EPISODE · Mar 15, 2026 · 29 MIN
We're panic buying & the most bullish Mr Beat Up yet
from Equity Mates Investing Podcast
Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfestIn this episode:00:00 Why markets panicked last week (and why we were buying)02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears05:06 The real lesson: market drops happen more often than you think07:42 Why simple investing strategies beat panic selling09:09 Panic buying: how we approached the dip10:21 Mr. Beat Up returns: analysing an 80% stock crash14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)17:12 Does Duolingo actually have a moat?24:57 Valuation check: is the stock now mispriced?Clip featured from Bloomberg News, watch the full interview here.———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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———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. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfestIn this episode:00:00 Why markets panicked last week (and why we were buying)02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears05:06 The real lesson: market drops happen more often than you think07:42 Why simple investing strategies beat panic selling09:09 Panic buying: how we approached the dip10:21 Mr. Beat Up returns: analysing an 80% stock crash14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)17:12 Does Duolingo actually have a moat?24:57 Valuation check: is the stock now mispriced?Clip featured from Bloomberg News, watch the full interview here.———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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———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. Hosted on Acast. See acast.com/privacy for more information.
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We're panic buying & the most bullish Mr Beat Up yet
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