Australian Investors Podcast
Dr Andrew Deremith makes BOLD 2025 ASX stock call
Dec 13, 2024
Dive into a friendly stock-picking rivalry as Dr. Andrew Deremith boldly bets on Perpetual while reflecting on last year's losses with Platinum. Hear insights on ethical property investing and strategies for retirement inclusion. The impact of Chinese market trends on consumer behavior is explored. Plus, a light-hearted take on holiday traditions amidst quieter market dynamics, alongside tips for staying informed over Christmas. Get ready for humor and sharp investment strategies!
50:10
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Dr. Andrew Deremith's bold stock pick of Perpetual for 2025 reflects an attempt to recover from previous investment losses against Owen Rask's Magellan.
- The discussion emphasizes the need for balanced investment strategies in retirement planning, combining both income and growth elements to mitigate risks.
Deep dives
Understanding GARP Investment Strategy
GARP, meaning growth at a reasonable price, combines the benefits of both growth and value investing, providing a balanced approach for investors. This strategy is exemplified by Globalex's GARP ETF, which aims to identify quality companies that are trading at fair prices. Investors are encouraged to consider GARP as it allows them to capture upside potential without overpaying, making it an appealing option in today's market. By focusing on fundamentally sound companies, GARP helps to mitigate the risks typically associated with purely growth-oriented strategies.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
