Kelly Partners, interest rates, Tesla’s value & Drew’s spicy take on Platinum

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

– Kelly Partners’ controversial share placement without disclosure

– Interest rate expectations in Australia, the US and Europe

– A hands-on Tesla valuation (with a lot of laughs)

– Platinum Asset Management’s surprise merger

If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Chapters (approximate)

00:00 Introduction

00:56 Kelly Partners: Buy, Hold, Sell?

02:52 Share Placement Without Shareholder Approval

07:18 Interest Rate Decision

11:28 Fake Porfolio Updates

19:07 Buffett's 3 Biggest Shareholdings

21:55 Crypto: Buy, Hold, Sell?

27:22 Origin Energy, Octopus & Kraken

31:36 Australian Office Leases

39:43 Platinum & L1 Binding Merger Terms

41:45 Rapid Fire: Buy, Hold, Sell?

48:00 MCGG Down 15%

53:05 Where To Invest My Money Short Term?

54:19 Low-Cost SMSFs: What’s the Catch?

59:49 Equity Mates Acquired

01:01:09 Drew's Dad Joke

Topics Covered

– Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means

– Where interest rates are heading globally & the RBA’s next moves

– Tesla valuation: is 100x PE crazy or justified for Elon’s empire?

– Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate?

– Bonus: Origin, Energy One & Drew’s real estate incentive breakdown

Resources for 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 Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

– 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.

#Investing #Finance #AustralianInvestorsPodcast

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