Friday Beers with Marc and Stuart
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Episode 23 (4 October 2019)
In this week's episode: Ajax and Bayern kick @ss, New reports from the research factory, Marc and Stu explain stuff, Bellamy’s and The Barbarians, Monkie business.
Stocks mentioned: Energy Technologies (EGY), MyFiziq (MYQ), Bellamy’s (BAL) and Imagion Biosystems (IBX).
Beer: Leffe from AB InBev (Belgium)
Episode 22 (20 September 2019): The junk bond special
In this week's episode: Iranian Bingo. New research on seeds and chips. Whatever happened to … ? Bitter wives make for good drinking.
Stocks mentioned: Abundant Produce (ABT), Revasum (RVS)
Beer: My Wife's Bitter English Ale, Burleigh Brewing (Burleigh Heads, Qld)
Episode 21 (30 August 2019): An offer you can’t refuse
In this week's episode: Confession season stand-outs. An offer you can’t refuse. What can I get for 10 dollars? Yaks and wrestling.
Stocks mentioned: Aspire Mining (AKM), Afterpay Touch (APT), Crown Resoirts (CWN), Lovisa (LOV), Mesoblast (MSB), Rio Tinto (RIO), WiseTech Global (WTC), Woolworths (WOW), Xanadu Mines (XAM)
Beer: Sonic Prayer IPA, Modus Operandi Brewing (Mona Vale, NSW)
Episode 20 (16 August 2019): The “Shithole”special
In this week's episode: Don’t cry for me Argentina. Blue Horseshoe loves Lithium. How the Dutch got kicked out of Indonesia. Marc wears a scarf. Stu shamelessly toots his own Aussie horn.
Stocks mentioned: Wesfarmers (WES)
Beers: Bintang Pilsener, PT Multi Bintang (Surabaya, Indonesia) and Tropical Torpedo IPA, Sierra Nevada Brewery (Chico, Ca.)
Episode 19 (2 August 2019): Crashing in Queenstown
In this week's episode: Bioshares wrap up. Stuart crashes like a Spec stock. Equity markets outlook according to Eddie the Eagle. Yankee invasion of Australia.
Stocks mentioned: Somnomed (SOM), Volpara Health Technologies (VHT)
Beer: West Coast IPA, Monteith's (Greymouth, NZ)
Episode 18 (12 July 2019): Is that a Long in your Shorts or are you happy to see me?
In this week's episode: Tech Pride in San Francisco. ECM is so 2018! Happy birthday to us. Shorts that shouldn’t be shorts.
Stocks mentioned: Bellamy's Australia (BAL), Galaxy Resources (GXY), Orosobre (ORE), Syrah Resources (SYR).
Beer: Summer Hop Ale, Young Henrys (Newtown, NSW)
Episode 17 (21 June 2019): The Facebook Global Domination Special
In this week's episode: Facebook likes your wallet. Deep-throated finch saved from extinction. Dry humping in California.
Stocks mentioned: Afterpay Touch (APT), OFX Group (OFX), Sensera (SE1),Splitit (SPT), Ziptel (ZIP),
Beer: Tower Ten IPA, Karl Strauss Brewing (San Diego, Ca.)
Episode 16 (7 June 2019): The Trade War Special
In this week's episode: Trade war…what is it good for?. Aussie Healthcare winners. Battlefield Rare Earths. A hairy-chested punt.
Stocks mentioned: Cochlear (COH), CSL Ltd (CSL), Evolution Mining (EVN), Greenland Minerals (GGG), Lynas (LYC), Nufarm (NUF), Resmed (RMD)
Beer: Goldstar Dark Lager, Tempo Beer Industries (Netanya, Israel)
Episode 15 (23 May 2019): It’s the economy, stupid….
In this week's episode: What not to buy in a recession. New research reports from the boys. TNE: Priced for perfection?
Stocks mentioned: Coles Group (COL), Invion (IVX), MyFiziq (MYQ), Sensera (S1), Technology One (TNE), Wesfarmers (WES), Woolworths (WOW)
Beer: Balter IPA, Balter Brewing (Currumbin Waters, Qld)
Episode 14 (10 May 2019): The one with the Semiconductors
In this week's episode: Shock and horror in Amsterdam. The Pitt Street Research Semiconductor conference is almost here. Get one of the last tickets available!
Stocks mentioned:4DS Memory (4DS), Audiiopixels (AKP), Brainchip (BRN), Bluchiip (BCT), Bluglass (BLG), Revasum (RVS), Sensera (SE1)
Beer: Kaiju! Krush, Kaiju! Beer ( Dandenong South, Vic.)
Episode 13 (26 April 2019): The Kingsday Special
In this week's episode: It's Big Willie's birthday in The Netherlands. The Dutch origins of Lendlease. Nearmap is Coming to America.
Stocks mentioned: Lend Lease (LLC), Nearmap (NEA)
Beer: Grolsch Premium Lager, Grolsch Brewery (Enschede, The Netherlands)
Episode 12 (18 April 2019): The Easter Special
In this week's episode: An Easter egg for Stu. Dulux being acquired. Horny goats at Blackmores.
