Australian Investors Podcast

Welcome to the Investor Bootcamp mini-series on The Australian Investors Podcast. Document: Analyst Bootcamp Training Manual - https://bit.ly/rask-analyst Over the coming 10 weekends, I’m going to take you on a journey to become a better investor. Every Saturday, 7 am, starting next week, I’m going to be joined by one or more expert guests you will know from the series thus far. I’ve carefully selected these guests and the topics we’ll be covering. Also as part of the episodes, I’ll share with you the best resources I’ve come across for accelerating your learning. So why are we doing this 10-part series? I think that now, more than at any time in the past 20 years, direct stock investors will need to understand valuation at a more technical level. As Morgan Housel said: “The most underrated investing skills are controlling your emotions and having your career coincide with a 30-year decline in interest rates.” With interest rates finally on the way back up, the valuation of businesses, bonds and real assets will become more important. But as Warren Buffett once said, “It's only when the tide goes out that you learn who has been swimming naked.” For many investors, it finally feels like the tide is going out. Easy returns driven by falling rates on speculative assets like crypto, venture capital, technology stocks, highly geared companies, property and even bonds. Some people might say that value investing can now finally have its time to shine. Warren Buffett’s Berkshire Hathaway is back to catching up to famed investors like Cathie Wood’s ARK Innovation ETF as momentum and growth investors wonder about a recovery. So where does this leave investors who are wearing big losses in innovative but richly valued businesses? For many, we’re questioning our growth-first strategies. Are tech stocks really worth what I thought? Is it time to diversify my portfolio across industrial companies trading at lower valuations? After all, you can construct an all-weather diversified long-term portfolio from richly valued, high-quality companies. Or you can build a portfolio from lower-quality companies at lesser valuations. Lately, many investors seem to be opting for the deeper value style companies and portfolios. However, there’s one big problem with this approach: you need to have a strong grip on valuation. You need to understand how securities or investments are valued and then adjust your models to the current macro environment. According to Harvard Business Review: “Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many question whether they’re deserving of accolades.” I believe that over the past 10 years we have seen many talented investors enter the market and begin their investing journey. Indeed, around 70% of Rask members have been investing for less than 10 years. However, during that time we’ve experienced a massive bull market. Now, with markets becoming more volatile, it leads me to believe that many of our fellow listeners could be doubting their conviction in their abilities to find, research and model companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 5 companies talked about in today's investor's podcast are: 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position. 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements. 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world. 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints. 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing. Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management. The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies. Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining. Resources & free stuff: Luke Winchester's first interview with Owen Rask Merewether Capital website Download Owen’s free analyst pack (Word & PDF) Join Rask Rockets – SAVE $500 ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font… unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 16 March, 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks. These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include: Zoom Video Communications (NASDAQ: ZM) Okta (NASDAQ: OKTA) Tyro Payments (ASX: TYR) Damstra (ASX: DTC) Shopify (NYSE: SHOP) Xero Ltd (ASX: XRO) Resources & free stuff: Use the "Birthday" coupon code to get $100 off a 7Investing membership. Join here. Download Owen's free analyst pack (Word & PDF) Join Rask Rockets - SAVE $500 Say g'day on Twitter: Owen's Twitter Anirban's Twitter ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 10 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

This podcast with Nir Eyal on The Australian Investors Podcast first appeared on The Australian Finance Podcast. Nir Eyal is a successful author, investor and advocate for investing your time and money better. Do you value time or money more? Today’s episode is a little different to our normal money & investing content, but in our opinion just as important. Our podcast is all about helping our community invest their time and money, better. Today we’re going to dive deep into the time side of things, and explore ways we can take back control of our time, schedules and life, and spend it in meaningful ways. To do this, we’ve got best-selling author of Hooked and Indistractable Nir Eyal on the show, who is an expert in this area. Plus, we discuss the root cause of distractions, why you’re putting off doing less pleasant tasks like taxes and how we can better protect our time. This is important episode for listeners at any stage in their journey, because it’s all about maximising your choices in life and spending more time on the things that bring you joy (because money can’t buy time). Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP". Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Owen Rask is joined by Drew Meredith, CFP to reflect on Warren Buffett's latest Berkshire Hathaway (BRK) shareholder letter and share 10 pieces of Buffett's wisdom. 5 of Owen's favourite Buffett ideas are as follows: Buffett the teacher & the Orangutan effect. Teach a monkey and you'll be a better investor. Closing the market for 5 years anchors you to valuation, not price. "Favorable long-term prospects" and what it means. It doesn't mean themes or sectors. It means strong franchises. Staying invested - Buffett has $US144 billion of cash! He's wanted to be 100% equities since the 1960s! Focus on Owner earnings - increasing asset values & dividend income are what matter. Drew's 5 Buffett's insights: Work-life balance doesn't get you ahead. Buffett eats annual reports for breakfast. Buffett does business-picking, not stock-picking. Compounding returns, not indexing. Buffett is a private equity investor. Buffett's big four & true diversification in action. Insurance & Statutory fund; Apple, Railroads and Energy. Decarbonising the world is going to start at the top. Resources: Buffett's annual letters Drew's article for Wattle Partners Owen's article for Rask Buffett's GEICO research from 1951: Get in touch with Owen or Drew: Owen's Twitter: https://www.twitter.com/owenrask Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1 Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 3 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Luke Durbin is a Portfolio Manager of the Australian Equities Portfolio and a Director at Oracle Investment Management. