Australian Investors Podcast

On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti conduct a rapid-fire of ASX & global stock reports, including: Nitro Software (ASX: NTO) -- Anirban - report score: B+ WiseTech (ASX: WTC) — Owen - report score: B+ Snowflake Inc (NYSE: SNOW) -- Anirban - report score: A Salesforce.com (NYSE: CRM) -- Owen & Anirban? - report score: A FineOS (ASX: FCL) -- Anirban - report score: B+ Afterpay Ltd (ASX: APT) — Owen - report score: B+ Bigtincan (ASX: BTH) -- Anirban -- acquisition award: Merit Award Nanosonics (ASX: NAN) — Owen -- report score: A Owen shares his screen in today's podcast, and takes you through a live Discounted Cash Flow (DCF) on air! ~~~ Get Anirban's free report: https://7investing.com/free-special-report/ ~~~ Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. 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. Date of recording: August 26th, 2021 Disclosure: at the time of writing Owen owns shares of Apple and Okta. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast Owen Rask talks with Danielle Ecuyer, author of the popular investing books Shareplicity. Dani is a former research analyst turn private investor, parent and two-time author of Shareplicity. In this podcast, Dani and Owen cover: Dani's story in the 80s and 90s stockbroking community of Sydney, London and Asia Dani's best ever investment (as well as her worst) Why some companies stand the test of time Dani's checklist for investing in growth companies The future of ETF investing, and The advice she is giving her son Learn more about your ad choices. Visit megaphone.fm/adchoices

On The Australian Investors Podcast, watch or listen along as analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive into ASX reports from Redbubble Ltd (ASX: RBL), CSL Limited (ASX: CSL), Pro Medicus Ltd (ASX: PME), Netwealth Ltd (ASX: NWL) and Nearmap Ltd (ASX: NEA). Owen & Anirban also share two stocks for your watchlist, AVA Global Ltd (ASX: AVA) and Upstart Inc (NASDA Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. 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. Date of recording: August 19th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page. Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy. Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close. It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor. However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter. In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios. We talk about Scott’s true passions, his lessons learned and more. I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia. In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page. Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy. Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close. It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor. However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter. In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios. We talk about Scott’s true passions, his lessons learned and more. I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia. ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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: July 14th, 2021 Motley Fool website: https://www.fool.com.au Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz may own shares in some of the companies mentioned. Please refer to the Fool.com website for a full list of Scott's disclosures. 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 The Australian Investors Podcast, watch or listen along as 7Investing's Dr Anirban Mahanti takes a look at ELMO Software Ltd (ASX:ELO) and Owen Rask walks you through Commonwealth Bank of Australia's (ASX: CBA) annual report. Plus, Cloudflare (NYSE: NET) versus Fastly (NASDAQ: FSLY) - who's winning? How analysts ready themselves for ASX reporting season, and 10 personal finance hacks. Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. 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. Date of recording: August 11th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Australian Investors Podcast lifts the lid on one ASX small-cap company Owen recommended as part of the Rask Rockets Beyond program. In this episode, Owen shares the following: ~ A story on why he invests the way he does ~ An offer to join Rask Rockets Beyond, in the next five days, for $500 off the regular price: https://bit.ly/play-rask ~ An interview with a talented ASX-listed small-cap CEO ** JOIN RASK ROCKETS BEYOND ** Click this link to join Beyond: https://bit.ly/play-rask Special notes The interview with this CEO/Founder was first recorded in June, 2021, with former Rask Analyst Kevin Fung and Owen Rask. It was then shared exclusively with Rask Rockets Beyond members in June, 2021. The introductory section, in which Owen's references past performance, returns and our Rockets programs, was recorded on August 10th, 2021. Any performance cited should be considered hypothetical, and may not be representative of future performance. You can find the public track record of Rask Rockets Apollo, including our performance methodology on the www.rask.com.au website. At the time of recording, Owen does not have a financial interest in the company profiled. However, his personal shareholding and Rask Australia's recommendation/rating could change at any time, subject to our Transparency, Disclosure & Code of Ethics rulebook. General Financial Advice warning The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask dissect Square's (NYSE: SQ) takeover of Afterpay Ltd (ASX: APT)... and question the valuation. Owen then provides an overview of Volpara Health Technologies Ltd's (ASX: VHT) latest batch of results, including its calculation of ARR and the push into genetics testing. The duo get geeky with their Apple Health app and question where this exciting market goes next. Anirban shares one money hack that will help you save and better managed your money. Finally, Owen goes over PEXA Ltd's (ASX: PXA) IPO and its UK conveyancing opportunity. Is it as big as PEXA says? To finish, Anirban pitches a US stock idea he already owns. If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners* To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. 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