Stocks mentioned: Bellamy's Australia (BAL), Bega Cheese (BGA), Blackmores (BKL), Domacom Australia (DCL), DuluxGroup (DLX), McMillan Shakespeare (MMS), oOh!Media (OML)
Beer: Hopsmith IPA, Akasha Brewing (Five Dock, NSW)
Episode 11 (12 April 2019): How to survive a Labor takeover
In this week's episode: Marc's European adventures. A survivor's guide to a Labor government.
Stocks mentioned: Brisbane Broncos (BBL), Flight Centre Travel Group (FLT)
Beer: Fred IPA, Murray's Craft Brewing (Bob’s Farm, NSW)
Episode 10 (22 March 2019): The Tech Company edition
In this week's episode: There is hope yet for ASX-listed Small & Mid cap Tech stocks. MiFID 2 is coming to a market near you!! Smaller ASX-listed companies beware!
Stocks mentioned: Afterpay Touch (APT), Altium (ALU), Anatara Lifesciences (ANR), Anteo Diagnostics (ADO), Appen (APX), Bravura Solutions (BVS), WiseTech Global (WTC)
Beer: Sleeping Giant IPA, Gage Roads Brewing Co. (Palmyra, WA)
Episode 9 (15 March 2019): The Saint Patrick’s Day special
In this week’s episode: Barbarians at the Gate Part 2: Five potential take over targets. Three stocks run by Irish CEOs.
Stocks mentioned: Bellamy's Australia (BAL), Bega Cheese (BGA), Bingo Industries (BIN), DuluxGroup (DLX), McMillan Shakespeare (MMS), oOh!Media (OML), Qantas Airways (QAN), Resmed (RMD), Tassal Group (TGR), Yowie Group (YOW)
Beer: Kilkenny Irish Ale, Guinness (Dublin, Ireland)
Episode 8 (8 March 2019): The Barbarians are at the Gate
In this week’s episode: A2 Milk...the Great White Hope. Barbarians at MYOB's gate. Don't believe the GDP hype.
Stocks mentioned: A2 Milk Company (A2M), Fonterra Co-operative Group (NZX: FCG), MYOB Group (MYO)
Beer: Sprocket IPA, BentSpoke Brewing Co (Braddon, ACT)
Episode 7 (1 March 2019): The Mardi Gras Special
In this week’s episode: A big shout out to the BLT community. Blue Horseshoe loves Qantas Airways. Marc talks about penguins (and Vocus … and Optus).
Stocks mentioned: Parazero (PRZ), Qantas Airways (QAN), Vocus Group (VOC).
Beer: Coopers Pale Ale, Coopers Brewery (Regency Park, SA)
Episode 6 (22 February 2019): The Battle of the Sexes edition
In this week's episode: Stuart invests like a girl (watch before you judge). Marc is Talking Tech. The Germans are coming.
Stocks mentioned: Altium (ALU), Coles Group (COL), Credit Intelligence (CI1), Lovisa (LOV), Technology One (TNE), WiseTech Global (WTC), Woolworths (WOW).
Beer: Cricketers Lager, Cricketers Arms (Laverton, Vic.)
Episode 5 (15 February 2019): The Valentine’s Day edition
In this week's episode: Stuart is looking for Love. Marc thinks the end is Nigh. Gangnam Style at the ASX.
Stocks mentioned: Bapcor (BAP), Carsales.Com (CAR), Domacom Australia (DCL), Lovisa (LOV), Praemium (PPS)
Beer: Atomic Pale Ale, Gage Roads Brewing Co. (Palmyra, WA)
Episode 4 (8 February 2019): Our thoughts and prayers go out to all mortage brokers
In this week's episode: We feel sorry for mortgage brokers. No happy ending for Stuart. A shameless pitch for a new research report.
Stocks mentioned: Australian Finance Group (AFG), Blackwall (BWF), Mortgage Choice (MOC)
Beer: Pointer's Pale Ale, Monteith's (Greymouth, NZ)
Episode 3 (1 February 2019): Two old friends from the US
In this week's episode: Waking up to Resmed. Stuart disses brokers. Two old friends from the US.
Stocks mentioned: Afterpay Touch (APT), Linius Technologies (LNU), PainChek (PCK), Resmed (RMD), Rhinomed (RNO), Security Matters (SMX), Splitit (SPT), Yojee (YOJ)
Beer: Mornington Pale, Mornington Peninsula Brewery (Mornington, Vic.)
Episode 2 (25 January 2019): Making Biotech Great Again
In this week's episode: Stuart plays his Trump card. Marc gets hit with a handbag. Labor is about to take our franking credits away.
Stocks mentioned: Neuren Pharmaceuticals (NEU)
Beer: Seabass Mediterranean Lager, Yulli's Brews (Alexandria, NSW)
Episode 1 (18 January 2019): The inaugural chat
In this week’s edition: Marc talks doom and gloom about the Australian housing market. A brothel with a tax problem. Our take on positive discrimination in public companies.
Beer: Hop Splicer XPA, Stockade Brew Co (Smeaton Grange, NSW)