Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
5/27/202635 min
The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to dominate the global weight loss market. Plus, Bryce & Ren reveal their mission to land Warren Buffett on the podcast, and a community member pitches an Aussie healthcare giant for the Community Portfolio.
In this episode:
00:00 – The Enhanced Games fail to deliver superhuman results
05:18 – Eli Lilly’s new weight loss drug shocks the market
10:49 – Where's Warren: Our Mission to Interview Warren Buffett
15:03 – Calling Omaha to track down Buffett
16:48 – Geoff Wilson gets us one step closer
20:09 – The plan to contact Buffett’s longtime assistant
22:28 – Community Portfolio update: Are we beating the market?
24:29 – Josh pitches ResMed for the Community Portfolio
Enhanced Games (NASDAQ: ENHA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), ResMed (ASX: RMD), Catapult Group (ASX: CAT), Betashares Diversified All Growth ETF (ASX: DHHF), CSL (ASX: CSL), Cochlear (ASX: COH), Philips (AMS: PHIA)
———
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 newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
Clips
Transcript preview
First 90 secondsAlec Renehan· Host0:00
[gentle music] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services License 540697. Here is the big takeaway from the Enhanced Games. The drugs didn't really work that well.
Bryce Leske· Host0:21
No.
Alec Renehan· Host0:21
Only one runner ran a sub-10 second 100 meter. But here's the thing, Bryce, he wasn't enhanced.
Bryce Leske· Host0:29
[upbeat music] Equity Mates. Welcome to another episode of Equity Mates, a show where we explore what's possible in the world of investing. My name's Bryce.
Alec Renehan· Host0:39
And I'm Ren, and today we're talking about all the ways that people are enhancing their bodies, and maybe enhancing their stock market returns. We are launching our quest to get Warren Buffett on the podcast. Yes, you heard us right. And we're closing with the community portfolio where we get a pitch from a community member.
Bryce Leske· Host0:58
And a reminder that tickets to FinFest, Australia's largest finance festival, the biggest event that Equity Mates puts on, they are now live early bird release, and they are selling quick.
Alec Renehan· Host1:08
Yeah, five stages, food trucks, bars, a fun day out to show that investing can be and is for everyone. You don't wanna miss it. It's on the 24th of October at Carriageworks in Sydney. Head to equitymates.com/finfest to secure your early bird tickets before they run out.
Bryce Leske· Host1:25
All right, let's get into it. [upbeat music] News and markets.