Australian Investors Podcast

Rask
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Jun 10, 2022 • 57min

💰 Dividend income, diversification & growth alts. | Passive Income [1/5]

Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more.Topics:Topics covered in Part 1 include: Balancing capital growth versus dividend income How tax works on: Blue-chip shares Managed funds ETFs Superannuation Investment property Historical returns (over various timeframes) Australian equities - 9-10% per year, half from income Australian property - 9-10% per year, ~2% from income Bonds - currently yielding 3.5%, up below 1% a year ago Diversified portfolios - 7-10% in the past is now 4-6% Strategic Asset Allocation (SAA) and diversifying your portfolio Sniff test: Direct stocks LICs REITs Residential property Commercial Crypto Managed funds ETFs Drew's "growth alternatives" bucket Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 9th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 8, 2022 • 38min

Top 5 Australian Shares ETFs: VAS, A200, MVW & more

Which ETF is the best Australian shares ETF? Is it Vanguard Australian Shares ETF (ASX: VAS), VanEck Equal Weight Australian Shares ETF (ASX: MVW) or maybe even iShares S&P/ASX 200 Core ETF (ASX: IOZ)?Drew Meredith, CFP is a financial planner and Director of Wattle Partners financial planning in Melbourne. Drew joins Owen Rask to talk about the most popular ETFs for Australian shares, including: BetaShares Australia A200 ETF (ASX: A200) Vanguard Australian Shares ETF (ASX: VAS) SPDR S&P/ASX 200 ETF (ASX: STW) VanEck Equal Weight Australian Shares ETF (ASX: MVW) iShares S&P/ASX 200 Core ETF (ASX: IOZ) To learn more about these ETFs please visit: Best ETFs Australia Drew's website: Wattle Partners Financial Planning Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 6th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 3, 2022 • 38min

Capital allocation with Storm McGrath, CEO of Kip McGrath Education Centres (ASX:KME)

Kip McGrath Education was started by Storm's father, Kip, from a garage in 1976.Over the years, KME has gone through many challenges and changes to become the global education provider it is today.In this episode of the Australian Investors Podcast, Storm McGrath and Owen Rask talk about: KME's origin story Why a fixed fee model doesn't work for franchise businesses The market for tutoring young children and why math & English are the core pillars of learning KME's push for company-owned and online tutoring Storm's desire to acquire Tutorfly and move the business into the USA and a new target demographic How KME and Storm think about capital allocation Why now is the most exciting time ever for tutors Resources: Owen Rask on Twitter Kip McGrath website Watch the video version on the Rask Australia YouTube page.Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesTake Owen's Value Investor Program today (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates/Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to:Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIPFree 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIPIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.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/fsgDisclosure: at the time of recording and publish, Owen owns shares of Kip McGrath. This is a disclosure and not a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 1, 2022 • 27min

🏠 The end game for property investors | Property Investor series ft. Chris Bates [5/5]

When you've spent a lifetime building up your property portfolio, how do you retire?When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield?In the final episode [5/5] of Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio.The investors discuss: How should you transition from a property heavy portfolio Should you shift your residential property portfolio to shares or commercial property? When should you put a property retirement plan in place? Can a property portfolio be a source of income in retirement? Is it bad to have a mortgage or investment loan in retirement? How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 27, 2022 • 30min

🏋️ Investment checklists | Free investment checklist downloads [10/10]

I firmly believe that being good at long-term investing is as much about 'the artful' as it is about 'the science'. However, too much of one and not enough of the other can lead you astray.For example, if you believe the best way to invest is to take 5 stock valuation ratios and buy the shares, you will be rudely surprised. Conversely, if you disregard profitability or management's capital allocation, your portfolio will probably become the graveyard of empty promises.Stepping backward for a moment, if we also consider that investing is also a deeply personal endeavour, we then have to appreciate behaviour plays a very big role in our outcomes. Since every human being is fallible, even Warren Buffett or Elon Musk, using some type of scientific rule to keep us on track is important.For me, using an investment checklist that allows me to filter companies, track my results and improve over time is paramount. I use a 5-point investment checklist (which is included as a PDF in the show notes) to remind me that I'm looking for companies I understand, with competitive advantages, good management, some growth -- and a reasonable valuation.When it comes to individual companies, I use another checklist. The full checklist includes 40-50 different points, targeting these 5 areas. We built the checklist using our experience in finding good companies and also from our failures. The checklist helps us score companies across every one of our 5 areas, while also spotting for errors.In the show notes, I have included a small snippet of the checklist. This snippet only shows one part of the checklist, on a company's product, and gives you an illustration of what we do. I cover the full checklist, using examples like ARB Corp (ASX: ARB), Xero Limited (ASX: XRO) or Magellan Financial Group (ASX: MFG), in our Value Investor Program.Access the Value Investor Program and use the coupon code "bootcamp" to save $100 on the joining fee for the full curriculum!Thanks for taking part in our 10-part Investor Bootcamp! Please reach out to me if you have any questions and please leave me a 5-star review on Apple Podcasts. It makes a huge difference in helping people find us.Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 25, 2022 • 37min

