Which stocks will you look back on ten years from now and think “I wish I bought it back then!”

Henry Jennings from Marcus Today and Ben Clark from TMS Capital to debate five stocks; from a healthcare giant riding Australia's ageing population boom, to a controversial drone company trading at 81 times forward earnings — plus their single best stock pick for the next ten years.

Stocks mentioned:

Ramsay Health care (ASX: RHC)

Mineral Resources (ASX: MIN)

DroneShield (ASX: DRO)

Soul Patts (ASX: SOL)

Maas Group (ASX: MGH)

Chapters:

00:00 Ramsay Health Care Sell Debate

03:13 Mineral Resources Bullish Case

06:39 DroneShield Mixed Views

11:25 Soul Patts Long-Term Pick

12:49 Maas Group Growth Opportunity

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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)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people

today.

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Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Markets have been incredibly volatile this year - it feels like every day a new tweet from Trump changes the status quo. So, what if you could hold a few stocks in the bottom drawer that could help sail you through the storm?

We’re joined by Anthony Aboud from Perpetual and Jun Bei Liu from TenCap to analyse five portfolio staples.

Stocks mentioned:

Commonwealth Bank (ASX: CBA)

Soul Patts (ASX: SOL)

Rio Tinto (ASX: RIO)

Cobram Estate Olives (ASX: CBO)

Cuscal (ASX: CCL)

Chapters:

00:00 Are Banks A Buy?

02:40 Soul Patts Long Term Play

05:10 Rio Tinto Iron Ore Risks

07:30 Cobram And Cuscal Growth Stories

11:37 Key Takeaways For Investors

———

———

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)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people

today.

———

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Welcome to Buy or Sell, Equity Mates’ newest show, dedicated to helping you discover the hottest investment ideas in markets.

Host Ally Selby is joined by Jun Bei Liu from TenCap and Anthony Aboud from Perpetual who are diving into five stocks that are off to the races in 2026.

Can this momentum continue?

Stocks mentioned:

• Viva Energy (ASX: VEA)
• Lynas Rare Earths (ASX: LYC)
• Macmahon Holdings (ASX: MAH)
• Alcoa Corporation (ASX: AAI)
• New Hope (ASX: NHC)

Chapters:

00:00 Veeva Energy: Profits Won’t Last

02:57 Lynas Rare Earths: Too Much Priced In

05:06 McMahon Holdings: Nearing The Peak

07:23 Alcoa: Riding Supply Shock Higher

09:00 New Hope: Coal Demand Isn’t Dead

———

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)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people

today.

———

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.