Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?

Equity Mates Investing Podcast

A big episode to start the week here at Equity Mates. We:

• Hear Bryce pitch a stock
• Are joined by Maddy for Pimp my Portfolio
• Unpack the lessons from 2 investor letters

Links mentioned:

• 2024 Community Survey
• Rowan Street Capital Letter
• Ace River Capital Letter
• Reddit r/SecurityAnalysis
• Podcast episode with Yaron Naymark on RCI Hospitality
• Facebook Discussion Group

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We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation.

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES.

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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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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.

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