Mr. Beat Up

speaker

680 appearances 3 recordings 1 series first heard Jun 2026 last heard 8 Jul

Mr. Beat Up’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment

Equity Mates Investing Podcast · Meta copies another product, we’re beating the market & the chase for Warren Buffett continues · 28 Jun 2026 podcast

We're going to do this in this episode.

Then on Thursday, we're going to do our final monthly portfolio update.

And then we're going to have a five-week series as you go away.

So let's recap.

Where are we at?

DHHF is?

Wow, nice.

Okay.

How good is that?

Beating our benchmark.

That is so good.

And if we have a look at what the ingredients that have gone into that beat, we've had 16 pitches so far this year.

13 pitches for individual stocks, two pitches for ETFs, and then one pitch for an alternative asset.

In this case, it was Bitcoin.

We're a very generous investment committee.

15 yeses, one no.

And then of those 15 yeses, we've had four sells.

So they were in the portfolio, but then we sold them, meaning we've got 11 holdings at the moment.

Now, the sells, there was three because we added a minimum market cap requirement, and that saw us sell three small caps, NanoView, PlaySide Studios, and Link Minerals.

And then there was one that we chose to sell, Catapult.

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