You’re about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I’d suggest you watch this podcast. It’s available on YouTube as a full video. Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia. In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat. Even if you’re not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person. Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They’re also three people who have appeared on this podcast, most of them more than once. I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children? There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you’ll enjoy it. ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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: July 14th, 2021 Resources: Motley Fool website: https://www.fool.com.au Founder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontent Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures. 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

This bonus episode of The Australian Investors Podcast features Kanish Chugh, of ETF Securities. Kanish talks with Owen about the use of inverse and leveraged ETFs, such as LNAS & SNAS. The duo discuss the risks, opportunities, and when to use these types of products. Please note: the two investors do a good job of explaining some of the risks but always be mindful that using leveraged or inverse ETFs can be extremely risky. Always read an ETF's Product Disclosure Statement (PDS) before investing. To learn more about ETF Securities' ETFs, follow this link: https://bit.ly/fundsETFS View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of LNAS & SNAS ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities, the sponsor of this podcast series. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

On The Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, including: Tesla Inc (NASDAQ: TSLA) and its monster operating leverage Apple Inc (NASDAQ: AAPL) and its massive iPhone growth Microsoft Inc's (NASDAQ: MSFT) blistering quarter, driven by cloud Alphabet Inc (NASDAQ: GOOGL) has a huge quarter, driven by Search & YouTube The investors also talk about the latest ASX news, including Dubber Ltd's (ASX: DUB) $110 million capital raising, CommSec charging negative rates on Euros, and Temple & Webster's (ASX: TPW) excellent report. Finally, the gentlemen ask: are the COVID numbers as bad as last time? And should investors be worried? If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and get $7 off for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. Recorded: Wednesday, July 28th, 2021 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

In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation: Focus on companies with pricing power Find businesses with cost efficiencies & advantages Ensure the company has optionality and strength embedded on its balance sheet In this episode, Stephen, Delian and I talk about the following companies: Costco Wholesale Corporation (NASDAQ:: COST) Graco Inc. (NYSE: GGG) Moody's Corporation (NYSE: MCO) Accenture Plc (NYSE: ACN) L'Oreal SA (EPA: OR) ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. Show notes: Stephen's pitch on Accenture Plc - Investors Podcast episode Aoris - view the full portfolio Recorded: June 25, 2021 Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask talk Altium Ltd's (ASX: ALU) botched takeover proposal from Autodesk Inc (NASDAQ: ADSK), Netflix Inc's (NASDAQ: NFLX) quarterly report, Bezo's Blue Origin hits space. The investors also talk about what to make of COVID Delta numbers and, of course, they offer two growth stocks to watch: Okta Inc (NASDAQ: OKTA), and AVA Risk Group (ASX: AVA) If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and get $7 off for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. Recorded: Wednesday, July 21st, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal, Alphabet, Altium and Apple. Owen owns shares of PayPal, Altium, Alphabet, Altium & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. 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

In this episode of The Australian Investors Podcast I chat with Adam Bronts, director of business development at Castlerock. Castlerock is a funds management business specialising in property, in particular office properties that are leased to government tenants. Castlerock has just completed the purchase of a new property in Ipswich and is conducting a capital raising, which provided an opportunity for me to talk to Adam. We cover a lot of new ground for investors, but especially those investors who are interested in understanding how properties are valued and what professionals look for in large scale deals. It’s also a great episode for investors seeking alternative sources of income in a low rate environment. I hope you enjoy this episode of The Australian Investors Podcast featuring Adam Bronts. WANT TO LEARN MORE ABOUT AUSLINK PROPERTY TRUST? You can follow this link to learn more about Adam's Auslink Property Trust 2 fund, access the PDS and consider the risks: https://bit.ly/castle21 ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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: July 1st, 2021 Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Adam is a director of Castlerock. The Rask Group Pty Ltd received a fixed fee, set in advance, for Adam to appear on this episode of the 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

