In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss:
– RPMGlobal takeover talk and why the market moved
– WiseTech’s growth and Owen’s $10k ASX top-10 bet
– Reporting season: Woolworths vs Wesfarmers, Qantas’ profit and debt
– Investor mindsets: recency bias, options, private credit and practical ETF liquidity
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Topics Covered
– RPMGlobal (ASX:RUL): trading halt, takeover rumours and what the software really does for miners
– WiseTech (ASX:WTC): growth runway, valuation vs earnings power and the ASX top-10 wager
– Reporting season: Woolworths’ dividend cut, Wesfarmers’ mix, healthcare laggards, Qantas’ record profit and debt path
– Final thoughts & how to learn more: distributions vs dividends, options’ hidden costs, private credit risks, bullion as a hedge, ETF liquidity and market makers
Chapters (approximate)
(00:00) Introduction
(01:48) Market Trends and High Frequency Trading Signals
(03:54) Company Performance and Takeover Rumors
(06:08) Investing Strategies and Market Corrections
(08:25) Behavioral Finance and Investor Confidence
(10:39) Long-term Market Returns and Expectations
(11:46) Recent Company Earnings Reports
(18:33) Sector Performance and Investment Opportunities
(24:25) Qantas and Airline Industry Insights
(27:42) Air Travel Anecdotes and Market Insights
(29:26) Qantas Financial Performance and Debt Management
(32:40) Understanding Dividend Yields vs. Distribution Yields
(34:41) Nvidia's Earnings Report and Market Reactions
(37:28) The Complexity of Options Trading
(40:16) The Humility Curve in Investing
(42:29) Private Credit: Risks and Opportunities
(44:53) Rapid Fire Stock Recommendations
(47:51) Audience Questions and Engagement
(53:40) Drew's Dad Joke
Resources for This Episode
– Visit TermPlus to learn more
Rask Resources
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📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest
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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
#Investing #Finance #AustralianInvestorsPodcast
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