Chanticleer Big super's charmed run, hacking Qantas & Domino's goes cold
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Jul 4, 2025 Dive into Australia's financial landscape as the hosts explore the rise of superannuation funds and the impact of a recent Qantas cyber attack on data security. The turmoil at Domino's Pizza is dissected, revealing challenges with leadership changes and plummeting share prices. They also touch on the potential for recovery amidst fierce competition and economic insights, including the effects of interest rate cuts. Finally, the discussion highlights NVIDIA's earnings, drawing parallels with mining booms and emphasizing strategic investment timing.
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Peter Pulyic's Startup Journey
- Peter Pulyic emigrated from Croatia and built a billion-dollar business in over-50s villages.
- He innovated better construction methods after seeing poor quality housing next door to his caravan park.
Equities Drive Super Returns
- Strong super returns last financial year were mainly driven by equities, especially US and Australian shares.
- Super funds show clustered performance due to benchmarking and regulation, with minor but meaningful outperformance.
AusSuper's Strategic Rotation
- AusSuper focused its investments on a narrow group of high-performing tech stocks and Commonwealth Bank.
- They are now reducing bank exposure and rotating into miners to manage risk and volatility.