Australian Investors Podcast

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about: – Symal (SYL): a newly listed boring business in the best way – Emeco (EHL): discounted to NTA and a potential takeover target – HMC Capital (HMC): 3 big issues, but plenty of hidden value – Qoria (QOR): cyber safety stock with overlooked tailwinds If you love learning about ASX small caps with big upside, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Symal (SYL): recent IPO, trading at 10x earnings vs peers on 15–20x – Emeco (EHL): capital returns ahead? Insiders buying? – HMC Capital (HMC): unloved, but a real asset management business – Qoria (QOR): overlooked leader in cyber safety software Resources for This Episode 📄 Get more insights from Luke & Ben: – Seneca Financial Solutions – Good Research (for DIY investors) Show partner resources -Visit TermPlus to learn more Rask Resources 🔗 Explore all Rask services 📋 Get Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question – just select the Investors Podcast 📲 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. #SmallCaps #ASX #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this discussion, investment pros Luke Laretive and Ben Richards from Seneca Financial Solutions dive into some intriguing ASX stocks. They spotlight REA Group's resilience amidst competition and its pricing power for growth. The duo highlights WiseTech Global's governance issues juxtaposed with its long-term value. They also explore NexGen Energy’s promising uranium assets that could attract acquisition interest and dissect South32, deemed unloved yet featuring solid potential as base metal prices fluctuate.

In this Australian Investors Podcast episode - your finale of the 2 Sense series for 2025 - your host Owen Rask is joined by Dr Andrew Deremith (AKA Drew Meredith) to: - Review 2025 - the year that was… filled with AI - Settle 2 BIG bets made on the show - Name their best stocks of 2025 - Name 1 stock pick for 2026 - Provide an overview of ways to profit from AI - Provide a teaser about the Rask 2026 stock market game… If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for This Episode Get more insights from Rask: Rask newsletter (Owen's deep dives, every Sunday) Rask Core (our stock & ETF research) Ask a question (select the Investors podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! 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. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Jessica Tan, Principal of Fixed Income Indices at S&P Dow Jones Indices, shares her unique insights on fixed income markets. She breaks down how she builds indices using a bento box analogy to convey the balance of data quality and pricing sources. Jessica highlights the key differences between global markets, particularly in Australia versus the U.S., and discusses the challenges of index building. She also offers life wisdom about seizing opportunities and diversifying skills, making this conversation both insightful and inspiring.

In this riveting discussion, Peter Phan, Portfolio Manager and founder of Castlereagh Equity, shares his journey from card counting to investing. He explores the significance of mental models and multidisciplinary thinking in stock analysis. Peter delves into fascinating case studies like United Overseas Australia and Data#3, emphasizing valuation and management honesty. He passionately debates the efficiency of markets and the role of personal ethics in investing. Plus, he offers insightful advice on indexing, forecasting, and mentorship.

Gary Hui, portfolio manager at Geometrica Fund, shares insights from his deep research approach in investing. He argues that narratives often mislead investors, illustrating his point with the case of A2 Milk, where he utilized WeChat data and quantitative methods to identify short opportunities. Gary also critiques the misattribution of ResMed's challenges to market dynamics instead of inventory issues. He emphasizes the importance of alternative data, careful analysis, and rejecting conventional wisdom in seeking asymmetric investment targets.

Inflation has surged to 3.8%, sparking debate on whether the RBA will raise interest rates soon. Owen and Drew examine Collins Foods' impressive profit outlook against Metcash's revenue struggles. They also tackle whether retirees should focus on alpha chasing or prioritize downside protection. Drew shares his exciting experience with a Tesla, while they explore the future of AI data centers and the energy challenges they face. A thorough discussion of REITs and the feasibility of geared funds adds to the financial insights.

Judy Anderson-Firth, CEO of Euphemia, leads a family office focused on investing in fintech, climate tech, and women-led startups. She shares insights on how Euphemia utilizes a 'network-powered' approach to enhance diversity in startup funding. Judy discusses the importance of due diligence and the red flags that investors should watch for. She emphasizes that backing women-led teams is not just ethical but also a smart investment strategy. Listeners gain valuable lessons on supporting diverse founders and the dynamics of venture capital.

In this discussion with Jason Ye, Director at S&P Dow Jones Indices, listeners explore the intricate world of index construction, including the S&P 500 and ASX 200. Jason shares his journey into factor-based investing and the appeal of dividend indices in Australia. He delves into how ETFs leverage these indices and the crucial role of index governance. AI's future in indexing and the significance of quantitative skills for aspiring professionals are also highlighted, making this a must-listen for investment enthusiasts.

Discover how Alphabet might outshine NVIDIA in the AI race by manufacturing its own custom chips! The hosts dive into Alphabet's vertical integration strategy and discuss its potential to dominate AI economics. Tune in to their analysis of the recent ASX meltdown, which wiped out $40 billion, and hear investment strategies in turbulent times. They also explore the mechanics of bond ETFs, comparing active and passive options while breaking down debt structures. Is it time to reconsider your bond investments? Find out!