Our Best Investments Ever | 2-Sense with Owen & Drew
Owen Rask and Drew Meredith share their most successful investments ever on this week's 2 Sense episode. They break down Pro Medicus (ASX:PME), The Trade Desk (NASDAQ:TTD), and Palo Alto Networks (NASDAQ:PANW), and explore what made them standout winners, how they held on, and the key takeaways for long-term investors.
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Show Notes
On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss:
- Their best investments ever and what they learned
- Why US tech (like TTD & PANW) has outperformed Aussie small caps
- How Pro Medicus (ASX:PME) became a 30-bagger
- The importance of position sizing, patience & letting winners run
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Topics Covered
– What Drew and Owen learned from their best-ever investments
– Why Pro Medicus (ASX:PME) is still in Owen's portfolio
– The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD)
– How ETFs helped outperform direct stock picks
– The power of currency and global diversification
– Portfolio rebalancing, patience & long-term compounding
– What listeners can take away from 10+ year compounders
Resources for This Episode
📄 ETFs Mentioned in 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 Investor Podcast – https://bit.ly/R-quest
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- 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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