Stock Market Movers
92 episodes - English - Latest episode: almost 4 years ago - ★★★★★ - 3 ratingsJeremy Medlin reviews the stocks that are moving the NZX, ASX and international markets. Listen in each week for a new episode on Friday. Find out more about the podcast by going to www.stockmarketmovers.co.nz
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Episodes
90, The Undertaker! Pacific Edge & Kathmandu
July 03, 2020 23:44 - 18 minutes - 16.9 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
89, Eroad Reports, Metro Performance and Cooks Global
June 19, 2020 22:44 - 25 minutes - 23.2 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
88, Where everybody gets a bargain? Rymans Profits and tiramisu
June 13, 2020 02:38 - 18 minutes - 16.7 MBFind out more information at www.stockmarketmovers.co.nz
87, Infratil Annual Report, Gentrack & Facebook Q&A!!
June 06, 2020 03:26 - 32 minutes - 30 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
86, Interview with Matt Joass, Covid 19, Investing Strategy, a2 Milk Analysis, Pushpay and introducing Maven Funds
May 22, 2020 22:13 - 58 minutes - 54.2 MBCheck out https://www.mavenfunds.com.au/ If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
85, Level 2, the Budget and Freightways, Michael Hill and Hallensteins
May 15, 2020 22:14 - 18 minutes - 17.3 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
84, New Zealand Retailers & Pushpay Powers!
May 08, 2020 21:50 - 20 minutes - 18.9 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
83, Covid woes - Briscoes, Smartpay, Skycity, Wellington Drive, Auckland Air & Z Energy
May 01, 2020 21:33 - 19 minutes - 18.3 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
82, Recession??? Not for a2 Milk. WHS, RBD, CVT, KPG and SPK also discussed
April 23, 2020 22:33 - 25 minutes - 23.8 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Episode 81, Q & A!!
April 17, 2020 21:30 - 39 minutes - 37 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Special Episode, Auckland Shareholders Association, Interview with Paul Harrison from Salt Investment
April 09, 2020 21:48 - 45 minutes - 42.4 MBThe Auckland Shareholders association runs regular investor meetups and presentations and had one planned for later this month. Unfortunately, the event was cancelled due to the Covid-19 lockdown. Each event has guest speakers, often CEOs of NZX listed companies as well as other well-known market specialists. The events are a great place to enhance your investing knowledge, meet likeminded people and get an insight that is not normally allowed to retail investors. The shareholders associatio...
79, Covid-19 impacting Tourism Holdings, Serko, Sky City, Z Energy & Kathmandu
April 04, 2020 00:52 - 19 minutes - 17.9 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
78, Withdrawing Guidance, Cancelling Dividends and Deferring Capital Expenditures
March 27, 2020 21:47 - 13 minutes - 12.4 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Fu*k you Coronavirus!
March 20, 2020 22:36 - 21 minutes - 20.2 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
76, Coronavirus, the week that was - Coalface stocks, Flight Centre, Auckland Airport and Air New Zealand
March 14, 2020 22:31 - 18 minutes - 17.3 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
75, Coronavirus, the Losers and the Winners on the NZX
March 06, 2020 20:36 - 14 minutes - 7.14 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
74, Coronavirus & Retained Earnings
February 28, 2020 21:44 - 13 minutes - 12.3 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
73, Fletcher Building, Spark, Ebos, Auckland Airport and Charlie Munger at the Daily Journal
February 21, 2020 21:20 - 13 minutes - 6.56 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
72, Jemma Ross from Spinach.co.nz - Interview with Jeremy on Buying and Selling Small Businesses
February 14, 2020 21:14 - 30 minutes - 28.1 MBFind out more about Spinach loans at www.spinach.co.nz If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
71, Matt Joass Interview, Bushfires, Coronavirus, Pushpay and Tesla
February 07, 2020 22:31 - 46 minutes - 43.2 MBWelcome to the first episode of the Stock Market Movers podcast for 2020! See below links on Matt Joass; www.mattjoass.com www.mavenfunds.com.au If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
70, Interview with Pushpay CEO Bruce Gordon, Community Church Builder, The Future of Pushpay
December 19, 2019 20:05 - 57 minutes - 53.5 MBBruce Gordon was appointed as the Independent Chairman of Pushpay on 20 February, 2014 and on 8 May, 2019 stood down from this position to assume the role of CEO and Executive Director, effective 1 June, 2019. Bruce has over 30 years’ experience in business holding senior positions with both SMEs and corporate organisations across Asia Pacific, the UK and the US. He has held various positions in other New Zealand technology companies, including Data Insight. A pioneer of many of the electr...
