Australian Investors Podcast Best Business Models & ASX + US Companies We'd Buy | 2-Sense with Owen & Drew
On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss:
- The best business models in the world and why they work
- Why Pinnacle (ASX:PNI) stands out in Aussie funds management
- Apple & Microsoft: the power of platforms and ecosystems
- Which ASX and US companies Owen and Drew would buy and hold forever
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Topics Covered
– What makes a great business model: scalability, margins, customer stickiness
– Why funds management used to be unbeatable (and what’s changed)
– Pinnacle Investment Management (ASX:PNI) and the affiliate model explained
– Apple’s ecosystem and Microsoft’s B2B dominance
– The most profitable sectors by net margins
– Which one ASX and one US company Owen & Drew would buy
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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.
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