In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss:
– Endeavour Group (ASX:EDV): is it a buy, sell or hold?
– Oracle’s explosive AI growth and $455 billion in RPOs
– What Australia’s biggest super funds are buying — and avoiding
– How to value great businesses like Westfarmers, JB Hi-Fi, and Soul Patts
If you love learning about investing, super, stock research and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Topics Covered
– Oracle’s massive $455 billion AI backlog and why the stock could be underappreciated
– Endeavour Group’s valuation: cheap for a reason? Pokies, pubs, and no tech stack
– Australia’s biggest super funds — why some balances are lower than you'd think
– Stock picking, valuation gaps, and long-term business quality
Resources for This Episode
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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.
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