🏚 How to build a property portfolio (and why you should be careful!) | Property Investor series ft. Chris Bates [4/5]

Welcome to the fourth episode in Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.In this podcast, Chris Bates and Owen Rask talk about the weaknesses and issues involved in building a big portfolio of properties.This is part 4 of 5 of our property investing mini-series.In episode four, Chris Bates and Owen Rask detail why owning multiple investment properties, over just a couple, can be a problem. The investors discuss: You need high incomes Building equity smart is essential You'll need trusted advisers: brokers, accountants, advisers & advocates Buying in quality areas is a must There's a need to constantly/carefully manage debt loads throughout the cycle Chris also talks at length about interest-only (IO) versus principal & interest (P&I), which property to sell first in case of emergency and why people use SMSFs.Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 20, 2022 • 51min

🏋️ Luke Winchester's 5 reasons to follow ASX small caps & 3 questions for every CEO

🏋️ Click here to download Owen's free Investor Bootcamp training manualIn this Investor Bootcamp episode on The Australian Investors Podcast, Owen and Luke dive into the exciting and often volatile yet fascinating segment of small company investing. After that, Owen and Luke talk about the importance of assessing management teams.Owen asked Luke to prepare his 5 favourite reasons why small company investing is compelling and the 3 questions he always asks management. Here's what Luke Winchester said:Luke's 5 reasons to look at small caps: Less coverage from analysts and media commentary Simpler business models, usually only one product/service and geography Companies are usually underearning, so classic valuation metrics (P/E, DCF) don't work well, forcing you to think deeper about business and valuation There is a bigger variance in outcomes, which means analysis can add more value (when correct!) It's easier to access management, as most small-cap CEO's are happy to chat about their business even with small retail shareholders. Luke Winchester's key questions for management are: Who are your competitors and why would customers choose them? What are the biggest challenges facing the business over the next year or two? How are you judging your performance internally and how can I track that externally? Resources: Luke's first appearance on The Australian Investors Podcast Visit Merewether Capital Follow Luke on Twitter Follow Owen on Twitter Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)➜ Get free and premium online investing coursesAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 17th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 19, 2022 • 32min

🏚 How to invest in your 1st property (start here) | Property Investor series ft. Chris Bates

Investing in property for the first time? Want to know how to get started investing in property in Melbourne, Sydney, Brisbane, Perth or Adelaide?Welcome to the third Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 3 of 5 of our property investing mini-series.In episode three, Chris Bates and Owen Rask discuss property investing for the first time, including:1. What is a quality property investment?2. Why it's dangerous to invest in too many properties at once3. Why property investors should focus on growth over income4. The lifestyle benefits of owning just one or two quality properties5. Why buy and hold quality assets worksResources:Owen Rask on Twitter - https://twitter.com/owenraskWealthful website - https://bit.ly/property-seriesWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 18, 2022 • 54min

Retired at 33, election promises, start-ups & teaching your kids about money, ft. Pete Wargent

Pete Wargent is one of Australia's leading experts on property investing, wealth creation, financial education and independence, and the economy. He has authored multiple books, and regularly presents at conferences or on television.Most recently, Pete Wargent has gone back into business with his co-founder Doron Peleg to start a property platform known as BuyersBuyers.BuyersBuyers connects you with top Buyer's Agents from around Australia at more affordable rates than the industry.In this podcast, Pete talks us through the idea of the company, what problem they're solving and how the business is coming together. I want to call out that Pete and Doron are currently undertaking a capital raising, so if you're interested in learning more, please reach out to him via the links in the show notes.Resources: Message Pete on Twitter or LinkedIn Buyerbuyers website Book: Wealth Ways for the Young Pete's first podcast with Owen Owen's Twitter Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 18th May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 13, 2022 • 31min

🏋️ Fantastic moats (and where to find them)

In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into competitive advantages, otherwise known as "moats".Topics covered include: What is a moat? Morningstar's 5 moat ratings: Network effects Efficient scale Intangible assets Cost advantage Switching costs Where wide, narrow and no moat companies are found How moats are measured (ROIC - WACC) Why the airline industry sucks... capital away from investors How dominant wide-moat companies like Microsoft or Xero can grow more powerful as they grow Some of companies mentioned include: Xero Limited (ASX: XRO) Microsoft Corp (NASDAQ: MSFT) Qantas Airways (ASX: QAN) Virgin Airways Flight Centre Travel Management Ltd (ASX: FLT) Woolworths Ltd (ASX: WOW) Coles Group (ASX: COL) APA Group (pipeline operator) Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystResources: Please see the investor bootcamp for images & graphics Book: Gorilla Game: Investing in High Techonology Books from Porter: Competitive Strategy (1980), Competitive Advantage (1985) and Harvard Business Review’s 10 Must Reads – On Strategy David Gardner Snap Test Owen's Value Investor Program Which tools are your favourite? Let us know:Owen’s Twitter: https://twitter.com/owenraskWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 13th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

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