKD), Sage group (LON: SGE), IWG/International Workplace Group (LON: IWG), Paramount Skydance (NASDAQ: PSKY), Meta Platforms (NASDAQ: META)———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell 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.
• 5 companies quietly taking a cut of your everyday life 28.05.2026 16dk

  The products and services you use everyday are getting more and more expensive.What if you too, could benefit from these increases?Today’s guests, Chloe Stokes from Forager and James Rodda from Antipodes, discuss five stocks that are quietly clipping the ticket on our everyday lives to learn if we can profit from that too.Stocks Mentioned:Tesco (LON: TSCO)Wise Group PLC (NASDAQ: WSE)Flutter Entertainment (NYSE: FLUT)Yeti Holdings (NYSE: YETI)Chime Financial (NASDAQ: CHYM)Chapters:00:00 Introduction02:14 Why Wise Became A Sell03:37 Tesco’s Defensive Appeal Fades06:28 Flutter’s Prediction Market Threat08:52 Betting Margins Under Pressure11:08 Chime’s Digital Banking Opportunity13:37 Yeti’s Global Growth Story———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell 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.Buy or Sell 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.
• 2 fundies analyse each other's best ideas (+ 2 HUGE sells) 21.05.2026 18dk

  Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of.Stocks Mentioned: Codan (ASX: CDA)Channel Infrastructure NZ (ASX: CHI)ServiceStream (ASX: SSM)NRW Holdings (ASX: NWH)WiseTech Global (ASX: WTC)4DMedical (ASX: 4DX)Chapter Timestamps:00:00 Introduction00:49 Codan’s Growth Run04:09 Channel Infrastructure Bull Case06:52 Service Stream Momentum09:15 NRW Holdings Still Climbing12:35 Break Before The Sells13:40 Andrew’s ASX Avoid15:59 Rachel’s Stock Warning17:42 Closing Thoughts---Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell 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.
• 4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder 14.05.2026 15dk

  If you want a little-known stock to impress your friends at your next dinner party, this episode is for you. Today, Rachel Folder from Pendal and Andrew Mitchell from Ophir take a look at some undiscovered small-cap gems of the ASX. Stocks Mentioned: Southern Cross Electrical Engineering (ASX: SXE), G8 Education (ASX: GEM), Duratec (ASX: DUR), SkinKandy (Upcoming IPO, SK1)Chapters:00:00 Introduction00:29 Southern Cross Electrical Engineering: Buy Debate03:24 G8 Education: Buy or Sell08:24 Duratec: Defense Growth Play11:01 Skin Candy: Retail Expansion---Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell 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.
• 6 dogs due for a rebound with Henry Jennings and Ben Clark 07.05.2026 18dk

  Henry Jennings and Ben Clark look at some of the worst performing stocks over the last 12 months and analyse the possible turnarounds.Plus they each bring along a dog today that they think should be let out of the doghouse – a stock that could rebound over the next few months.Stocks mentioned:ResMed (ASX: RMD)Catapult Sports (ASX: CAT)CSL (ASX: CSL)Goodman Group (ASX: GMG)WiseTech Global (ASX: WTC)IGO (ASX: IGO)Chapters:00:23 ResMed: Bull vs Bear Case03:35 Catapult Sports Uncertain Future05:51 CSL Turnaround or Trap?10:17 Goodman Group Mixed Signals12:33 WiseTech Growth Opportunity15:45 IGO Lithium Turnaround Bet---Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell 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.
• 5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark 30.04.2026 15dk

  Which stocks will you look back on ten years from now and think “I wish I bought it back then!”Henry Jennings from Marcus Today and Ben Clark from TMS Private to debate five stocks; from a healthcare giant riding Australia's ageing population boom, to a controversial drone company trading at 81 times forward earnings — plus their single best stock pick for the next ten years.Stocks mentioned:Ramsay Health care (ASX: RHC)Mineral Resources (ASX: MIN)DroneShield (ASX: DRO)Soul Patts (ASX: SOL)Maas Group (ASX: MGH)Chapters:00:00 Ramsay Health Care Sell Debate03:13 Mineral Resources Bullish Case06:39 DroneShield Mixed Views11:25 Soul Patts Long-Term Pick12:49 Maas Group Growth Opportunity———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell 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.
• 5 set and forget stocks with Jun Bei Liu and Anthony Aboud 23.04.2026 11dk

  Markets have been incredibly volatile this year - it feels like every day a new tweet from Trump changes the status quo. So, what if you could hold a few stocks in the bottom drawer that could help sail you through the storm?We’re joined by Anthony Aboud from Perpetual and Jun Bei Liu from TenCap to analyse five portfolio staples.Stocks mentioned:Commonwealth Bank (ASX: CBA)Soul Patts (ASX: SOL)Rio Tinto (ASX: RIO)Cobram Estate Olives (ASX: CBO)Cuscal (ASX: CCL)Chapters:00:00 Are Banks A Buy?02:40 Soul Patts Long Term Play05:10 Rio Tinto Iron Ore Risks07:30 Cobram And Cuscal Growth Stories11:37 Key Takeaways For Investors——————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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell 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.
• 5 Aussie stocks flying in 2026 with Jun Bei Liu & Anthony Aboud 16.04.2026 10dk

  Welcome to Buy or Sell, Equity Mates’ newest show, dedicated to helping you discover the hottest investment ideas in markets.Host Ally Selby is joined by Jun Bei Liu from TenCap and Anthony Aboud from Perpetual who are diving into five stocks that are off to the races in 2026. Can this momentum continue?Stocks mentioned:Viva Energy (ASX: VEA)Lynas Rare Earths (ASX: LYC)Macmahon Holdings (ASX: MAH)Alcoa Corporation (ASX: AAI)New Hope (ASX: NHC)Chapters: 00:00 Veeva Energy: Profits Won’t Last02:57 Lynas Rare Earths: Too Much Priced In05:06 McMahon Holdings: Nearing The Peak07:23 Alcoa: Riding Supply Shock Higher09:00 New Hope: Coal Demand Isn’t Dead———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell 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.
• Introducing: Buy or Sell 10.04.2026

  Coming soon: Buy or Sell. In just 10 minutes two expert investors pitch the stocks they're buying and selling right now. Hosted by Ally Selby, from Equity Mates Media - you're in for a fast-paced, stock-heavy, high-energy ride. New episodes every Friday starting April 17th.Buy or Sell 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.