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Oracle Investment Management and ethical investing. His father and Chief Investment Officer, Peter Durbin founded the company in 2012 and the investment team is based in Newcastle. Luke provides an overview of the origins of Oracle Investment Management, the Buffett way of investing and his best and worst investments. Talking points Beginning – Luke Durbin relives his personal journey as an investor and tells how he got placed in the top 10 of the ASX Sharemarket game in high school. @10:30 – The Investing philosophy at Oracle Investment Management and key portfolios. @16:45 – How Luke and his investment team find ideas. @20:15 – Luke runs through the investing filter process when determining whether an idea warrants further research. @20:40 – Why the quality of the management team is a core focus. @26:30 – The valuation approach at Oracle Investment Management. @30:00 - Luke and I discuss why understanding customer value proposition and competition is important. Luke also briefly touches on Appen Ltd (ASX: APX) and Afterpay Ltd (ASX: APT). @33:00 - How Luke and the Oracle investing team approach selling. @35:45 - Luke shares some of his best and worst investments to date. @45:45 - Overview of the Ethically Diversified portfolio and Luke shares some insights on a few of the holdings. @57:40 - We find out who has had the most significant influence on Luke's personal and investing career. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 23rd February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

7Investing's Dr Anirban Mahanti and Owen Rask are back to talk about the stock market volatility following Russia's decision to invade the Ukraine, and offer 6 stocks to watch right now. The six stocks Owen & Anirban talk about include: Zscaler Inc (NASDAQ: ZS) - A+ PlaySide Studios Ltd (ASX: PLY) - A Upstart Holdings (NASDAQ: UPST) - A Block Inc (NYSE: SQ) (ASX: SQ2) - A+ Global-E Online (NASDAQ: GLBE) - A Envirosuite Ltd (ASX: EVS) - B Owen's free investing courses: https://education.rask.com.au Get Owen's newsletter: https://www.rask.com.au/free-sign-up Join us on Twitter: Say “g’day” to Owen: Twitter or Instagram Say “howdy!” to Anirban on Twitter Resources Join 7Investing: https://www.7investing.com/subscribe Join Rask Invest: https://www.rask.com.au/subscriptions Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 25th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the final instalment of the three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical. I'm joined again by Mike Murray, Australian Ethical's Head of Domestic equities. In Part One of this series, I spoke with Dr Stuart Palmer about how Australian Ethical use their Charter to exclude about half of the companies on the ASX from the team's universe of investment ideas. In Part 2, Mike walked us through how he and the analyst team research companies and identify long-term compounders like Cochlear (ASX: COH) or Fisher & Paykal (ASX: FPH). You can go back to Parts One and Two by using the links in your podcast player. While you're there, don't forget to subscribe to The Australian Investors Podcast and, if you're really keen to help me out, leaving me an honest review. In this episode, the final part of our mini-series on ethical investing, Mike outlines his thesis for three Australian companies that are, at the time of recording, owned by the Australian Ethical High Conviction ETF. These companies are Healius Ltd (ASX: HLS), a laboratory testing and medical business formerly known as Primary Health Care; Pexa Ltd (ASX: PXA), which is by far Australia's most dominant property settlement and exchange platform; Downer Ltd (ASX: DOW), an industrials business working across many industries. As you'll hear from Mike, these companies have some wrinkles. But Mike does a great job of laying out his thesis. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Does a company's culture really matter to investors? In this Australian Investors Podcast episode, Rask analysts Raymond Jang & Owen Rask look at some of ASX's best-performing companies over the past 5 years and explain why company culture is vitally important. The analyst duo takes a look at Nearmap (ASX: NEA), ARB Corporation (ASX: ARB), Commonwealth Bank (ASX: CBA) and Xero Limited (ASX: XRO) amongst many others. Show notes & ASX HR ratings: https://www.raskmedia.com.au/2022/02/18/culture-killers-the-asx/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Murray, CFA is the Head of Domestic equities at Australian Ethical. In this conversation, Mike walks us through the investment pillar of Australian Ethical's process. We talk about business models, including repeatability, scaling, gross margins and capital intensity. Then we get a little nerdy and dive into valuation, expected returns and risk management. In this conversation, Mike shares the secrets behind companies like Cochlear Ltd (ASX: COH), Downer Ltd (ASX: DOW), Australian Ethical Investment Ltd (ASX: AEF) (the ASX-listed company) and Fisher & Paykel (ASX: FPH). Basically, if you want to know what makes great companies great investments, this is the episode for you. Before I ask Mike for his best-ever investment, a quick note. Please remember that this episode is part two of our three-part mini series, Ethical Investing in Australia. In part one I spoke with Dr Stuart Palmer, Head of Ethics Research, and we set the scene for this chat with Mike. So if you go thinking "I think I'm missing something?", just go back and listen to Part One first. Part One should be available in your podcast player and I've included a link in the show notes. Here's Mike Murray, Australian Ethical's Head of Domestic Equities, answering my question "what the best investment you've ever made?"... In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Parlmer of Australian Ethical. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Australian Investors Podcast, 7Investing's Dr Anirban Mahanti and Owen Rask tackle today's ASX news and results from Apple Inc (NASDAQ: AAPL), PlaySide Studios Ltd (ASX: PLY), Alphabet Inc (NASDAQ: GOOGL), Commonwealth Bank of Australia (ASX: CBA), Twilio Inc (NYSE: TWLO), Nanosonics Ltd (ASX: NAN), Meta Systems Inc (NASDAQ: FB) and Computershare Ltd (ASX: CPU). Dig into the SHOW NOTES: https://www.raskmedia.com.au/2022/02/12/aapl-ply-goog-cba-twlo-nan-fb-cpu/ Owen's free investing courses: https://education.rask.com.au Get Owen's newsletter: https://www.rask.com.au/free-sign-up Join us on Twitter: Say “g’day” to Owen: Twitter or Instagram Say “howdy!” to Anirban on Twitter Resources Join 7Investing: https://www.7investing.com/subscribe Anirban's Twilio tweet: https://twitter.com/7amahanti/status/1491589875698913280 Join Rask Invest: https://www.rask.com.au/subscriptions Full individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 11th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to part one of our three-part Australian Investors Podcast mini-series on Ethical Investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation. In part one of this mini-series, Ethical Investing in Australia, you're going to hear from Australian Ethical's Dr Stuart Palmer. Stuart walks us through the evolution of ethical investing, the Australian Ethical Charter, the core tenants of the Australian Ethical investing process and how the ethical filter creates a universe of investible companies. Finally, I ask for Stuart's response to owning Westpac Banking Corp (ASX: WBC) and Facebook / Meta Systems Inc (NASDAQ: FB) stock -- then I run 5 ASX companies past him and his ethical filter: - Guzman y Gomez. A private company involved in Mexican fast food). - National Storage REIT (ASX: NSR). A self-storage REIT, offers a dividend. - Tyro Payments (ASX: TYR). A card terminals payments business. - ARB Corporation (ASX: ARB). The 4x4 accessories company. - Aussie Broadband (ASX: ABB). Provides