Podcast · Business

Buy or Sell

by Equity Mates Media · English · Business

Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now. Hosted on Acast. See acast.com/privacy for more information.

New episodes: Weekly
Typical length: 15 min
Latest: 8 Oct 2026
Language: English

Latest episode

8 Oct 2026 · 14 min

6 Aussie miners winning thanks to AI and robotics

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…

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Earlier episodes 26 most recent

S1 · E25 · 1 Oct 2026 · 15 min
3 of Australia’s most shorted stocks (and 2 BIG buys)
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…
S1 · E24 · 24 Sep 2026 · 14 min
How to build the ultimate passive income portfolio with ETFs
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…
S1 · E23 · 17 Sep 2026 · 25 min
People’s choice: The 10 most popular ETFs right now
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…
S1 · E22 · 10 Sep 2026 · 10 min
2 experts put their best stock picks to the test
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…
S1 · E21 · 3 Sep 2026 · 19 min
Is one of the world's best AI stocks cheap? Two experts can't agree
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…
S1 · E20 · 27 Aug 2026 · 19 min
8 high growth ASX stocks, reviewed by the experts
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…
S1 · E19 · 20 Aug 2026 · 18 min
Your top ASX stocks, analysed by the experts
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…
S1 · E18 · 13 Aug 2026 · 15 min
5 Aussie companies with exceptional revenue growth: TNE, SXE, 360, & More!
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…
S1 · E17 · 6 Aug 2026 · 13 min
5 ASX stocks exposed to the new commodities supercycle
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…
S1 · E16 · 30 Jul 2026 · 14 min
Income imposters or dividend darlings? We put 5 Aussie stocks to the test
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…
S1 · E15 · 23 Jul 2026 · 15 min
2 fundies disagree on Goodman Group: Who’s right?
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…
S1 · E14 · 16 Jul 2026 · 18 min
Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?
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…
S1 · E13 · 9 Jul 2026 · 17 min
Is the hype real on these 5 global stocks?
Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar. Stocks Mentioned: SpaceX (NASDAQ: SPCX) SK Hynix (KRX: 000660) Eli Lilly (NYSE: LLY) 10X Genomics (NASDAQ: TXG) Revolution Medicines (NASDAQ: RVMD) Chapters: 00:00 Introduction 00:50 SpaceX: Buy or Sell? 05:04 SK Hynix: AI Memory Play 11:19 Eli Lilly: GLP-1 Opportunity 14:01 10x Genomics Stock Pick 15:25 Revolution Medicines Pick —— Thanks to bitcoin.com.au , our…
S1 · E12 · 2 Jul 2026 · 7 min
3 fundies put each other's top global ideas to the test
3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches. No holds allowed. It’s Buy or Sell! Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls. Chapters: 00:00 Introduction 00:27 Neowiz's Surprising Value 01:49 Nubank's Growth Strategy 04:53 Uber's Autonomous Future Stocks Mentioned: Neowiz (KOSDAQ: 095660) Nu Holdings Ltd. (NYSE: NU) Uber Technologies Inc (NYSE: UBER) ——— Thanks to Good Research for sponsoring Buy or Sell. To…
S1 · E11 · 25 Jun 2026 · 12 min
4 fundies stress-test each other's best ASX stock picks
One Room. Four fund managers. Four stock calls. No fence sitting. Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks. Stocks Mentioned: SkinKandy (ASX: SK1) Service Stream (ASX: SSM) Codan Limited (ASX: CDA) EVT Ltd (ASX: EVT) Eagers Automotive Ltd (ASX: APE) Chapters: 00:00 Morgan Stanley Stock Picks Begin 00:34 SkinKandy’s Retail Rollout Opportunity 03:02 Why This IPO Could Be Different 04:30 Defence,…
S1 · E10 · 18 Jun 2026 · 12 min
3 spicy fan favourites (and 2 BIG speccy buys)
Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management. Plus we challenge each of them to pitch a speccy buy of their own. Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions! Have stock you want to hear debated on the show? Send them to our voicemail here or pitch them in our facebook community Stocks Mentioned: Polynovo (ASX: PNV) Qoria (ASX: QOR) EchoIQ (ASX: EIQ) Maronan Metals (ASX: MMA) Innovaero…
S1 · E9 · 11 Jun 2026 · 15 min
5 smashed ASX software stocks that could rebound
Are we seeing signs of a turnaround in software stocks? In this episode, Luke Laretive from Seneca and Hayden Beamish from Endeavor take a look at some of Australia’s SaaSpocalypse victims to see which ones could be in for a rebound. Stocks Mentioned: REA Group (ASX: REA) Zip Co (ASX: Z1P) Xero (ASX: XRO) Life360 (ASX: 360) Siteminder (ASX: SDR) Chapters: 00:00:00 Introduction 00:00:38 REA’s Durable Property Moat 00:02:47 Zip’s Remarkable Turnaround 00:05:17 Xero Faces AI Questions 00:09:01 Life360’s Disruption Debate 00:11:24 Siteminder’s Hidden Strengths ——— Thanks to Good Research for…
S1 · E8 · 4 Jun 2026 · 14 min
4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda
While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble. James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell. Chapters: 00:00:00 Introduction 00:00:39 ING Group: Banking Compounder 00:02:39 Brookdale Senior Living Boom 00:04:41 Sage Group’s AI Opportunity 00:06:32 Why IWG Could Win 00:08:46 Sponsor Message 00:09:45 Why Paramount Skydance Sells…
S1 · E7 · 28 May 2026 · 17 min
5 companies quietly taking a cut of your everyday life
The products and services you use everyday are getting more and more expensive. What if you too, could benefit from these increases? Today’s guests, Chloe Stokes from Forager and James Rodda from Antipodes, discuss five stocks that are quietly clipping the ticket on our everyday lives to learn if we can profit from that too. Stocks Mentioned: Tesco (LON: TSCO) Wise Group PLC (NASDAQ: WSE) Flutter Entertainment (NYSE: FLUT) Yeti Holdings (NYSE: YETI) Chime Financial (NASDAQ: CHYM) Chapters: 00:00 Introduction 02:14 Why Wise Became A Sell 03:37 Tesco’s Defensive Appeal Fades 06:28 Flutter’s…
S1 · E6 · 21 May 2026 · 18 min
2 fundies analyse each other's best ideas (+ 2 HUGE sells)
Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of. Stocks Mentioned: Codan (ASX: CDA) Channel Infrastructure NZ (ASX: CHI) ServiceStream (ASX: SSM) NRW Holdings (ASX: NWH) WiseTech Global (ASX: WTC) 4DMedical (ASX: 4DX) Chapter Timestamps: 00:00 Introduction 00:49 Codan’s Growth Run 04:09 Channel Infrastructure Bull Case 06:52 Service…
S1 · E5 · 14 May 2026 · 15 min
4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder
If you want a little-known stock to impress your friends at your next dinner party, this episode is for you. Today, Rachel Folder from Pendal and Andrew Mitchell from Ophir take a look at some undiscovered small-cap gems of the ASX. Stocks Mentioned: Southern Cross Electrical Engineering (ASX: SXE), G8 Education (ASX: GEM), Duratec (ASX: DUR), SkinKandy (Upcoming IPO, SK1) Chapters: 00:00 Introduction 00:29 Southern Cross Electrical Engineering: Buy Debate 03:24 G8 Education: Buy or Sell 08:24 Duratec: Defense Growth Play 11:01 Skin Candy: Retail Expansion --- Thanks to Good Research for…
S1 · E4 · 7 May 2026 · 18 min
6 dogs due for a rebound with Henry Jennings and Ben Clark
Henry Jennings and Ben Clark look at some of the worst performing stocks over the last 12 months and analyse the possible turnarounds. Plus they each bring along a dog today that they think should be let out of the doghouse – a stock that could rebound over the next few months. Stocks mentioned: ResMed (ASX: RMD) Catapult Sports (ASX: CAT) CSL (ASX: CSL) Goodman Group (ASX: GMG) WiseTech Global (ASX: WTC) IGO (ASX: IGO) Chapters: 00:23 ResMed: Bull vs Bear Case 03:35 Catapult Sports Uncertain Future 05:51 CSL Turnaround or Trap? 10:17 Goodman Group Mixed Signals 12:33 WiseTech Growth…
S1 · E3 · 30 Apr 2026 · 15 min
5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark
Which stocks will you look back on ten years from now and think “I wish I bought it back then!” Henry Jennings from Marcus Today and Ben Clark from TMS Private to debate five stocks; from a healthcare giant riding Australia's ageing population boom, to a controversial drone company trading at 81 times forward earnings — plus their single best stock pick for the next ten years. Stocks mentioned: Ramsay Health care (ASX: RHC) Mineral Resources (ASX: MIN) DroneShield (ASX: DRO) Soul Patts (ASX: SOL) Maas Group (ASX: MGH) Chapters: 00:00 Ramsay Health Care Sell Debate 03:13 Mineral Resources…
S1 · E2 · 23 Apr 2026 · 12 min
5 set and forget stocks with Jun Bei Liu and Anthony Aboud
Markets have been incredibly volatile this year - it feels like every day a new tweet from Trump changes the status quo. So, what if you could hold a few stocks in the bottom drawer that could help sail you through the storm? We’re joined by Anthony Aboud from Perpetual and Jun Bei Liu from TenCap to analyse five portfolio staples. Stocks mentioned: Commonwealth Bank (ASX: CBA) Soul Patts (ASX: SOL) Rio Tinto (ASX: RIO) Cobram Estate Olives (ASX: CBO) Cuscal (ASX: CCL) Chapters: 00:00 Are Banks A Buy? 02:40 Soul Patts Long Term Play 05:10 Rio Tinto Iron Ore Risks 07:30 Cobram And Cuscal…
S1 · E1 · 16 Apr 2026 · 11 min
5 Aussie stocks flying in 2026 with Jun Bei Liu & Anthony Aboud
Welcome to Buy or Sell, Equity Mates’ newest show, dedicated to helping you discover the hottest investment ideas in markets. Host Ally Selby is joined by Jun Bei Liu from TenCap and Anthony Aboud from Perpetual who are diving into five stocks that are off to the races in 2026. Can this momentum continue? Stocks mentioned: Viva Energy (ASX: VEA) Lynas Rare Earths (ASX: LYC) Macmahon Holdings (ASX: MAH) Alcoa Corporation (ASX: AAI) New Hope (ASX: NHC) Chapters: 00:00 Veeva Energy: Profits Won’t Last 02:57 Lynas Rare Earths: Too Much Priced In 05:06 McMahon Holdings: Nearing The Peak 07:23…
10 Apr 2026 · 1 min
Introducing: Buy or Sell
Coming soon: Buy or Sell. In just 10 minutes two expert investors pitch the stocks they're buying and selling right now. Hosted by Ally Selby, from Equity Mates Media - you're in for a fast-paced, stock-heavy, high-energy ride. New episodes every Friday starting April 17th. 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…

About Buy or Sell

Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now. Hosted on Acast. See acast.com/privacy for more information.

Buy or Sell is a English business podcast from Equity Mates Media. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Equity Mates Media
Language: English
Category: Business
New episodes: Weekly
Typical length: 15 min
Latest episode: 8 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1892212078
Rights: Equity Mates Media

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