Buy or Sell – Details, episodes & analysis

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 Introduction

00:29 Southern Cross Electrical Engineering: Buy Debate

03:24 G8 Education: Buy or Sell

08:24 Duratec: Defense Growth Play

11:01 Skin Candy: Retail Expansion

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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.

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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.

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 Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 people

today.

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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.

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 Case

03:35 Catapult Sports Uncertain Future

05:51 CSL Turnaround or Trap?

10:17 Goodman Group Mixed Signals

12:33 WiseTech Growth Opportunity

15:45 IGO Lithium Turnaround Bet

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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 daily newsletter and podcast (Apple | Spotify)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 people

today.

———

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.

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 Debate

03:13 Mineral Resources Bullish Case

06:39 DroneShield Mixed Views

11:25 Soul Patts Long-Term Pick

12:49 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 Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 people

today.

———

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.

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 Play

05:10 Rio Tinto Iron Ore Risks

07:30 Cobram And Cuscal Growth Stories

11:37 Key Takeaways For Investors

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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.

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 Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 people

today.

———

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.

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 Last

02:57 Lynas Rare Earths: Too Much Priced In

05:06 McMahon Holdings: Nearing The Peak

07:23 Alcoa: Riding Supply Shock Higher

09:00 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 Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 people

today.

———

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.

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.

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 Introduction

00:49 Codan’s Growth Run

04:09 Channel Infrastructure Bull Case

06:52 Service Stream Momentum

09:15 NRW Holdings Still Climbing

12:35 Break Before The Sells

13:40 Andrew’s ASX Avoid

15:59 Rachel’s Stock Warning

17:42 Closing Thoughts

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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 daily newsletter and podcast (Apple | Spotify)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 people

today.

———

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.

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

———

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 Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 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.

Hosted on Acast. See acast.com/privacy for more information.

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 Introduction

00:00:39 ING Group: Banking Compounder

00:02:39 Brookdale Senior Living Boom

00:04:41 Sage Group’s AI Opportunity

00:06:32 Why IWG Could Win

00:08:46 Sponsor Message

00:09:45 Why Paramount Skydance Sells

00:11:49 Meta’s AI Spending Problem

Stocks 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 Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 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.

Hosted on Acast. See acast.com/privacy for more information.

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 Introduction

02:14 Why Wise Became A Sell

03:37 Tesco’s Defensive Appeal Fades

06:28 Flutter’s Prediction Market Threat

08:52 Betting Margins Under Pressure

11:08 Chime’s Digital Banking Opportunity

13:37 Yeti’s Global Growth Story

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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 daily newsletter and podcast (Apple | Spotify)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe 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 people

today.

———

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.