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about the latest in Buy Now, Pay Later (BNPL), including Apple Inc (NASDAQ: AAPL), PayPal Inc (NASDAQ: PYPL) and Afterpay (ASX: APT). Then Owen makes a bet with Anirban over which ASX company will receive a takeover offer first: Treasury Wine Estates (ASX: TWE) or A2 Milk Company Ltd (ASX: A2M). The duo also talks about emerging markets payments, the space race and more. Recorded: Wednesday, July 14th, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal & Apple. Owen owns shares of PayPal & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing and SAVE on the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. 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

This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short. In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued US companies with defensive business models. Owen and Damon discuss: What are MOATs? How we measure a business moat Where are wide-moat companies found? Valuations & moats MOAT versus traditional quality or multi-factor modelling Portfolio construction & why companies get booted from the MOAT ETF Learn more on Best ETFs: https://www.bestetfs.com.au/report/etf/moat/ Get in contact with Damon: https://www.vaneck.com.au/etf/equity/moat/snapshot/?utm_source=RASK ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. Recorded: July 2nd, 2021 More episodes & Owen's research: https://bit.ly/raskresearch Disclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck -- the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview. INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest-profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers. Owen & Anirban also talk interest rates and mortgages, including why they locked in rates on their home loans. Finally, the investors dive into 3 company/stock ideas for your watchlist: Paycom Software (NYSE: PAYC), Laserbond (ASX: LBL) and Cleanspace (ASX: CSX). Recorded: Thursday, July 8th, 2021 Disclosure: at the time of recording, Rask Australia has recommended shares of Altium and Laserbond. Owen owns shares of Altium. Anirban owns shares of Paycom. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures. ~~~ LOVE IT OR HATE IT? ~~~ If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. ***Join 7investing for just $7 for the first month - A “RASK” special*** If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount 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. 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

In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR). Chances are, you know L'Oreal SA from the television, billboards, salon, shopping centres (or even in your bathroom at home). Stephen makes his strong case for why this 100+ year-old company is still packed with market-beating potential. Show notes: Aoris - view the full portfolio Recorded: June 25, 2021 More episodes & Owen's research: https://bit.ly/raskresearch INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian Investors Podcast has a new co-host, Dr. Anirban Mahanti of 7Investing! Anirban and I -- Owen here -- decided to come together and host a weekly chat about markets, stock ideas, strategies and more. Going forward, all Australian Investors Podcast listeners will get: Long-form interview with a specialist: fund manager, analyst, CEO, or other experts A laid-back conversation with Anirban and myself If you like the new format, say g'day on Twitter (@owenrask). Join 7investing for just $7 for the first month - A “RASK” special If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask 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

In the episode of The Australian Investors Podcast investor and series host, Owen Rask, talks with Aoris' Delian Entchev about what seems to be a boring 'tractor' company called Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring. Delian explains, in clear language, the opportunity in front of investors with Tractor Supply, the USA's largest retail store for hobby farmers and enthusiasts. Tractor supply is 10x larger than its nearest competitor yet is still growing thanks to some savvy management and an intense focus on customers and culture. Show notes: Aoris - view the full portfolio Recorded: June 25, 2021 More episodes & Owen's research: https://bit.ly/raskresearch INFORMATION WARNING Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the global healthcare and biotechnology thematic, including the ETF Securities' CURE ETF (ASX: CURE) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. It's just a short episode from Rask to see us into the new financial year before we step it up a gear. To learn more about the CURE ETF, follow this link: https://bit.ly/cure-aip View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of CURE ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund. Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology. Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters. The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation. Topics covered: @14min - The Chinese market opportunity and consumption story @20min - How is the China opportunity different to the North American opportunity? @29min Meituan - the Uber of China? @38min Taiwan Semi (TSMC) @48min Longi Green Energy View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: June 15th, 2021 INFORMATION WARNING Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector. This chat is designed to be easy listening and help you get some ideas on your watchlist. To learn more about the ROBO ETF, follow this link: http://bit.ly/aip-robo View more episodes: https://bit.ly/Australian-Investors-Podcast Episode recorded: May 26th, 2021 INFORMATION WARNING Please note: ETF Securities is the issuer of ROBO ETF, and guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Altium; Kanish works for ETF Securities. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property. *** ENROL NOW: http://bit.ly/prop-aip *** Chris Bates is an extremely experienced mortgage broker, based out of Sydney, and Amy Lunardi is one of Australia’s highly sought after Buyers Agents/Advocates, based out of Melbourne. This episode is special because it came as a result of Chris, Amy and myself (Owen Rask) working tirelessly to help thousands of Aussies (and Kiwis!) understand how to buy and invest in property. These two property heavyweights helped me and the Rask team publish the Rask Property 101 course, available for FREE(!) on Rask Education. The course is FREE and insightful, a bit of fun and comes with heaps of free resources: 100% free Fully online with quizzes 15+ HD/4K video tutorials 6 PDF workbooks and downloads *** ENROL NOW: http://bit.ly/prop-aip *** Is the Rask Property course not for you? Share the following link with a friend or family member. Property COURSE: http://bit.ly/prop-aip Special note from Owen: This course could save you, or a loved one, tens or even hundreds of thousands of dollars by avoiding buying a lemon, getting a crap mortgage, getting sucked in by dodgy estate agents and so much more. I imagine that buying 1 bad property (especially property #1) could set an investor’s wealth creation goals back a decade! CONTACT AMY: https://bit.ly/lunardiprop CONTACT CHRIS: https://bit.ly/wealthful-prop Thanks for supporting Rask to help the world invest, better. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA. Simon is the co-founder of Monash Investors. Simon’s aim is to use an absolute return strategy to generate double-digit returns from Australian ASX shares/equities. In our chat, Simon tells us how he and his team find compelling ASX stocks to buy, the common causes of mispricing for investors to exploit, why catalysts are important, and so on. I hope you enjoy this conversation with Simon Shields from Monash Investors. Like the pod? Say g'day to me on Twitter: https://www.twitter.com/owenrask *** FULL SHOW NOTES: https://bit.ly/aipod2021 *** 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

