Australian Investors Podcast Is Endeavour (ASX:EDV) a dog? Oracle - buy, hold or sell?
Sep 12, 2025
Dive into the valuation debate of Endeavour Group: is it really a bargain or just a bust? Explore Oracle's staggering $455 billion AI backlog and its potential underestimated value. Discover what Australia’s largest super funds are investing in and what they're steering clear of. The hosts also share insights on stock evaluation, contrasting the performance of local giants against international counterparts, while emphasizing the evolving landscape of consumer preferences in alcohol retail.
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Future Fund's Return Driver Was Listed Equity
- The Future Fund leans heavily into private markets yet gained returns mainly by increasing listed equity exposure.
- Large sovereign-style funds face scale-driven limits that push them toward big illiquid assets.
Check Super Choices Carefully
- Review your superannuation choices and PDS before switching funds or options.
- Consider industry funds for accumulators but check fees, insurance and retirement-phase suitability first.
Oracle's Massive AI Backlog
- Oracle has a huge AI-related backlog with $455 billion in remaining performance obligations driving massive cloud demand.
- That creates a circular flow where Oracle buys chips, builds cloud capacity, then rents it to AI firms and hyperscalers.