69, Podcast Meetup Debrief, Quick updates from Hallensteins, Rakon & Geneva Finance Discussion
December 06, 2019 22:07 - 17 minutes - 16.4 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
68, Fisher & Paykel, Burger Fuel, Moa & Greencross
November 29, 2019 23:11 - 16 minutes - 7.75 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
67, Steel & Tube, the a2 Milk Outlook, Metlifecare takeover? Eroad and Gentrack updates
November 22, 2019 20:34 - 20 minutes - 9.58 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
66, NZO Apology! Mainfreight, Abano Takeover and Sanford
November 15, 2019 19:48 - 17 minutes - 8.29 MBIf you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Episode 65, Pushpay and Xero Interims.
November 08, 2019 21:09 - 23 minutes - 11 MBIn episode 65 Jeremy talks about the 3rd quarter for Briscoe’s. The bulk of the episode is about the interim updates from two New Zealand founded software companies, Xero and Pushpay
64, Z Energy, Plexure Interim, Hallensteins Annual, Synlait and Freightways
October 31, 2019 19:15 - 18 minutes - 17.1 MBIn this episode of the Stock Market Movers podcast Jeremy reviews the financial reports from Z Energy, Plexure and Hallensteins. We also discuss the business acquisitions by Synlait and Freighways
63, Convention Centre Fire, Rio Tinto Attempts to Renegotiate & Sharebuy Backs
October 24, 2019 19:32 - 14 minutes - 13.1 MBIt was a very interesting week on the NZX, in this episode, Jeremy talks about the fire at the SkyCity Convention Centre, the potential Closure of the Smelter at Tiwai, Metlifecare and share buy backs and an update from a few of the big announcements during the week. If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice...
62, The Battle of the Sport Rights, Spark Sport Vs Sky TV
October 17, 2019 20:07 - 24 minutes - 22.3 MBIn episode 62 of the Stock Market Movers podcast Jeremy commentates on probably the most interesting story on the NZX at the moment, the battle between Spark and Sky TV of sporting rights and distribution in New Zealand. If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice pleas...
Episode 61, the career of Graeme Hart, New Zealand’s most successful business person
October 10, 2019 19:02 - 26 minutes - 24.5 MBIn episode 61 of the Stock Market Movers podcast Jeremy profiles the career of New Zealand’s most successful business person, Graeme Hart. Jeremy uses the presentation that Hart did to Otago University graduates (listed below) as the backdrop for the episode. Find out about Graeme Hart’s achievements and what character traits have made him so successful - https://youtu.be/9y0DvkS3FVs - University Presentation https://ourarchive.otago.ac.nz/handle/10523/2817 - University Thesis If you wan...
60, Kathmandu (KMD) Swings for the Fences and Buys Rip Curl
October 03, 2019 19:15 - 18 minutes - 8.82 MBIn this weeks episode of the Stock Market Movers podcast Jeremy profiles in detail the move by Kathmandu to acquire Australian surfing and apparel brand Rip Curl. If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Pushpay & Plexure Guidance. Fonterra Pays some Debt. Moa gets into the Pizza Game
September 26, 2019 19:42 - 19 minutes - 18.1 MBOn this weeks edition of the Stock Market Movers Podcast Jeremy Medlin talks about guidance from two of the NZXs most interesting tech companies, Pushpay and Plexure. We also discuss Fonterra and Moa buying Non Solo Pizza. If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice ple...
58, Calimero St Heliers, CVT, RBD, KMD & BGP
September 19, 2019 20:05 - 27 minutes - 25.8 MBIn Episode 58 of the Stock Market Movers Podcast we talk about Comvita (CVT), Restaurant Brands (RBD), Kathmandu (KMD) and Briscoes (BGP). But we also talk about the podcasts first ever sponsor. Calimero is an established Pizza and Pasta takeaway that your host Jeremy Medlin bought last week. Calimero is known for its high quality and reasonable prices. Check out Calimero on Facebook at https://www.facebook.com/CalimeroPizza/ You can place an order for pick up by calling 09 575 7787. I...
57, Quick housing Chat, Uber Rant and Cannasouth Deep Dive (CBD)
September 12, 2019 19:00 - 19 minutes - 18.3 MBIn Episode 57 of the Stock Market Movers podcast Jeremy starts off with a quick comparison between investing in the Stock and Property Markets. He then has a rant about Uber Eats and its impact on the takeaway market. Finally he finishes with a deep dive into Cannasouth and a discussion of their recent announcements. If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing...