low-cost NBN with good customer service. In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Palmer of Australian Ethical. Resources: Full show notes Learn about the AE Australian Shares High Conviction ETF Ethical Charter - Australian Ethical Mike's LinkedIn Stuart's LinkedIn Owen's ethical investing course DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of February 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta Platforms Inc (NASDAQ: FB) stock price crunched. Amazon.Com Inc (NASDAQ: AMZN) takes flight. Is this end of FANG stocks? Or... Are FANG stocks cheap? Show notes: https://bit.ly/fang22 In this episode of The Australian Investors Podcast analyst Owen Rask and ETF Securities' Kanish Chugh talk about FANG stocks, the FANG+ ETF and make the case for FANG stocks to stave off inflation. Resources: FANG+ ETF holdings GOLD: Owen & Kanish's chat Twitter thread: Facebook's Chess Move on Gaming US stocks mentioned in this Australian Investors Podcast episode include: Meta Platforms Inc (NASDAQ: FB) Alphabet Inc (NASDAQ: GOOGL) Apple Inc (NASDAQ: AAPL) Microsoft Corp (NASDAQ: MSFT) Tesla Inc (NASDAQ: TSLA) Amazon.com Inc (NASDAQ: AMZN) Baidu Inc Alibaba Holding (NYSE: BABA) ETFs discussed in this podcast include: ETF Securities GOLD ETF (ASX: GOLD) ETF Securities FANG ETF (ASX: FANG) Cryptocurrencies mentioned in this podcast: Bitcoin (BTC) ASX shares that get a mention: Redbubble Ltd (ASX: RBL) Cochlear Ltd (ASX: COH) Amcor Ltd (ASX: AMC) Slater & Gordon Ltd (ASX: SGH) The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets. Invest. better. With The Australian Investors Podcast. Subscribe on Apple. When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. Show notes In this episode, Owen and Kanish discuss: The rise of inflation across the world How the GOLD ETF has performed since inflation has become the talk of the town The FANG ETF and why it booted Twitter in favour of Microsoft Owen's four-point checklist for companies to avoid (see below) Microsoft's dominance and the takeover of Activision Blizzard Facebook/Meta Platforms' $300 billion wipe-out and what it means Why Apple & Google have gained at the expense of Facebook/Meta Platforms YouTube's dominance -- it's now bigger than Netflix Inc (NASDAQ: NFLX)! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP discuss how to analyse a fund manager. Using Drew's experience as a financial adviser and Owen's experience interviewing fund managers and time spent being a fund analyst, the duo breaks down what it takes to analyse a fund manager before investing. SHOW NOTES: https://www.raskmedia.com.au/2022/02/02/how-to-analyse-any-fund-manager/ When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. ~~~ Show notes ~~~ In this episode, Owen and Drew cover: Is active funds management worth it, why? How do you measure the effectiveness of a fund? Tracking error is good for passive funds. For example, if a fund or ETF tracks the ASX 200 (ASX: XJO) the tracking error would tell you ‘how well has the fund followed the ASX 200’. For an active fund manager, the active share metric measures ‘how different is the fund’s positions compared to the index’? Obviously, for active fund managers it’s important they are more active and less passive (i.e. less closely matching the index). Low downside capture, higher upside capture. ‘Capture’ refers to how the return of a fund matches the return of the market. For example, if a fund returned 10% when the market went up 20%, the upside capture would be 50% (or 0.5). If the market fell 20% but the fund returned 1% (positive), its downside capture would be very low. Meaning, it doesn’t ‘follow’ the market down — which is a good thing. Correlation. Correlation measures how two investments behave around each other. For example, if there is a correlation of +1.0 between an Australian shares fund and your portfolio, we would say it does not have any risk benefits for the portfolio (because they’re both positively and perfectly correlated — meaning they move in the same direction at the same time). Gold prices can have a low or negative correlation to shares/equities, meaning they can move in opposite directions — so it could help lower the impact of a stock market crash. Sector diversification. Basically, how well are you diversified and how well is the fund or ETF diversified? “Style drift” and understanding why your fund manager has changed their strategy or focus. Do they do what they say and has that changed? Are some parts of a portfolio better reserved for active funds management? This really depends on the underlying index, as that is essentially what you are getting. Fixed income, in this environment, should be active, but if interest rates were at 7 per cent, I — Drew — would be passive all the way. For US equities the S&P 500 is 30 per cent invested in just five companies, so a combination of active and passive is likely warranted, just to gain real diversification into more parts of the market. When you study fund managers, Drew, is it top-down or bottom-up? Usually, we are looking at fund managers for a purpose, so it’s ‘top down’ (e.g. ‘we need some Australian shares for this client’) We think about it in terms of factor exposure, meaning how is the portfolio exposed value, income, size, and momentum (the four quantitative factors). Then, which factors are likely to perform better during the current market and what are we missing? We then go through the due diligence, getting a universe of options, before considering. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP identify ASX investments to watch like a hawk, including Smartpay Holdings Ltd (ASX: SMP), Magellan Financial Group Ltd (ASX: MFG), VanEck MSCI International Quality ETF (ASX: QUAL) and ETF Securities Morningstar Global Technology ETF (ASX: TECH). SHOW NOTES: https://www.raskmedia.com.au/2022/01/29/smp-mfg-qual-tech/ When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. ~~~ Show notes ~~~ In this episode, Owen and Drew talk a good hard look at four investments on the ASX. In other, the duo cover: - VanEck QUAL ETF - Owen would put this as a Core or a Tactical holding - ETFS TECH ETF - Drew think this is a tactical holding - Smartpay Holdings Ltd (ASX: SMP) - Owen likes this a junior payments company growing rapidly - Magellan Financial Group (ASX: MFG) - Drew wonders if it is deep value... or value trap? Get in touch with Owen or Drew: Owen's Twitter: https://www.twitter.com/owenrask Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1 Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: January 25th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP walk you through what it takes to build an inflation-resistant portfolio. In this episode, Owen puts some hard questions to Drew about how he manages diversified portfolios for clients at Wattle Partners. The list of questions and talking points include: How are you dealing with inflation in client portfolios? How has your portfolio positioning changed between 2021 and 2022? Do you get worried by sell-offs, and how do you prepare for that? Instead of bonds, what are three things in your "defensive alternatives" bucket right now? With inflation rising, how can investors get protection? See below. Here are Drew's notes on his answer to question number-five: There is no perfect protection The threat is you put too much capital into one outcome and miss out on the alternatives Rules remain pretty simple Avoid junk, small, micro, non-profitable companies Stick with capital Remain diversified into multiple asset classes Have some hedges like Gold, silver Inflation-linked bonds Floating rate securities For shares: