Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?

A big episode to start the week here at Equity Mates. We:Hear Bryce pitch a stock Are joined by Maddy for Pimp my Portfolio Unpack the lessons from 2 investor lettersLinks mentioned:2024 Community SurveyRowan Street Capital LetterAce River Capital LetterReddit r/SecurityAnalysisPodcast episode with Yaron Naymark on RCI HospitalityFacebook Discussion GroupWant to get in touch with Luke? Fill out this form. Want to ask a question or join us on the podcast, hit us up via our website. —------Want to keep learning? Check out the Rask + Equity Mates investing courses. We’ve worked with the team at Rask Invest to produce two great investing courses:Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolioThe Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------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. —------Equity Mates Investing 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.