Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
MAY 27, 202634 MIN
Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
MAY 27, 202634 MIN
Description
<p>The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to dominate the global weight loss market. Plus, Bryce & Ren reveal their mission to land Warren Buffett on the podcast, and a community member pitches an Aussie healthcare giant for the Community Portfolio.</p><br><p>In this episode:</p><p>00:00 – The Enhanced Games fail to deliver superhuman results</p><p>05:18 – Eli Lilly’s new weight loss drug shocks the market</p><p>10:49 – Where's Warren: Our Mission to Interview Warren Buffett</p><p>15:03 – Calling Omaha to track down Buffett</p><p>16:48 – Geoff Wilson gets us one step closer</p><p>20:09 – The plan to contact Buffett’s longtime assistant</p><p>22:28 – Community Portfolio update: Are we beating the market?</p><p>24:29 – Josh pitches ResMed for the Community Portfolio</p><br><p>Enhanced Games (NASDAQ: ENHA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), ResMed (ASX: RMD), Catapult Group (ASX: CAT), Betashares Diversified All Growth ETF (ASX: DHHF), CSL (ASX: CSL), Cochlear (ASX: COH), Philips (AMS: PHIA)</p><br><p>———</p><br><p>Want to get involved in the podcast? Record a <a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a> or <a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a></p><br><p>And come and join the conversation in the Equity Mates <a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><br><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – <a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.</p><br><p>Keep up with the news moving markets with our <a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a> and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>We’re particularly excited to share our latest show: Basis Points</p><br><p>Listen to the podcast (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>Watch on <a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a></p><br><p>Read the <a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a></p><br><p>———</p><br><p>Looking for some of our favourite research tools?</p><p>Download our free <a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></p><p>Or our free <a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></p><p>Find company information on <a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></p><p>Research reports from <a href="https://goodresearch.com.au/ref/equitymates/" rel="noopener noreferrer" target="_blank">Good Research</a></p><p>Track your portfolio with <a href="https://www.sharesight.com/au/equitymates/" rel="noopener noreferrer" target="_blank">Sharesight</a></p><br><p>———</p><br><p>Equity Mates Investing is a product of Equity Mates Media.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>