Equity Mates

1 in 3 Australians have owned crypto and 90% know Bitcoin, Coinbase Australia's COO finds

11 takeaways: Coinbase custodies over 75% of Bitcoin value, why a stablecoin transfer costs five basis points, and what ASIC's coming rules will and…

2 hrs ago • Scuttlebutt

Betashares' AUM hit $95 billion this week, up from $90 billion days ago, says its CEO

5 takeaways: Why he predicts a "money personal trainer" in everyone's pocket, his case for a tax-free investing threshold, and why cost is the only…

Nov 3 • Scuttlebutt

Australian property has "more pain to come," says Runestone Finance's founder

8 takeaways: why a 10% pullback can still be an entry point, why rentvesting only works as a long hold, and the one transfer that can void a…

Oct 20 • Scuttlebutt

Bumble agreed to a US$1.3B sale, about 92% below its 2021 peak — Equity Mates

7 takeaways: why CoreWeave bonds trade at 78 cents, what a reverse DCF says Eli Lilly must grow, and whether a newborn's geared ETF can beat his…

Oct 19 • Scuttlebutt

Selling 90% of an SK Hynix stake still left a 7% position — Platinum Asia PM

14 takeaways: why memory stocks on 4x earnings can still surprise, India's $85-a-head health spending, Indonesia at 10x earnings, and why Korea is his…

Oct 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

Average US utility now grows EPS 9% a year, up from 0–2% in 2010, says ClearBridge PM

12 insights: why NIMBY politics, not an AI spending slump, is the bigger threat, why UK water won't be nationalized, and why most infrastructure indexes…

Oct 2 • Scuttlebutt

Motley Fool Australia CIO: most people shouldn't be buying shares individually

14 principles: why he says a crash is coming and to invest anyway, his math on why Australian home loans would eat 77.5% of pay, and the five-step test…

Sep 29 • 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

ARK Invest CEO: Anthropic went from a $9B run rate to $65B in 6 months

12 calls: Why she says healthcare is the most mispriced AI trade, what a gigawatt of data center resold for, and the Bitcoin target she has not moved…

Sep 22 • Scuttlebutt

The age pension pays a couple 62% of a comfortable retirement — Equity Mates

9 lessons: the Fed, the ECB and now the RBA all raising, the retirement assumptions that have stopped holding, and Owen Rask on when to rip the band-aid…

Sep 21 • 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

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