In this Australian Investors Podcast, Simon Erickson from 7investing walks us through his journey, including his process for investing in high growth companies/stocks, innovative technology companies and the future of emerging industries like personalised medicine and machine learning inference. Simon Erickson’s backstory is different to most professional investors. He studied chemical engineering, then worked in sales, then technology ventures and spent many years at The Motley Fool, finding high growth companies. Not too long ago Simon started 7investing, a unique platform offering market-beating investing insights and stock reports to investors eager to buy tomorrow’s most innovative companies, today. Simon has surrounded himself with a first-class team of technologists and investors at 7investing, including Dr Anirban Mahanti, who has appeared on The Australian Investors Podcast once before. I — Owen — was so thrilled to know Simon would be joining me on The Australian Investors Podcast, all the way from Houston, Texas; to share his insights on: How he finds innovative companies If his engineering background offers him unique insights into modern technologies How he builds a team, and what he looks for in the management teams he invests alongside 2 industries he is very excited to invest in right now Join 7investing for just $7 for the first month - A “RASK” special If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing If you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenrask 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

Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing. Talking points: Why Tobias would want Warren Buffett on speed dial (over any other investor) Tobias backstory, including growing up in outback Australia How Tobias morphed a legal career into value investing How to find and short companies in financial distress (including frauds) Why Tobias believes stable + wide gross margins are a great predictor for the quality factor The Magic Formula versus Acquirer's Multiple Why value factors outperform quality and growth The importance of dissecting cash versus profit Why frauds can remain profitable longer than you can stay solvent (as a short seller) The #1 piece of investing advice Tobias would give himself FULL SHOW NOTES Owen's resources: Owen's full analyst training & view memberships ($100 off listener discount) The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement. Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss: How risk profiles inform your framework Strategic Asset Allocation (SAA) Tactical Asset Allocation (TAA) Investment Policy Statements (IPS) Rules for hedging, rebalancing and administration This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on. Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps. With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match! Companies discussed in this podcast include: Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT). Interview recorded: Thursday April 1st, 2021. At the time of publishing, Owen owned shares of Pro Medicus & Xero. Say g’day to Owen, Mark & Andrew: Owen’s Twitter Mark’s Twitter Andrew’s Twitter Join Owen’s Rask Invest Coffee MicroCaps newsletter Strawman website FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies. ABOUT THIS EPISODE This episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning. Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success. Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance. In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing. He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor. In this conversation we talk about some simple (and less than simple) strategies to identify management teams with talent and integrity, in particular small-cap companies on the ASX. Strategies discussed includes: Management communication Assessing incentives of key people What skin in the game?! Good horses versus good jockeys Management teams with technical skills Using management signals confirm business fundamentals Claude says, “actions can confirm what you thought was happening in the numbers” Spotting and interpreting management accounting tricks We also talk about PR agencies and the problem with incentives in today’s era of investment news and regulation. Be careful where you get your financial “news”. Companies discussed: @43:00 - OneView Health (ASX: ONE) and the recent (and a little concerning) agreement with the S3 Consortium. Neither Owen nor Claude have any interest in this company (long or short). We just found this agreement very bizarre. Pro Medicus Ltd (ASX: PME) MyDeal (ASX: MYD) Nanosonics Ltd (ASX: NAN) Commonwealth Bank (ASX: CBA) (in passing) Okta Inc (NASDAQ: OKTA) Corum Group (ASX: COO) Urbanise.com (ASX: UBN) Monash Health (ASX: MVF) Keep up to date with Claude’s work at A Rich Life: A Rich Life website Owen’s prior episode with Claude Say g’day on Twitter: Owen Rask Claude Walker At the time of writing, Owen Raszkiewicz owns shares of Okta and Pro Medicus. Recorded Wednesday Wednesday, March 17th. FULL SHOW NOTES: https://bit.ly/2PRUgMV Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter. This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file. It took place remotely, so the audio file is a little rough. Consider wearing your headphones. You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours. In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL). @60 minutes - how Peter invests In the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation. At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating. I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity. Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL) Resources: Join Rask Invest - Click here The Value Investor Program (online) The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories. Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021. ASX shares profiled in this podcast include: @2:45 Seek Limited (ASX: SEK) @6:30 Envirosuite Ltd (ASX: EVS) @13:30 a2 Milk Company Ltd (ASX: A2M) @19:30 RPMGlobal Ltd (ASX: RUL) @24:30 Wesfarmers Ltd (ASX: WES) @29:30 EML Payments Ltd (ASX: EML) @33:00 Macquarie Group Ltd (ASX: MQG) @36:30 Pinterest Inc (NYSE: PINS) Resources: Join Rask Invest and see what Owen is buying - Click here Get in touch with Drew - click here to email Drew Disclosure: at the time of writing, Owen owns shares of Pinterest, EML Payments and RPMGlobal. The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Anirban Mahanti is an Investment Advisor at 7Investing, and formerly the Director of Research at The Motley Fool Australia. Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand. During the first 30 minutes or so of this conversation, we talk about Anirban’s backstory before diving into the really juicy stuff, like the competitive advantage afforded to investors with a tech or engineering background, the flow of innovation through research and how that intertwines with investing, how Anirban values stocks, builds a portfolio and more. Then we end with some rapid-fire investor and technology-focused questions, such as: The emerging technologies Anirban is most excited about The most overrated innovative company (hint: it’s from Australia) Why Apple has staying power The most innovative companies and what defines them, including Apple and Tesla And, of course, we conclude with Anirban’s three pieces of advice to his younger self. Some companies mentioned in the podcast include: Tesla, Apple, Google/Alphabet, Audinate, IBM, CSL and a few others in passing. FULL SHOW NOTES: https://bit.ly/2PRUgMV Visit 7investing: https://7investing.com/ Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper. This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching small, micro and nano cap stocks on the ASX. A few of my — Owen here — key takeaways include Luke’s use of automated and semi-automated (and free) tools to track company recruiting on Seek.com.au or Indeed, sales managers on LinkedIn, and how (and why) to do your own thorough channel checking. Luke also shares: The steps he took to rapidly up-skill his knowledge of finance and investing in small cap shares How to get an insider or management to share the important data points with you (the investor) need to know Why it’s vital to build a network of good investors (even if you don’t know them) The importance of asking “dumb” questions to other small-cap investors Techniques for interviewing management, including being prepared for first contact Get in touch with Luke: Strawman profile Oracle IM - Luke’s fund Twitter account Other resources: Strawman - get a free account Shareidea.com.au Disclosure: At the time of publishing, Owen owns shares of RPMGlobal. Rask Australia recommends shares of Laserbond, XRF Scientific and RPMGlobal. Please see Luke’s website(s) for his disclosure. DISCLAIMER: This video 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

Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG. Timestamps: @3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture. @13:30: the case for gold & ETF Securities' GOLD ETF - Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019. @29:30: the TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage. All episode show notes: http://bit.ly/Australian-Investors-Podcast | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