Buy cheaper, but quality companies Invest in companies exposed to key themes that are still occurring, regardless of inflation Get in touch with Owen or Drew: Owen's Twitter - say g'day! Send Drew an email via Wattle Partners Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: January 25nd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopaedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time. Talking points - Which great investor resembles John the most. - Importance of understanding the qualitative factors that drive the financial output and taking a holistic view of the business. - Why companies that can 'fight the fade' are rare and can override a valuation model. Notable mentions include Meta Platforms Inc (NASDAQ: FB), Alphabet Inc (NASDAQ: GOOG) and REA Group Limited (ASX: REA). - Why John believes management and culture are the longest forms of potential competitive advantages. - How John devours so many books and retains knowledge to build his mental models. Book references include Let My People Go Surfing by the founder of Patagonia and Invention: A Life by James Dyson. - How a concept in Nassim Taleb's book, Skin in the Game led to an investment in Australian Ethical Investment. - Lessons about culture and incentive structures from reading Pride in Performance by Les Schwab along with further discussion about Johns Lyng Group. - Why I quickly bought, In Search Of Excellence: Lessons from America's Best-Run Companies by Tom Peters and Robert Waterman after my chat with John. - John shares a personal anecdote to highlight how great businesses find ways to get the best of their employees. - Why John has been devoting more time towards reading everything about technology. - John provides his views on the future of blockchain and cryptocurrency. - The emotional and psychological mindset required to be a great investor. - What John does to overcome biases and he discloses the two biggest ones for him. - John lets us know who has had the most influential impact on him as a person and investor. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded:18th Jan 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

John Garrett is a Portfolio Manager at MA Financial Group Ltd (ASX: MAF) (formerly Moelis Australia) and shares investing wisdom on his website, mastersinvest.com. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with our investing community. John's career in the financial markets has spanned across over nearly 25 years and currently manages three funds at MA Financial Group. His significant experience combined with an insatiable appetite for consuming books along with learning from the greats has helped him build an encyclopedic knowledge of mental models to find great businesses, which can compound at high rates over long periods of time. Talking points 00:00 - How John felt when he heard that Ben Rundle said he was the most influential person in his investing career. 02:40 - John's personal journey as an investor. 05:15 - First decade of John's career in REITs with UBS Investment Bank and the impact of the Asian financial crisis and the tech bubble. We talk about CISCO Systems Inc (NASDAQ: CSC), Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT). 13:00 - John's experience in hedge fund advisory and building live model portfolios for institutional clients. 20:00 - What was going through John's mind during the global financial crisis and how Mark Twain's quote, 'History doesn't repeat itself but it often rhymes' was relevant. John also mentions the book, House of Morgan. 24:55 - John's foray into the buy-side and the investing philosophy of the funds he currently manages at MA Financial Group. John shares some interesting statistics highlighting where the best ASX investing opportunities lie. 34:10 - Why focusing on the destination is important to John when he approaches valuation. John uses Nick Sleep and Walmart Inc (NYSE: WMT) as an example. 38:00 - Using Australian Ethical Investment Ltd (ASX: AEF) as a case study of where the valuation became overstretched. 42:15 - How John works out the risk and reward payoff when assessing investment opportunities, using Johns Lyng Group Ltd (ASX: JLG) as an illustration. 46:30 - What John does to take his mind off investing. 48:40 - The key lessons John gained from studying the great investors. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded:18th Jan 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode originally featured in The Australian Finance Podcast series in April 2021. Co-hosts Kate Campbell and Owen Rask dive into everything ethical investing to celebrate the launch of our new investing course on Rask Education. The pair discuss figuring out your own values, different ethical investing strategies, positive and negative screens to cover, and 5 tips for ESG share investors. Want to keep going? Enrol in our free course. Enrol in our free Ethical Investing 101 course today. At the time of publishing, Owen owns shares of Pushpay (PPH), Salesforce (CRM), and units in the A200 ETF. Kate owns shares of Salesforce (CRM). Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a playback episode. It originally featured on Rask's other podcast series, The Australian Finance Podcast. Co-hosts Kate and Owen provide a review of the Vanguard Diversified High Growth ETF (ASX:VDHG). Kate and Owen cover how VDHG works, how investors might use VDHG in their portfolio and their thoughts on using it long-term. Want to hear more? Free free to pitch a company/ETF to us via our FB Community, Twitter or [email protected] Please note, this episode is not a recommendation from Kate, Owen or the Rask Team. Rask Australia recommends the VDHG ETF within our membership services, however, this could change at any time. Owen has a position in VDHG as of the date of recording. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Get a Rask membership & save $100! Score $100 off our premium ASX & US share research service, Rask Invest! Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 24th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Rundle and his fellow co-founder, George Capozzi initiated the Hayborough Opportunities Fund in March 2021. His role as a Portfolio Manager at NAOS Asset Management for six years along with founding a media business highlighted the importance of return on capital and people when finding high quality businesses. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

The 3 thematics covered by the experts Cybersecurity Anirban's stocks to watch: OKTA Inc (NASDAQ: OKTA) Cloudflare (NYSE: NET) Crowdstrike (NASDAQ: CRWD) Zscaler Inc (NASDAQ: ZS) Resources: (Free) Anirban's Zoom presentation Web3 & Crypto Owen's stocks/ideas to watch: Coinbase Inc (NASDAQ: COIN) BetaShares Cryptocurrency ETF (ASX: CRYP) Ethereum (CRYPTO: ETH) Resources: (Free) MIT Blockchain course Electric vehicles Is Tesla Inc (NASDAQ: TSLA) still a buy? Other EV stocks to watch: NIO, XPENG, RIVN Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

What was answered: How often do markets crash? About once a year, on average, you might expect it to fall/correct 10% (depending on the market) Only 20% of market corrections (i.e. 10% falls) turn into bear markets (see Tony Robbins, Unshakeable) Which stocks are best to buy cheap? High quality growing stocks (or whatever fits your investment checklist) Owen's quick & easy market crash checklist (to get you started) Owen looks for these 5 things when the market falls: Net cash position DBNR (see explainer below) Aligned management Controllable costs (i.e. strong margins) Strong growth prospects over 5-10 years Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

