{"podcast":{"title":"Equity Mates Investing Podcast","slug":"equity-mates-investing-podcast-55637","podcast_index_feed_id":55637,"rss_url":"https://feeds.acast.com/public/shows/8c560a52-84ff-4b06-b819-f4e9bd6e85ef","website_url":"https://equitymates.com","image_url":"https://assets.pippa.io/shows/6113c4e58b49030d2716f6e0/1629932001241-b9a3641bf992fd152185547c28b9c9c3.jpeg","author":"Equity Mates Media","episode_count":1141,"summary":"Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637"},"episode":{"title":"Allbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained","slug":"allbirds-brazen-move-saudi-s-abandoning-liv-golf-and-bryce-s-investing-strategy-explained","published_at":"2026-04-19T19:05:00+00:00","page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/allbirds-brazen-move-saudi-s-abandoning-liv-golf-and-bryce-s-investing-strategy-explained","show_page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637","url":"https://shows.acast.com/equity-mates/episodes/allbirds-brazen-move-saudis-abandoning-liv-golf","audio_url":"https://sphinx.acast.com/p/acast/s/equity-mates/e/69e1d665e74a3b71d4993161/media.mp3","summary":"A former sneaker darling reinventing itself as an AI compute business, a Saudi-backed golf league reportedly burning through cash at an eye-watering rate, and a practical look at how Bryce is trying to bring more structure to his stock picking. It’s a sharp reminder that markets can get irrational fast and that having a repeatable investment process matters when the noise gets loud. In this episode: 00:00 - Allbirds' ditches shoes for AI 07:47 - Why LIV Golf may be running out of runway 14:39 - Bryce's new investment process 18:40 - Using the four step stock checklist 20:43 - DCFs, fair value and testing assumptions 23:35 - Cooling-off periods and writing theses 27:23 - Running the current portfolio through the framework 31:12 - Why being directionally right matters more than perfect models ETFs & stocks mentioned: Allbirds (NASDAQ: BIRD), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Pro Medicus (ASX: PME), Duolingo (NASDAQ: DUOL), Eli Lilly (NYSE: LLY), Axon Enterprise (NASDAQ: AXON), Electronic Arts (NASDAQ: EA) DCF (Discounted Cash Flow) Formula: a valuation method that determines an investment's current value by projecting its future cash flows and discounting them back to the present using a specific rate. It helps determine if an investment, project, or asset is worth its current cost, with primary applications in capital budgeting, company valuation, and stock analysis. ——— Want to get involved in the podcast? Record a  voice note  or  send us a message And come and join the conversation in the Equity Mates  Facebook Discussion Group . ——— 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 n…","meta_description":"A former sneaker darling reinventing itself as an AI compute business, a Saudi-backed golf league reportedly burning through cash at an eye-watering rate,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2023,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/allbirds-brazen-move-saudi-s-abandoning-liv-golf-and-bryce-s-investing-strategy-explained/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/allbirds-brazen-move-saudi-s-abandoning-liv-golf-and-bryce-s-investing-strategy-explained.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}