We're panic buying & the most bullish Mr Beat Up yet
MAR 15, 202629 MIN
We're panic buying & the most bullish Mr Beat Up yet
MAR 15, 202629 MIN
Description
<p>Bryce and Ren break down why market volatility is the <em>price of admission</em> for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen <strong>80%...</strong>is it a broken story or a massive opportunity?</p><br><p>Join us on <strong>Saturday 24 October in Sydney at Carriageworks </strong>for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.</p><br><p>You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.</p><br><p>Leave inspired, better informed, and ready to take the next step on your investing journey.</p><br><p>Register your interest for early bird tickets at <a href="http://equitymates.com/finfest" rel="noopener noreferrer" target="_blank">equitymates.com/finfest</a></p><br><p><strong>In this episode:</strong></p><p>00:00 Why markets panicked last week (and why we were buying)</p><p>02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears</p><p>05:06 The real lesson: market drops happen more often than you think</p><p>07:42 Why simple investing strategies beat panic selling</p><p>09:09 Panic buying: how we approached the dip</p><p>10:21 Mr. Beat Up returns: analysing an 80% stock crash</p><p>14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)</p><p>17:12 Does Duolingo actually have a moat?</p><p>24:57 Valuation check: is the stock now mispriced?</p><br><p><strong>Clip featured from Bloomberg News, watch the full interview </strong><a href="https://www.youtube.com/watch?v=QxHsLoV4gqs" rel="noopener noreferrer" target="_blank"><strong>here</strong></a><strong>.</strong></p><br><p>———</p><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><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><p>———</p><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><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><p>We’re particularly excited to share our latest show: Basis Points</p><ul><li>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>)</li><li>Watch on <a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a></li><li>Read the <a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a></li></ul><p>———</p><p>Looking for some of our favourite research tools?</p><ul><li>Download our free <a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li>Or our free <a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li>Find company information on <a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li>Research reports from <a href="https://goodresearch.com.au/ref/equitymates/" rel="noopener noreferrer" target="_blank">Good Research</a></li><li>Track your portfolio with <a href="https://www.sharesight.com/au/equitymates/" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p>———</p><p>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. </p><p>———</p><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>