What Peter & Owen talked about You told me that one year you had ~$50 million annual trading volume via CommSec but had just ~$200k balance every night. What type of investing/trading were you doing? Did it work? How much brokerage did you rack up on CommSec? Going back a bit, why did you get into law? In particular, criminal law? What did you specialise in? Why was investing so appealing? Were you investing on the side? How did you convince your other half? Given your diverse background, do you study or follow people in the finance industry? (specifically spivs) Related: has doing 1,000 interviews as a lawyer changed the way you judge people? What skills could investors leverage to better analyse management? What are some red, amber or green flags you look for? When have these worked for or against you? Peter walks us through the fascinating story of Indonesian Apple reseller, Story-I Ltd (ASX: SRY). You started with 300 Capital. What was this and why did you take on friends' money? In 2021 you transitioned to Westferry. Why did you bother to get an AFSL and go down that path? Can you describe why you invest? Specifically, how would you describe your investment philosophy and reason for investing the way you do? Are you a fundamental investor? Do you invest long-term? etc. How do you source new ideas? Stock stories: Australian Family Lawyers (AFL) has been a consistent holding for you, and it's interesting given your background. Are legal businesses really good businesses? Why is that different to Shine (ASX: SHJ) or Slater & Gordon (ASX: SGH)? What key metrics do you track? Pacific Turbine Brisbane (ASX: PTB) is another large holding you've had for some time. Can you dive into the thesis and journey of this company through your research process? Final question: if you could go back and tell a younger Peter one thing about investing, what would it be? Visit the Westferry website: https://westferry.com.au/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 16th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

The 4 stocks & 1 ETF covered in detail include: Owen LaserBond Limited (ASX: LBL) Square/Block Inc (NYSE: SQ) BetaShares Diversified High Growth ETF (ASX: DZZF) Anirban Taskus Inc (NASDAQ: TASK) Global-E Online Ltd (NASDAQ: GLBE) Why on earth would I bother listening to this? The Australian Investors Podcast brings together Australia’s best investors. Weekly episodes by investors, for investors. In this episode, high growth investment experts Owen Rask and Anirban Mahanti break down 4 exciting businesses — 3 of them you’ve probably never heard of. Important disclosure: Owen gives away at least 2 companies he and the Rask analyst team currently recommend to our members. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're worried about high inflation, the impact of interest rates on bond and stock markets, or simply what goes into professional credit investing, this is the episode for you. Talking points Credit analyst v equities analyst Why don’t more investors invest directly in credit? What is duration and why is it important? Brad's overview of fixed income markets Inverted yield curves and why they matter Active versus passive exposure to fixed income Filtering the bond market & how Brad finds bonds to buy Inside Daintree's core & overlay strategy, including duration, spread compression, value adding and more Brad's view on inflation & the impact of consistent inflation on stocks & bonds in 2022 How to build a fixed income portfolio in a high rate environment ESG investing in the bond market Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Johnson, CFA and Owen Rask discuss the definition of valuation, modelling, forecasting, estimating growth rates, terminal values and so much more. Warning: this episode goes in depth on value investing. While we try to make things simple, if you’re confused about the ideas presented here you can take Owen’s free valuation courses on Rask Education to learn more. Topics discussed: What is value investing? What are the key valuation methodologies? Multiples Balance sheet reconstructions IRR DDM DCF - FCFF v FCFE Inside a Discounted cash flow (DCF) analysis Forecasting Terminal growth Discount rates How do you use valuation? Forager Funds website: https://bit.ly/forage-value Free valuation course: https://education.rask.com.au/courses/valuation-course/ Value Investor Program: https://education.rask.com.au/courses/workshop/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Magellan Financial Group Ltd (ASX: MFG) and Alcidion Group Ltd's (ASX: ALC) takeover of Silverlink, a UK-based health software company. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 10th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Johnny Shapiro is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices. My guest for this episode is Johnny Shapiro. Johnny is a Senior Reporter for The Australian Financial Review, Australia’s number-one finance newspaper. OWEN’S TIP: If you can, read this article BEFORE listening: “Inside The Boiler Room That Is Big Un” In recent years, Johnny and his colleagues at AFR have been responsible for reporting on the unravelling of some of our country’s highest-profile corporate collapses. In this episode we talk about Johnny’s career, growing up with a freedom fighter for a grandmother and a gold trading grandfather and how his investigative journalism unravelled an ASX technology company’s darkest secrets. Finally, Johnny concludes with the story of how he missed out on a 60,000 bagger investment return. Timestamps: 0:45: Intro to Johnny 1:30 – Apple’s THREE co-founders 3:45 – Fact, fairytales and Johnny is a function of his grandparents: one a freedom fighter the other a stockbroker 6:45 – Johnny studies finance and ends up at a job at INSTO, networking with institutions 8:00 – NSW councils were buying CDO’s(!) before the GFC 11:30 – How Johnny built his network to know everyone in Aussie debt markets, leaves INSTO to join ANZ… then back to INSTO 13:00 – Staring into “the abyss” in the early days of the GFC 16:30 – some of Johnny’s highlights – Slater & Gordon made Johnny appreciate how difficult it is to cover stories involving management and investors in high-profile collapses 19:30 – Johnny tells an incredible story: How Johnny unravelled Big Un (formerly ASX: BIG) – and it started with GetSwift Following leads The network Copping abuse on social measure 2 smoking guns PPSR searches $12,000 for one social video? 31:30 – “Does this Cost?”. Response: “Hahaha only if you want it to. With our sponsor onboard the filming on the day is all covered.” And where is Big Un today? 37:00 – Could a mum and dad or DIY investor detect this type of poor corporate governance? 40:00 – What is a roll up strategy? How does it go wrong? Also, a big mention of Constellation Software (TSE: CSU). 43:00 – Corporate Travel Management’s Vs. VGI Partners’ 20 “Red Flags” 46:30 – Blue Sky’s denial of “foreign” short seller claims and a conference call – without questions 49:00 – Is short seller reporting unfair? 53:00 – Where is finance journalism headed over the next 10 years? 56:30 – A correlation between negative news and newspaper sales? 59:10 – What Johnny would tell a younger him about money or investing – A 60,000x investment he sold!!!! Further Reading: Johnny’s story on Slater & Gordon Jemima Whyte’s coverage of GetSwift’s Class Action Johnny’s BIG exposure on Big Un: “Inside The Boiler Room That Is Big Un” Johnny & Vesna Poljak’s coverage of Corporate Travel Vs. VGI Johnny & Jemima Whyte’s piece on Roll Ups **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT personal financial advice. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer. In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO), the difference between Australian and US investing, and the biggest bets he didn't take. ~~~ A special note from Owen Rask ~~~ Alongside the original interview with Joe (see below), this is perhaps the most special of all Australian Investors Podcast episodes I have recorded. Joe is the investor I have learnt the most from in my career and the investor I attribute so much of my success. Joe was even the person who suggested I start The Australian Investors Podcast -- here we are, over one million downloads later! If you want to begin to understand why I think Joe is a special person, investor, creative thinker and analyst, you should watch my previous discussion with Joe - his first-ever long-form interview and podcast: https://youtu.be/5uwk2pkMrqQ Listen to this episode of The Australian Investors Podcast if you: - Want to know what it takes to succeed as an investor - How to be a better investor, versus a better analyst - Joe's key insights to learning fast and compounding knowledge - How Lakehouse Capital built its analyst team and a winning culture - Why Joe and his team were able to find companies like Afterpay, Xero and Altium before other investors ~~~ Episode Resources ~~~ You should follow Joe on Twitter: https://twitter.com/Magyer Follow Owen: https://twitter.com/owenrask ~~~ OTHER RESOURCES ~~~ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: https://www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian Investors Podcast this week your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti dive deep into cloud computing and the race to the edge, in particular Cloudflare (NYSE: NET) and Amazon's (NASDAQ: AMZN) AWS. Plus, Owen and Anirban talk EML Payments Ltd (ASX: EML) and the CBI, Tile's takeover by Life360 Inc (ASX: 360) and a CEO exit at Bapcor (ASX: BAP). You can join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing every week. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Owen owns shares of EML Payments and Alphabet. Owen and the Rask Group Pty Ltd do not receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 26th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios. Andre joins Owen Rask on The Australian Investors Podcast to share the building blocks of building quantitative and factor-based models for investing in Australia. In this podcast, Andre covers: The foundations of factor investing Factors that work — and those that don't — in Australia Getting signals on momentum, value and quality factors How to determine which factors should go into your portfolio ESG factors and their efficacy in a portfolio The future of factor investing in Australia This is a slightly more advanced but intriguing episode on quantitative investing and the future of building portfolios. Resources: Learn more about quantitative investing in Invesco's Investor hub Watch the video version on the Rask Australia YouTube page. Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14 November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Australian Investors Podcast offers an update on PlaySide Studios Ltd (ASX: PLY), a company Owen released to AIP listeners in August 2021, and one that he and the Rask team released to Rask Rockets Beyond members earlier this year. In this brief update, Owen covers: 1. PlaySide & why we think it's been successful 2. A reflection of RPMGlobal (ASX: RUL) and similarities with PlaySide 3. Another small-cap for a watchlist position, LaserBond (ASX: LBL) 4. Sale offer to join Rask Rockets Beyond ~~~ JOIN RASK ROCKETS BEYOND ~~~ To join Rask's premium small-cap investor service and save $1,001 (bringing the price down to just $999) follow this link (apply coupon code "laser" to save): https://bit.ly/laser-rask ~~~ What's included? ~~~ 10 small-cap company reports Exclusive CEO/founder interviews Quarterly reports Ongoing coverage Owen's top 3 stocks (every quarter) View the performance of Rask Rockets Beyond here: https://bit.ly/laser-rask Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc., in this podcast. At the time of recording, Owen owns shares of RPM Global, LaserBond and PlaySide Studios. This is a disclosure and not a recommendation. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. PERFORMANCE WARNING: Nothing in this podcast episode should be considered as a forecast, representation or guarantee of future performance. Investing is shares is risky and can result in capital loss. So, remember, past performance may not be a reliable indicator of future performance. Small-cap investing is even riskier, so always consult a licensed and trusted financial professional before acting on the information. The Rask Group, its directors and staff disclaim any liability associated with losses associated with the information included in this podcast. For more information on how we report performance, visit https://www.rask.com.au/performance. Please access The Rask Group's Financial Services Guide (FSG) before acting on the information presented here: https://www.rask.com.au/fsg Date recorded: 18th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car and Altium's (ASX: ALU) AGM update. At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist. Here's a sneak peek at Owen's checklist: Is the business Founder or family-run (ARB, Reece, Okta, PWR, etc. the list of great returning founder-led and family-led businesses goes on.) HR review ratings (my former employer is the Motley Fool, which champions culture, and it was/is obvious this was a core competitive advantage. Use Glassdoor (US) or Seek (Aussie) for reviews.) History of execution (Apple - it's buying back stock, executing, there's not ballooning shares on issue, margins are stable while revenue is growing. Capital position is also a reflection of the practices of former (or current) management.) Growing TAM & rising through an "S-Curve" (The Trade Desk is a good one. Finding these companies means faster-growing revenue in absolute terms, and no need for acquisitions, etc.) Does the business have pricing power? (Xero is a good example. This can be intangibles, customer acquisition, etc.) Talking points (approx timing): @15:00 - Checklist investing @38:00 - Altium's AGM @46:00 - China's slowdown - what does it mean for Australian investors? @52:00 - An EV bubble and Apple's autonomous car Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 19th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Wayne Jones is the Fund Manager and Co-Founder of Ganes Capital Management based in Brisbane. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community. Wayne Jones has managed the Ganes Focused Value Fund since 2002, which invests in high-quality ASX listed businesses for the long term. His experience as a business owner and CPA skills used in acquiring businesses has helped him identify quality long term compounders. In this episode, Raymond Jang & Wayne Jones chat about: @0:90 - Wayne's personal and professional investing journey. @14:30 - How business experience played an important role in Wayne's investing. @20:30 - Investing resources that shaped Wayne's investing philosophy. @28:00 - Contrasting Warren Buffett and Charlie Munger on life and investing. @31:00 - Lessons from falling into a hot investment sector. @33:00 - The Ganes Capital Management investment process. @45:00 - Valuation: why the quality of a business and management team is more important than getting the price right. @47:00 - Case studies: Domino's Pizza Enterprises Ltd. (ASX: DMP) and CEO Don Meij @59:00 - Why Buffett, Munger and a writer were the most influential people in Wayne's investing journey. This is an excellent episode for investors looking to improve both their psychological mindset and technical skills. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

