Australian Investors Podcast
Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor
Oct 2, 2024
Angus Donohoo, an investor and analyst from Intelligent Investor, shares insights drawn from his unique experiences. He discusses lessons learned from investment guru Kerr Neilson, focusing on position sizing and risk diversification. The conversation takes a fun turn as they compare dating apps to pokies, delving into their monetization strategies. Finally, they explore the competitive landscape between AI giants Microsoft and NVIDIA, highlighting potential future challenges in the tech sector.
56:26
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Quick takeaways
- Angus Donohoo compares dating apps to pokies, emphasizing how they monetize user engagement through subscriptions and enhanced visibility features.
- He discusses valuable lessons learned from Kerr Neilson, particularly the importance of position sizing and diversification in investment strategies.
Deep dives
Investing in Australian Banks through ETFs
The GlobalX Australian Bank Credit Exchange Traded Fund (ETF) provides a compelling alternative for generating returns from Australian banks, beyond conventional stock investments. This fund consolidates different types of fixed-income securities from major Aussie banks, aiming to deliver an attractive yield while promoting portfolio diversification. It targets a reliable monthly income stream, making it particularly appealing for income-focused investors. With a management cost of just 25 basis points, this ETF offers an accessible option for those seeking consistent returns from the banking sector.
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