Australian Investors Podcast Three ASX shares for exciting growth: ResMed, GenTrack & Pinnacle
6 snips
Jul 26, 2025 Ryan Newman, Director of Research at The Motley Fool Australia, shares his insights on growth investing. He discusses his methods for identifying standout companies, shedding light on ResMed's leadership in sleep health and how GenTrack is innovating in utility software. Newman also explains how Pinnacle Investment structures its boutique funds for optimal returns. The conversation emphasizes the importance of thorough research and patience in navigating the stock market, providing listeners with valuable strategies for long-term investing success.
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Watering Weeds Not Flowers
- Ryan Newman shares his big investing mistake involving Coden and Corporate Travel Management shares.
- He sold strong shares to buy weaker ones during a downturn, which he now regrets.
Patience Rewarded with WiseTech
- Ryan Newman recounts how he held WiseTech shares through a major short report and price drop.
- Patience and sticking to his investment thesis led to substantial gains over years.
Use Annual Reports Wisely
- Use annual reports and company presentations as primary tools to understand businesses deeply.
- Maintain a skeptical view about management's positive spin and review reports over several years.