The ETFS Hydrogen ETF (ASX: HGEN) provides investors with exposure to 30 select global hydrogen energy-focused companies, including fuel-cell makers and companies involved in the hydrogen value chain. This podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles HGEN ETF. For more information on the HGEN ETF, access the PDS and learn more about ETF Securities, visit their website: https://bit.ly/etfs-oct21 Join Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: October 13th, 2021 Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life. WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2s Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd's (ASX: PME) valuation and more. Talking points (approx. timing): @5:00 - Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC) @20:00 - Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load. @30:00 - Vertical & horizontal SaaS stocks - how to pick SaaS winners @40:00 - Pro Medicus Ltd (ASX: PME) - buy, hold or sell? @47:00 - Tyro Payments Ltd (ASX: TYR) - down 20%, what's happened? @53:00 - Peloton Interactive (NASDAQ: PTON) - down 30%, why? @60:00 - Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY) @1:04:00 - Pinterest Inc (NYSE: PINS) 3Q21 - what you need to know @1:08:00 - IntelliHR (ASX:IHR) - Claude Walker's take on IHR's capital raise Owen's disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. 7Investing webinar: https://7investing.com/articles/is-zero-trust-the-cybersecurity-framework-for-the-21st-century/ Visit Claude at A Rich Life: https://www.arichlife.com.au Take one of Rask's intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal Group and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast. At Pendal Group, Julia is responsible for investing in Real Estate Investment Trusts (REITs), property developers and property assets. Julia tells us how inflation can impact REITs, why property has held up remarkably well during Covid, and walks us through her checklist. Key talking points: How & why Julia started her career as an analyst in organised crime The investing advice Julia is giving her teenage daughters The key differences between office and retail properties Process: How Julia and her team find REITs to buy Yield: the impact of inflation on bonds & property securities Yield: using REITs as an alternative income source to bonds This is a great episode for investors who are wondering how to deal with inflation, and whether property can provide a tactical tilt away from bonds for income. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 27 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Live on The Australian Investors Podcast this week, your hosts Owen Rask & 7Investing's Dr Anirban Mahanti look at Apple Inc's (NASDAQ: AAPL) 4th quarter report, including the latest in iPhone & Mac sales and the company's supply chain shortages. Anirban & Owen also talk about the ASX's latest short-seller target, Vulcan Energy (ASX: VUL). Vulcan is a company involved in geothermal energy and Jcap research says its projects might not be as profitable as investors think. Finally, we look at Dubber Corp Ltd (ASX: DUB) and what's going on at a2 Milk Company Ltd (ASX: A2M). Dubber released its quarterly reports to the ASX on Friday morning, and is a2 Milk putting itself up for a takeover? @10:00 - Facebook becomes Meta @25:00 - Apple's Quarterly report @35:00 - Dubber 4C financials @40:30 - Amazon’s report & AWS boom @43:30 - $1.6 billion Vulcan gets suspended as Short Sellers target it @49:00 - Alphabet’s (GOOGL) report. @56:00 - A2 Milk. Weird (huge) update Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Disclosure: at the time of publishing Owen owns shares of Facebook, Apple, Dubber & Alphabet. Date recorded: October 29, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Chloe Stokes, CFA is an investment analyst at Forager Funds Management, focused on international companies. Chloe joins Owen Rask on The Australian Investors Podcast to talk about her investment process, how to find an edge as an investor, why valuation is key, the inside of mid-tier M&A deals and more. In this podcast, Chloe tells us: What a typical day in M&A looks like Why DCF valuations are done on every stock the Forager team finds How Chloe builds a thesis and gets a variant perception The 50-page investment process the Forager team use and how analysts check themselves for behavioural biases Chloe's favourite stock and the case for Glassons, a $450m retailer from New Zealand The advice Chloe would give herself is: imagine you have $1 of income. You could save it, spend it or invest it. Only one of them (investing) would mean you could have $10 leftover after 30 years. The power of compounding! Watch the video version on the Rask Australia YouTube page. Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6 October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at Magellan Financial Group Ltd's (ASX: MFG) AGM address, the Tesla Inc (NASDAQ: TSLA) beat on earnings, Netflix Inc (NASDAQ: NFLX) stock price high, SNAP's results and... are interest rates rising? Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 22nd October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Kate Morris is the co-founder and entrepreneur behind one of Australia's largest beauty brands, Adore Beauty Group Ltd (ASX: ABY), a $450 million online company created before most people used the internet. Kate Morris joins Owen Rask on The Australian Investors Podcast to explain how she built a world-class online business, managed Adore's growth, funding and changed the game for many of Australia's beauty consumers. Kate talks about the importance of delighting customers when they open a package, why culture matters, when to move aside and make way for new talent, how the beauty industry works and, perhaps most importantly, why she offers her customers Tim Tams. Kate's new venture, Glow Capital In addition to becoming one of Australia's pioneers of beauty and online, and remaining as Chief Innovation Officer at Adore, Kate Morris has co-founded a new venture called Glow Capital Partners, or Glow Cap for short. Glow Capital is new private equity investment firm seeking to help founders scale-up their operations to reach their full potential. Kate and Owen talk about the pain points for founders, the founder ecosystem and more. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 4 October 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Diving deep into today's ASX news, Owen Rask & 7Investing's Dr Anirban Mahanti look at key ASX news this week, including Bubs Australia Ltd's (ASX: BUB) 40% jump, Netwealth Ltd's (ASX: NWL) 15% increase and why Redbubble Ltd (ASX: RBL) fell 12%. We also look at the US stock market, tech companies and more. Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOP... Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/aust... ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raska... ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 15, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig. This episode is filled with great insights around portfolio construction, investment planning, investment property, retirement strategy, risk profiling, lifestyle goal setting, investment returns and more. The hypothetical couple: Craig & Fiona The fictitious couple Jamie and Drew are working with are: Craig (62). Earning $125,000 per year as an mechanical engineer, PAYG. Super: Craig has $850,000 in super, currently maximising his SG. He has a balanced strategy and pays $5,500 in insurance inside super. Super has returned 6.6% over the past 10 years. Fiona (55). A Business Development Manager for a technology company, earning $110,000, plus $10,000 in bonuses, PAYG. Super: She has $670,000 in super. She has a balanced strategy and pays $3,500 in insurance inside super. Super has returned 5.4% over the past 10 years. Their current situation: They have $100,000 left on their mortgage and the house is worth $880,000. Have two adult-age children, who are self-sufficient. Both believe they are high-risk investors, but Craig is more conservative and keen to replace his income with defensive positions (as much as possible). Fees on their super funds are estimated at 1.2% per year. They have $450,000 in managed funds and shares. They have $300,000 in cash. They estimate they need $80,000 to live comfortably. Craig's super insurance covers him for $190,000 (life & TPD) and his income protection is only $4,000 per month. Fiona's super insurance covers her for $260,000 (life & TPD) and her income protection is only $3,000 per month. Craig & Fiona's goals: Both of them and want to get advice on these things (specifically): plan to retire in 3-5 years They want to be debt-free before retirement. Should they use their cash for this? Craig is thinking of buying an investment property for yield, just before retirement. Need to build an investment portfolio capable of helping them live sustainably, but don't know if their super fees and strategy are right. Want to have cash to feel secure, so they want to maintain a decent buffer. They'd rather be 'hands off' investors and leave it to the experts (funds, ETFs, etc.). Don't need to leave anything to the kids. Here are the questions Drew & Jamie need to answer How does the financial planning process work at Wattle Partners? When you meet with Fiona & Craig, what are 3-5 questions you would ask first? Insurance: What are some factors Craig & Fiona need to consider? (assume they have no material prior medical conditions) Should they drop their insurance? Investment property: Is Craig ok to think of residential property as a source of good yield? What would be an alternative? Investing:What goes into a risk profile? (generally) What are some simple super strategies they could consider to boost their balance? (co-contribution, super guarantee limits, NCCs, etc.) Should they put their super on a platform or go with an SMSF? Should they build a portfolio outside super? ETFs or funds? Learn more about your ad choices. Visit megaphone.fm/adchoices

The ETFS NDIA ETF (ASX: NDIA) provides investors with exposure to the performance of shares of the largest companies listed on the Indian stock market, the Nifty 50, based on market capitalisation. This video, featuring Owen Rask from Rask & Best ETFs, profiles NDIA ETF with Kanish Chugh, part of the ETF Securities team. For more information on the NDIA ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/ndia/ To access the PDS and learn more about ETF Securities, visit their website: https://www.etfsecurities.com.au/?utm_source=RASK Join Owen’s Rask Invest – $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 2nd, 2021 Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

We're going LIVE at 12pm (AEST) Friday for The Australian Investors Podcast, with 7investing's Dr Anirban Mahanti & Rask Founder Owen Rask discussing today's ASX news, including the EML Payments Ltd (ASX: EML) share price fall, Tesla Inc (NASDAQ: TSLA) deliveries, Australian house prices & how to get a job in investing. Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing. @18:00 - Why did Anirban buy Tesla $TSLA stock? @34:00 - Inside EML Payments (ASX:EML) & the CBI fiasco @54:00 - 28% growth in Australian house prices? @58:00 - How do I get a job in the Australian investment industry? **Get notified when we go live, by subscribing to the Rask YouTube channel Say "G'DAY" to Owen: Twitters: https://www.twitter.com/owenrask Instagram: https://www.instagram.com/owenraskau/ Say "Howdy!" to Anirban on Twitter: https://twitter.com/7amahanti/ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ Join 7Investing ($10 OFF!): https://www.7investing.com/subscribe ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest *Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.* **DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 8, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Tania De Jong AM joins Owen Rask on The Australian Investors Podcast to tell us how the power of song and creativity can transform our lives and organisations. In an age of mental health awareness and automation, creativity is becoming a more powerful force in helping us design our lives, teams and how we position ourselves for success. Tania De Jong is the co-founder of Mind Medicine Australia, two other charities and 6 businesses. Tania is also a soprano and professional entertainer. She graduated with a Bachelor of Laws (Honours) from Melbourne University, won a tennis scholarship to the USA (following in her family's footsteps) and was appointed a Member of the Order of Australia in 2008 for her contribution to Arts. Owen and Tania talk about the power of creativity, song, soft skills, automation, mental wellbeing, charity & giving, and modern forms of psychedelic medicine for treating mental health and psychological disorders, such as PTSD and depression. This Australian Investors Podcast may seem totally different to what you've come to expect from the Rask Investors Podcast channel, but it's filled with nuggets of timeless advice and optimism. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: September 21st 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

The ETF Securities ESTX Europe ETF (ASX: ESTX) provides investors with exposure to 50 top European stocks. This video, featuring Owen Rask from Rask & Best ETFs, profiles with ESTX ETF with Kanish Chugh, part of the ETF Securities team. For more information on the ESTX ETF, get a free analyst review on Best ETFs: https://www.bestetfs.com.au/report/etf/estx/ To access the PDS & learn more about ETF Securities, visit their website: https://www.etfsecurities.com.au/?utm_source=RASK Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights. Date recorded: September 2nd, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive head first into Zoom's (NASDAQ: ZM) failed deal with Five9, Zip Co's (ASX: Z1P) partnership with Microsoft Edge and how companies like Xero Limited (ASX: XRO) emerge as massive multibaggers. Watch the LIVE podcast: https://youtu.be/vCXW23b9O2w This is a fantastic episode if you want to learn how to identify growth companies in fast-moving industries, like cybersecurity or cloud-computing. Anirban & Owen share their strategies for identifying these opportunities and provide excellent examples you can add to your watchlist. Companies mentioned in this podcast: Xero Limited (ASX: XRO) Apple Inc (NASDAQ:AAPL) Zoom Inc (NASDAQ: ZM) Five9 Inc (NASDAQ:FIVN) Vulcan Ltd (ASX: VUL) Zip Co Ltd (ASX: Z1P) Audinate Ltd (ASX:AD8), and Blackmores Ltd (ASX: BKL) Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Get Owen's stock research: Join Rask Invest! Got 5 minutes? If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Join 7Investing: https://7investing.com/subscribe?utm_source=RASK Get $10 off 7Investing when you join and use the "Rask" coupon code at checkout. Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 1, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices