Equity Mates Investing Podcast

We're back: 4 big investing themes & our Stocks of the Year

67 snips
Jan 18, 2026
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ADVICE

Use The Community Survey To Influence Content

  • Complete the Equity Mates community survey to shape future content and enter a $500 prize draw.
  • Spend two minutes on the four compulsory questions or ten minutes for full feedback to help the show prioritise topics.
ANECDOTE

Alphabet Won 2025 With AI Integration

  • Ren picked Alphabet as 2025 Stock of the Year and it rose about 63% in 2025 driven by AI and vertical integration.
  • Alphabet's in-house chips and AI integration improved cost-per-query and strengthened its competitive position.
ANECDOTE

Mass Group Delivered A Solid 2025

  • Bryce's 2025 pick, Mass Group, returned about 19% amid infrastructure tailwinds and midstream contract wins.
  • The company benefited from a construction rally and new contracts including work for data-centre projects.
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