56, The end of New Zealand Oil and Gas? Solution Dynamics and Metlifecare
September 05, 2019 19:00 - 19 minutes - 17.9 MBIn episode 56 of the Stock Market Movers podcast Jeremy talks about the pending takeover of New Zealand Oil and Gas and discusses the long term mediocrity that they have delivered shareholders. He also discusses Solution Dynamics and Metlifecare. If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking...
55, An update from a2 Milk, The South Pacific Stock Exchange & Dissecting Insider Buying at RFF
August 29, 2019 19:07 - 22 minutes - 21.1 MBIn Episode 55 of the Stock Market Movers podcast we discuss a range of topics. Starting with a quick discussion of the trade dispute between China and the United States. We then discuss Jeremy's trip to Fiji and a brief overview of the South Pacific Stock Exchange based in Fiji. We break down some of the numbers from the a2 Milk 2019 annual report and finally Jeremy gives his views on insider ownership with the case study example being Rural Funds Group that trades on the ASX under the ti...
54, Part 2 of my conversation with Andrew Page, discussions about the ASX and some more investing theory!
August 22, 2019 19:00 - 31 minutes - 29.4 MBThis is part 2 of my conversation with Andrew Page the managing director and founder of Strawman.com. In Part 1 we talk about some investing theory and Andrew discusses the right way to think about and deal with falling markets. In Part 2 we pick up with a conversation about the ASX and breakdown its makeup, then we get right back into discussing some investing theory. What is Strawman? Strawman is Australia’s premier online investment club. Using exclusive research management and networ...
53, Part 1 of my conversation with Andrew Page, investing theory and how to think about falling markets!
August 15, 2019 19:00 - 30 minutes - 27.9 MBThis is part 1 of my conversation with Andrew Page the managing director and founder of Strawman.com. In Part 1 we talk about some investing theory and Andrew discusses the right way to think about and deal with falling markets. What is Strawman? Strawman is Australia’s premier online investment club. Using exclusive research management and networking tools, our community of investors collaborate to deliver independent, accountable and actionable sharemarket research and recommendations...
52, Discussing, valuing and how to think about Intangible Assets. Interview with Paul Adams, CEO of EverEdge
August 08, 2019 19:30 - 50 minutes - 47 MBIn the latest episode of the Stock Market Movers Podcast Jeremy interviews the CEO of EverEdge. About EverEdge: EverEdge is a global intangible asset advisory, valuation and transaction specialist. Intangible assets account for 87% of company value today. EverEdge helps companies and investors unlock the value of these intangible assets and reduce intangible asset risk by identifying, valuing and monetising intangible assets About Paul Adams: Paul Adams is the CEO of EverEdge, a global adviso...
Episode 51, The Port of Napier, will it be the little IPO that beats the market?
August 01, 2019 19:37 - 15 minutes - 7.39 MBIn Episode 51 of the Stock Market Movers podcast we discuss the upcoming IPO of the Port of Napier. The NZX feels awash with IPOs recently. At one end of the spectrum we have had Cannasouth which is going to be duking it out in the medicinal marijuana space. Port of Napier is at the other end, having its history dating back 150 years. During the episode we discuss the nature of IPOs and what it means to participate in them. In the episode Jeremy attempts to value the IPO and get an in...
The Podcast turns 50! An interview with a very very SPECIAL GUEST
July 25, 2019 19:31 - 57 minutes - 52.9 MB50 is always an important number. It is an important birthday. There are 50 states in the United States of America. You raise your bat in cricket when you score it, a one day cricket match is also contested over 50 overs. We even have 50 Shades of Gray and 50 Cents. I still remember today my Dad giving me a 50 cent coin as my first ever pocket money. 50 is the smallest number that is the sum of two non-zero square numbers in two distinct ways: 50 = 12 + 72 = 52 + 52. It is also the ...
49, What does the Cricket World Cup, Z Energy and Warren Buffett have in common?
July 18, 2019 19:29 - 23 minutes - 21.6 MBThey have nothing in common except that they are the three topics in Episode 49 of the Stock Market Movers podcast. It was another quiet news week on the NZX so Jeremy took the chance to talk about his views on the Cricket World Cup for a couple of minutes, we talk about Z Energy and their recent quarterly update and we spend some time looking at some more Berkshire Hathaway Annual General Meetings. This time we talk about a question Warren Buffett got at the 1997 AGM about intrinsic value...
