Buy or Sell

Funds management can be a brilliant business. High margins, scalable operations and recurring revenue. But does that make listed fund managers a good investment?

Ally is joined by Luke Laretive from Seneca and James Gerrish from Market Partners to debate four ASX-listed investments. From Regal Partners and MA Financial to Pinnacle and WAM Capital, they unpack the valuations, risks and opportunities, and reveal which stocks they'd buy and which they'd sell.

Stocks Mentioned:
Regal Partners (ASX: RPL)
MA Financial Group (ASX: MAF)
Pinnacle Investment Management Group (ASX: PNI)
WAM Capital (ASX: WAM)

Chapters:
00:00 Should You Invest in Fund Managers?
00:39 Regal Partners: A Bargain After the Sell-Off?
05:55 MA Financial: The Risks in Private Credit
11:07 Pinnacle: Is Diversification Enough?
15:31 WAM Capital: Both Experts Say Sell

This episode was recorded 28 October 2026.

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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

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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 beaten-down ASX stocks could be the next take over target?

Just last month Blackstone came for IDP Education, that bid has now been rejected. Who could be the next Aussie stock ripe for M&A activity?

To figure that out, we’re joined by James Gerrish from Market Partners and Luke Laretive from Seneca.

Stocks Mentioned:
Deep Yellow (ASX: DYL)
Boss Energy (ASX: BOE)
NextGen (ASX: NXG)
Storage King (ASX: SKG)
Aussie Broadband (ASX: ABB)
Praemium (ASX: PPS)
Jupiter Mines (ASX: JMS)

Chapters:
00:00 ASX Takeover Targets
00:11 Deep Yellow: Buy Or Sell?
01:22 Boss Energy’s Uranium Case
01:50 NextGen’s Takeover Appeal
03:15 Storage King’s Bid Potential
06:02 Aussie Broadband’s Value
08:33 Praemium’s Turnaround Case
10:08 Jupiter Mines’ Takeover Setup

This episode was recorded 28th October 2026.

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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

———

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.

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.

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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

———

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.

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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

———

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 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 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.