What is an ethical investment? And what do investors (or your clients) want to be invested in? The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP. In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max is responsible for covering ETFs and helping our team build and design model portfolios for our premium membership services. || TAKE THE SURVEY (AND SEE THE RESULTS): https://forms.gle/d1rFWpBz5hNut2Li8 || All episode show notes: http://bit.ly/Australian-Investors-Podcast | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have on the show given his contributions to the world. He has pioneered the idea of effective giving and shares the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism. This episode comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing. Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book | SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice Learn more about your ad choices. Visit megaphone.fm/adchoices

Al Bentley is the Founder of Simply Wall St, Australia's leading FinTech business. In this Australian Investors Podcast episode, Al Bentley takes Owen through why and how he and the team built the Simply Wall St business from scratch — to 2.5 million users. Join Simply Wall St – for a discount! SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Sam Hupert joins Owen Raszkiewicz on The Australian Investors Podcast to talk about the business he started with Anthony Hall, Pro Medicus Ltd (ASX: PME), back in 1984. Owen and Sam talk about starting a technology business before personal computers, the groundswell in medical imaging, the future of medical imaging, capital allocation, incentives, culture and more Dr Hupert is a doctor, a long-serving public company executive, one of the wealthiest people in the country, and so much more. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Luke Trickett is the founder and investor behind Blue Stamp Company, one of Australia's best kept investment funds. Luke Trickett talks to Owen Raszkiewicz about principles for life, investment process, time horizons and the future of capitalism. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lindsay Partridge joins Owen Raszkiewicz on The Australian Investors Podcast to talk investing, capital allocation, leadership versus management, culture and more. Lindsay is one of Australia's longest-serving public company CEOs, an AO recipient, Ceramics Engineer and country boy at heart. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Australian Investors Podcast, we're talking Catapult Group International Ltd (ASX: CAT). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies. Andrew joins Owen Raszkiewicz on this week's episode of The Australian Investors Podcast to talk about Strawman and sporting software technology company Catapult Group International Ltd. Please enjoy this episode of The Australian Investors Podcast with Andrew Page, private investor. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: http://bit.ly/YouTube-Rask | Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | Get in touch with us at [email protected] or on Instagram @raskaustralia | DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian Investors Podcast is about to get lots better. Better episodes. Bigger (and smaller) guests. More often. You'll get weekly updates, transcripts (coming soon) and my full investor workbook for every interview episode. In the next few weeks, you will be able to learn to invest better with me. Going forward, all of the episode Workbooks (incl. the books, resources and material I used to research guests/topics) will be available inside your free Rask Australia account: Click here to get your free account. Or paste this URL into your browser: www.rask.com.au/free-sign-up Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Australian Investors Podcast, we're talking Pointerra Ltd (ASX: 3DP). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies. Andrew joins Owen Raszkiewicz on The Australian Investors Podcast to talk about Strawman and the small technology company lots of private investors are talking about: Pointerra. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Moriarty is a private investor, podcast host, author, wealth coach and former political adviser. He also has an incredible wealth of knowledge of economic theory and policy, which is why he was the ideal guest for covering an emerging but important topic called Modern Monetary Theory or MMT. *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. SHOW NOTES: http://bit.ly/Stephen-Moriarty-Pod | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode: Chris Judd is a former professional AFL football player turned private investor and podcast host. In this episode of The Australian Investors Podcast, Owen Raszkiewicz talks to Chris about: His early days, lessons learned and buying his first stock at age 16 How and why he continued to invest while competing in the AFL at the highest level The transition to becoming a full-time private investor post his sporting career Risk versus volatility, why volatility shouldn't matter to a private investor How Chris constructs his all weather portfolio using the simple principles and the ideas of a soccer team (high growth companies as strikers/forwards, defenders include gold mining companies and currency trades) Modern Monetary Theory (MMT) and the case for inflation, deflation and everything in between SHOW NOTES: http://bit.ly/ChrisJudd-Pod | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Arnold of Aoris Asset Management joins Owen Rask for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates Inc (NASDAQ: JHKY), the global IT consulting business. SHOW NOTES: https://bit.ly/Jack-Henry | Watch the video version: https://bit.ly/Rask-YouTube | Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies. The conversation goes to places we haven't covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management. SHOW NOTES: http://bit.ly/CameronBrownjohn- | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aoris Asset Management's Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business. SHOW NOTES: https://bit.ly/Stock-Pitch-Accenture | Watch the video version: https://bit.ly/Rask-YouTube | Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing | The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices