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Can Claude, ChatGPT and Gemini pick the best ASX-listed growth stocks over the next 12 months? We asked these LLMs just that, then put the picks before Ben Clark from TMS Private Wealth and Julia Lee from Shaw and Partners Asset Management to get their take. Plus they each pitch the one stock they’re backing for growth over the next 12 months. Chapters: 00:00 Can AI Pick Winning ASX Stocks? 01:21 Xero: Buy or Sell? 04:11 TechnologyOne: Buy or Sell? 06:02 Life360: Buy or Sell? 08:00 James Hardie: Buy or Sell? 09:56 4DMedical: Buy or Sell? 10:58 Pro Medicus: Buy or Sell? 12:33 WiseTech Global: Buy or Sell? 15:11 Julia's Top Pick: Qantas 17:00 Ben's Top Pick: ResMed Stocks mentioned: Xero (ASX: XRO), Life360 (ASX: 360), TechnologyOne (ASX: TNE), James Hardie Industries (ASX: JHX), 4DMedical (ASX: 4DX), ProMedicus (ASX: PME), WiseTech Global (ASX: WTC), Qantas Airways (ASX: QAN), ResMed (ASX: RMD). This episode was recorded 14th October 2026. ——— 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 YouTubeSubscribe to the weekly email ——— 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.

With rate hikes on everyone’s minds and wallets - today’s guests think we should already be positioning our portfolios for cuts. They take us through 3 stocks you can use to do that. Plus they each share the one stock they’d be avoiding when rates start cutting. Stocks Mentioned: JB Hi-Fi (ASX: JBH) Goodman Group (ASX: GMG) REA Group (ASX: REA) Insurance Australia Group (ASX: IAG) Computershare (ASX: CPU) Chapters: 00:00 Rate Hikes and Future Cuts 01:46 Positioning for Rate Changes 03:15 JB Hi-Fi: A Cyclical Buy 05:41 Goodman Group: Data Center Growth 08:41 Goodman's Data Center Strategy 10:33 REA Group: AI and Housing 14:22 Selling Into Rate Cuts: IAG 15:01 Computershare: A Rate-Cycle Sell This episode was recorded 14th October 2026. ——— 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 YouTubeSubscribe to the weekly email ——— 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.

Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take. Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings. Stocks Covered: Iluka Resources (ASX: ILU) Alcoa Corporation (ASX: AAI) BHP Group (ASX: BHP) Capstone Copper (ASX: CSC) Liontown (ASX: LTR) PLS Group (ASX: PLS) Chapters: 00:11 Iluka: Rare Earths or Too Soon? 02:33 Alcoa: More Supply or More Demand? 05:55 BHP: Copper Upside, Iron Ore Drag 07:41 Capstone: A Riskier Copper Bet 09:21 Liontown: Why Both Say Sell 12:00 Pilbara: Lithium’s Strongest Buy? This episode was recorded 29th September 2026. ——— 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 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 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.

Are these 3 heavily shorted ASX stocks ripe for opportunity? We asked Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton for their take. Plus, these experts each name one big buy they are backing today. Stocks Mentioned: Boss Energy (ASX: BOE) ZIP Co (ASX: Z1P) Domino's Pizza (ASX: DMP) Codan (ASX: CDA) Resmed (ASX: RMD) Chapters: 00:11 Boss Energy: Why Both Guests Say Sell 02:28 Zip: Two Buys On Fast Growth 05:27 Domino’s: A Split Call On The Turnaround 09:04 Codan: Jun Bei’s Top Buy 10:20 ResMed: A Buy With Competition Concerns This episode was recorded 29th September 2026. ——— 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 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 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.

How would you build an income portfolio with just three ETFs? We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory. They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out. ETFs mentioned: Vanguard Australian Shares High Yield ETF (ASX: VHY) Talaria Global Equity Fund Complex ETF (Cboe: TLRA) Plato Income Maximiser (ASX: PL8) Qualitas Real Estate Income Fund (ASX: QRI) MA Credit Income Trust (ASX: MA1) Plato Global Shares Income Fund Active ETF (ASX: PGI2) Chapters: 00:00:00 Building The Income Portfolios 00:00:51 VHY Australian Dividend Income 00:02:11 TLRA Global High Income 00:03:31 PL8 Monthly Australian Income 00:04:37 QRI Real Estate Credit 00:05:33 MA1 Corporate Private Credit 00:07:06 PGI2 Global Dividend Growth 00:07:58 Diversifying Beyond Three ETFs 00:10:12 QRI Andrew's Sell Pick 00:11:59 PL8 Dan's Sell Pick ——— 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 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 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.

You picked them, these experts are rating them. In this ETF special, Daniel Kelly from Viola Private Wealth and Andrew Wiedlandt from DP Wealth Advisory are giving their Buy or Sell take on 10 ETFs voted for by you - the Equity Mates community! ETFs mentioned: Betashares Asia Technology Tigers ETF (ASX: ASIA) Betashares S&P/ASX Australian Technology ETF (ASX: ATEC) Betashares Global Cybersecurity ETF (ASX: HACK) Betashares Nasdaq 100 ETF (ASX: NDQ) Betashares Space Industry ETF (ASX: RCKT) Betashares Global Royalties ETF (ASX: ROYL) Global X Semiconductor ETF (ASX: SEMI) Betashares Global Uranium ETF (ASX: URNM) Vanguard Global Value Equity Active ETF (ASX: VVLU) Global X Copper Miners AUD ETF (ASX: WIRE) Chapters: 00:00 Top 10 ETFs Reviewed 02:49 ATEC: Australian Tech Trap? 05:02 HACK: Cybersecurity’s AI Opportunity 07:42 NDQ: Still Worth Buying? 12:04 ROCKET: Space Investing Too Early? 14:49 ROYAL: Why Royalties Stand Out 16:05 SEMI: Has the Rally Gone Too Far? 17:37 URNM: Powering the AI Boom 19:26 VVLU: Why Value Matters Again 21:47 WIRE: Copper’s Demand Boom Join our community group on Facebook and tell us what ETFs or Stocks you want covered next! This episode was recorded on 16th September 2026. ——— 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 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 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.

Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others. Nick Healy from WAM and Doug Isles from GCQ give us their take on: Intercontinental Exchange (NYSE: ICE)Visa (NYSE: V)Fair Isaac Corp (NYSE: FICO)Safran (EPA: SAF) Chapters: 00:00 Introduction 01:02 ICE’s Exchange Advantage 02:56 Visa’s Powerful Network Effect 06:14 Safran’s Valuation Debate 07:46 FICO’s Pricing Power Debate ——— 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 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 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.

TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history. GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning. Stocks Mentioned: Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330) Chapters: 00:00 TSMC: Opportunity or Warning? 01:14 Why TSMC Dominates Chips 05:41 Can AI Spending Continue? 10:30 TSMC’s Biggest Risks 15:48 What Changes Their Minds? ——— 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 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 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.

Looking for your next ASX growth stock? We asked the Equity Mates community which companies they wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on eight of the most requested names. Stocks Mentioned: Ramelius Resources (ASX: RMS) Sandfire Resources (ASX: SDR) Sunrise Energy Metals (ASX: SRL) Beach Energy (ASX: BPT) Artrya (ASX: AYA) SKS Technologies (ASX: SKS) Tasmea (ASX: TEA) Megaport (ASX: MP1) Chapters: 00:00 Introduction 01:09 Ramelius: Gold’s Undervalued Play 02:32 Sandfire: Copper Gets Weird 04:40 Sunrise: Too Far, Too Fast 06:51 Beach Energy: Still Struggling 08:34 Artrya: AI Healthcare Opportunity 12:01 SKS: Data Centre Boom 14:46 Tasmea: Buy or Sell? 16:35 Megaport: Rally Gone Too Far? Get your FinFest tickets here! Join our Facebook Discussion Group to submit what stocks you want to analyse next. This episode was recorded on the 19th August 2026. ——— 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 Points Listen 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 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.

In this episode, we put your most requested ASX stocks under the microscope. You voted for the companies you wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on names including CBA, CSL, ResMed, Fortescue, TechnologyOne and more. Stocks Mentioned: Soul Patts (ASX: SOL) ResMed (ASX: RMD) CSL Limited (ASX: CSL) Aristocrat Leisure (ASX: ALL) Technology One (ASX: TNE) Fortescue (ASX: FMG) Commonwealth Bank (ASX: CBA) Chapters: 00:00 Introduction 01:09 Soul Patts: Premium Worth Paying? 02:53 ResMed: Henry Turns Bullish 04:37 CSL: Is It Back? 07:18 Aristocrat: Quality Versus Ethics 09:57 Technology One Divides Opinion 12:23 Fortescue: Cheap Enough Yet? 15:01 CBA: Buy the Dip? This episode was recorded on the 19th August 2026. ——— 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 Points Listen 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 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.

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. Stocks Mentioned: Technology One (ASX: TNE) Southern Cross Electrical (ASX: SXE) Life360 (ASX: 360) Dicker Data (ASX: DDR) Janus Electric Holdings (ASX: JNS) Chapters: 00:37 Technology One’s AI Advantage 03:40 Southern Cross: Electrification Play 07:03 Life360: Buy or Sell? 11:14 Dicker Data’s Growth Cycle 12:36 Janus Electric’s Big Opportunity This episode was recorded on the 5th August 2026. ——— 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 Points Listen 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 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.

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. Stocks Mentioned: Pilbara Minerals (ASX: PLS) Chrysos Corporation (ASX: C79) Sims (ASX: SGM) Vysarn (ASX: VYS) Bannerman Energy (ASX: BMN) Chapters: 00:34 Pilbara Minerals 02:57 Chrysos Growth Story 05:18 Sims AI Opportunity 09:26 Why Vysarn Stands Out 11:12 Bannerman Energy Thesis ——— 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 Points Listen 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 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.

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. Stocks Mentioned: Wesfarmers (ASX: WES) Cleanaway Waste Management (ASX: CWY) Brambles (ASX: BXB) Macquarie Group (ASX: MQG) CSL Ltd (ASX: CSL) Chapters: 00:00 Introduction 02:26 Wesfarmers: Buy or Sell? 04:23 Cleanaway Debate 05:53 Brambles Divides Opinions 09:03 Macquarie: Value or Expensive? 11:07 CSL Recovery Debate ——— 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 Points Listen 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 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.

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. Who's right? We’re about to find out. Stocks Mentioned: Goodman Group (ASX: GMG) Chapters: 00:00 Introduction 00:34 Bull vs Bear Case 01:56 Is Goodman Overvalued? 04:49 Insider Selling & Approvals 07:40 AI Risks & Balance Sheet 10:49 Data Centre Pivot 12:42 Final Verdicts ——— 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 Points Listen 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 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.

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 ——— 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 Points Listen 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 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.