Kelly Partners, interest rates, Tesla’s value & Drew’s spicy take on Platinum
In this week’s episode, Owen and Drew dive into the Kelly Partners share placement drama, explain what’s really driving interest rate expectations globally, and run a hands-on valuation for Tesla using TIKR. Plus, they review Platinum Asset Management’s merger news, discuss energy software company RPMGlobal, and give a light-hearted update on their fantasy portfolios.
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Show Notes
In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– Kelly Partners’ controversial share placement without disclosure
– Interest rate expectations in Australia, the US and Europe
– A hands-on Tesla valuation (with a lot of laughs)
– Platinum Asset Management’s surprise merger
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Chapters (approximate)
00:00 Introduction
00:56 Kelly Partners: Buy, Hold, Sell?
02:52 Share Placement Without Shareholder Approval
07:18 Interest Rate Decision
11:28 Fake Porfolio Updates
19:07 Buffett's 3 Biggest Shareholdings
21:55 Crypto: Buy, Hold, Sell?
27:22 Origin Energy, Octopus & Kraken
31:36 Australian Office Leases
39:43 Platinum & L1 Binding Merger Terms
41:45 Rapid Fire: Buy, Hold, Sell?
48:00 MCGG Down 15%
53:05 Where To Invest My Money Short Term?
54:19 Low-Cost SMSFs: What’s the Catch?
59:49 Equity Mates Acquired
01:01:09 Drew's Dad Joke
Topics Covered
– Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means
– Where interest rates are heading globally & the RBA’s next moves
– Tesla valuation: is 100x PE crazy or justified for Elon’s empire?
– Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate?
– Bonus: Origin, Energy One & Drew’s real estate incentive breakdown
Resources for This Episode
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
– Instagram: @rask.invest
– TikTok: @rask.invest
Disclaimer
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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