Bryce Leske, Equity Mates

Alphabet had its worst day since 2004 as search growth slowed to 12% — Equity Mates

15 moments: a leaked memo that has one host ready to sell Sea Limited, why Eli Lilly is now a GLP-1 stock, and the 5% sizing rule from David Gardner's…

Nov 9 • Scuttlebutt

QXO sold, Axon held, and Hub24 a buy after a 45% fall from its high — Equity Mates

9 calls: why Intuitive Surgical is a valuation buy after an 18% fall, the stat that puts Waymo at about 0.1% of Alphabet's revenue, and the ETFs that…

Oct 5 • Scuttlebutt

8 super app stocks are down about 35% as a basket in 12 months, Equity Mates finds

14 insights: OpenAI hacked Australia's Medicare portal and told the government 3 months later, US 5-year yields hit a 2006 high, and the home-deposit…

Sep 28 • Scuttlebutt

Equity Mates: the ASX 200 growth index is down 10.25% over 12 months

15 takeaways: Why 14 of FY26's top 20 Australian stocks were resources, the Saudi export routes that pushed oil back toward $110, and the 13% of…

Sep 17 • Scuttlebutt

Equity Mates: Baidu now runs robotaxis in 28 cities against Waymo's 14

13 takeaways: Tesla self-certified a car with no steering wheel, One Nation wants Australians to divert 3% of their super into their pay, and the toggle…

Sep 11 • Scuttlebutt

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