48, The Unscripted off-the-cuff episode: AWF Madison, Michael Hill & Paysauce
July 11, 2019 20:05 - 40 minutes - 37.1 MBTo be completely honest, I was flat out this week and did not get to do much in the way of podcast preparation. I have had work and the cricket world cup taking up too much of my time. So this week I did an unscripted episode where I just looked at information and talked. In the first half of the episode I run through the notes from a presentation I did earlier in the week on the NZX recruiter, AWF Madison. Then I talk about Michael Hill and their recent market update, I do this by readi...
47, Abano Healthcare, Warehouse Tour and Chris Heaslip hits the sell button on Pushpay
July 04, 2019 20:31 - 19 minutes - 17.6 MBOn this weeks podcast I dive into a recent trading update from Abano Healthcare, the $100 million dollar New Zealand and Australian dental care provider. The most interesting thing about Abano is to take a look at the goodwill on the balance sheet and make assumptions from there. The biggest news of the week was Chris Heaslip selling around half of his Pushpay shares. While I will not be able to say this definitively I believe that this is a logical action for a guy that wants to realise ...
Episode 46, King Salmon, Greencross Health, Fletcher Building, Mainfreight and TIL Logistics
June 27, 2019 19:24 - 19 minutes - 18.1 MBThere was a lot of NZX news over the week. It seemed that there were a lot of companies that either had updates, guidance or came out with their annual report. In this weeks episode we look at the updated guidance from New Zealand King Salmon (NZK), the annual report from Greencross Health, the Fletcher Building buyback and we dig into two of New Zealand's publicly traded trucking and logistics companies. Remember also to check out the website for new blog posts from the week. Disclaimer...
Cannasouth (CBD) IPO, SmartPay annual report and my view on Contracts for Dickhe@ds (CFDs)
June 20, 2019 19:34 - 26 minutes - 24.4 MBIn the first part of the episode Jeremy discusses the biggest news of the week on the NZX was the Cannasouth IPO which began trading on the market under the ticker code CBD. This was huge news for two reasons. The first being that it was the first IPO on the NZX for two years, the second reason being that it is a medicinal marijuana research company. In the second part of the episode Jeremy dives into SmartPay, the eftpos rental company who recently released their annual report and number...
44, What is short selling? how to do it and risks. And Berkshire AGM Part 2
June 13, 2019 19:34 - 28 minutes - 13.5 MBIt was a quiet news week on the NZX and markets in general. So this week Jeremy talks about short selling and uses some examples from everyday life to define it. Jeremy describes when he thinks people should short sell, should they do it for valuation or fraudulent reasons? he describes some of the problems people have with short selling using the example of Tesla and Elon Musk. Finally the episode ends with part 2 of Jeremy's discussion of Warren Buffett, Charlie Munger and the 2019 Be...
43, Insights from Warren Buffett & Charlie Munger. Analysis of the Berkshire Hathaway AGM
June 06, 2019 20:27 - 40 minutes - 37.7 MBFinally! Jeremy discusses the Berkshire Hathaway Annual General Meeting. Here investors, journalists and analysts spend hours peppering CEO and Chairman Warren Buffett and vice Chairman Charlie Munger with questions. Get insights from Berkshire Hathaway, the economy, the stock market as well as some of the best investment advice from the greatest investors ever. Disclaimer: As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice pl...
42, Interview with former long time Sky TV CEO John Fellet
May 30, 2019 19:35 - 54 minutes - 50.7 MBIn the latest episode of the Stock Market Movers podcast I interview former long time Sky TV CEO John Fellet. This was an interview that I have been looking forward to for a long time. John is an expert in his field, it was one of those interviews where I came out knowing a lot more than what I knew when I went in. John Fellet Bio (summarised from SKY TV 2018 annual report): Mr Fellet joined SKY as chief operating officer in 1991. He was appointed as chief executive in January 2001 and as...
41, Infratil Buys Vodafone!! Kiwi Property Group and Steel & Tube
May 23, 2019 08:29 - 19 minutes - 17.6 MBIts Thursday not Friday!! This weeks episode is being released on Thursday evening as opposed to Friday morning because I am travelling to Christchurch tomorrow morning. Apologies for the schedule change. On this weeks episode of the Stock Market Movers podcast I finally get to the acquisition of Vodafone New Zealand by Infratil and Brookfield Asset Management. I have been dying to talk about this for the last few weeks but I haven't been able due to the recent guest shows we have done. ...