Brittany Isakka and Claudia Kwan go head-to-head on some of the ASX’s fastest-growing companies, weighing strong revenue growth against increasingly stretched valuations. Plus, they reveal the growth opportunities they’re most excited about right now.
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.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
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.
———
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.
5 ASX stocks exposed to the new commodities supercycle
Saison 1 · Épisode 17
jeudi 6 août 2026 • Durée 13:22
It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittany Isakka and Northstar Impact’s Claudia Kwan for their analysis of five of these very stocks.
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.
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Across books, podcasts, video and email, however you want to learn about investing – .
Income imposters or dividend darlings? We put 5 Aussie stocks to the test
Saison 1 · Épisode 16
jeudi 30 juillet 2026 • Durée 14:12
Today’s stocks are all about income. So which of the bunch are the dividend darlings and which are imposters. Ally is joined by Mike O’Neill from IML and Matt Haupt from Wilson Asset Management to find out.
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.
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Across books, podcasts, video and email, however you want to learn about investing – .
2 fundies disagree on Goodman Group: Who’s right?
Saison 1 · Épisode 15
jeudi 23 juillet 2026 • Durée 14:41
Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong.
Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.
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.
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Across books, podcasts, video and email, however you want to learn about investing – .
Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
Saison 1 · Épisode 14
jeudi 16 juillet 2026 • Durée 18:03
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 Introduction
00:55 Alphabet: Buy Despite Spending
03:23 Meta: Monetization Debate
07:51 Amazon's Massive AI Bet
09:42 Can Hyperscalers Keep Winning?
11:57 Compute vs Models Debate
13:39 Microsoft's AI Crossroads
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Thanks to bitcoin.com.au for sponsoring Buy or Sell.
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.
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Is the hype real on these 5 global stocks?
Saison 1 · Épisode 13
jeudi 9 juillet 2026 • Durée 16:57
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 Introduction
00:50 SpaceX: Buy or Sell?
05:04 SK Hynix: AI Memory Play
11:19 Eli Lilly: GLP-1 Opportunity
14:01 10x Genomics Stock Pick
15:25 Revolution Medicines Pick
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Thanks to bitcoin.com.au, our sponsor for this episode of Buy or Sell.
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.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
3 fundies put each other's top global ideas to the test
Saison 1 · Épisode 12
jeudi 2 juillet 2026 • Durée 06:56
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 Introduction
00:27 Neowiz's Surprising Value
01:49 Nubank's Growth Strategy
04:53 Uber's Autonomous Future
Stocks Mentioned:
Neowiz (KOSDAQ: 095660)
Nu Holdings Ltd. (NYSE: NU)
Uber Technologies Inc (NYSE: UBER)
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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.
4 fundies stress-test each other's best ASX stock picks
Saison 1 · Épisode 11
jeudi 25 juin 2026 • Durée 12:14
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 Begin
00:34 SkinKandy’s Retail Rollout Opportunity
03:02 Why This IPO Could Be Different
04:30 Defence, Electrification and Service Stream
06:49 EVT’s Hotels, Cinemas and Asset Backing
08:37 Eagers Automotive and the EV Tailwind
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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 and podcast ( | )
3 spicy fan favourites (and 2 BIG speccy buys)
Saison 1 · Épisode 10
jeudi 18 juin 2026 • Durée 12:09
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 community
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 – .
5 smashed ASX software stocks that could rebound
Saison 1 · Épisode 9
jeudi 11 juin 2026 • Durée 14:31
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 Introduction
00:00:38 REA’s Durable Property Moat
00:02:47 Zip’s Remarkable Turnaround
00:05:17 Xero Faces AI Questions
00:09:01 Life360’s Disruption Debate
00:11:24 Siteminder’s Hidden Strengths
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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.
Découvrez des podcasts liées à Buy or Sell . Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
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.
———
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.
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.
———
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.
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.
———
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.
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.
———
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.
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.
———
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.
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.
———
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.
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.
———
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.
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.
———
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.
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.
———
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.
