Australian Investors Podcast

This episode of The Australian Investors Podcast features Charlie Aitken, founder of Aitken Investment Management (AIM Funds).AIM is a global equities fund manager investing in high quality stocks from the USA and abroad.In this episode, Owen Rask & Charlie Aitken talk about: Charlie's big lessons learned from his father and running a fund Why shorting is hard and why Charlie dropped it to be long-only How Charlie has built a strong analyst team The big risks facing investors looking to Chinese stocks like Tencent & Alibaba (BABA) 2 global stocks to watch: Nike Inc (NYSE: NKE) and HEICO Corp (NYSE: HEI) This is a great episode for investors looking for an easy-listening discussion about high quality investing, shorting and those second-guessing their positions in China.Resources: AIM Funds website Email Charlie: CA@aimfunds.com.au View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: September 8th, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Learn more about your ad choices. Visit megaphone.fm/adchoices

ASX share market investing meets NASDAQ & NYSE stock investing in a collision of analyst share market insight with Rask’s founder Owen Raszkiewicz and 7Investing’s Dr Anirban Mahanti going live for The Australian Investors Podcast.Livesteam: https://youtu.be/l0SmJp3B-kwTopics discussed: 6 stock picking factors to use Apple’s product launches & the power of scale Chinese equities Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.Anirban’s BABA article: https://7investing.com/articles/the-china-tech-crackdown-is-it-a-buying-opportunity/Get notified when we go live, by subscribing to the Rask YouTube channel:https://www.youtube.com/channel/UCvOP...If you like the show, say g’day to me (Owen) on Twitter or Insta:Twitter: https://www.twitter.com/owenraskInstagram: https://www.instagram.com/owenraskau/...Say g’day to Anirban: https://twitter.com/7amahanti/Join 7investing and get $7 off for the first month - A “RASK” special Get $10 off when you join 7Investing (use coupon code “RASK”): http://bit.ly/rask-7investingIf you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.****Join Owen’s Rask Invest - A $100 off Owen’s ASX research for Investors Podcast listeners*****Get $100 OFF a full 6 months of Owen and the Rask analyst team’s ASX research (use coupon code “investpod”), join Rask Invest:https://bit.ly/aip-discount](https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”.Information Warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website, www.rask.com.au/fsg, to learn more about us, what we offer and our podcasts.Date of recording: September 17th, 2021.Disclosure: at the time of writing Owen, or any of the guests, appearing on the show may have a financial interest in the companies or products mentioned. Never act on the information presented in this video. Always consider the risks, read the PDS (for funds or ETFs) and speak to a licensed financial adviser before acting. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Australian Investors Podcast features Andrew Schwartz, founder of Qualitas.Qualitas is a specialist private debt investment firm and property financier.How do the Qualitas funds work?Qualitas allows large-scale developers, investors and property-focused institutions get financing for their projects. For example, a 65% LVR loan for two years maturity.Qualitas then attracts investors, who contribute capital either into the wholesale funds or its listed trust (QRI), seeking reliable income in the form of distributions. The investors, like those who buy into QRI, benefit from the regular interest payments being 'passed through' the funds back to them.In this way, Qualitas' QRI isn't the type of managed fund that would be expected to achieve substantial year-on-year growth, but more-so an investment for income purposes. The Qualitas Real Estate Income Fund (ASX: QRI) is a retail-friendly version of its unlisted funds (which are wholesale investor only). QRI allows people with an ASX brokerage account to buy into a Listed Investment Trust (LIT) backed by these mortgages. QRI is designed to pay dividends every month.In this episode, Owen Rask & Andrew Schwartz talk about: Andrew's lessons learned from the '87 crash, early '90s recession & the GFC The ins-and-outs of alternative property lending in Australia, and why the opportunity is substantial How private debt funds work and why property developers choose Qualitas for their banking needs The ways Andrew and his team ensure they are lending to respected and reliable borrowers (i.e. risk reduction) The difference between mezzanine and senior debt inside the 'CRE capital stack' This is a great episode for investors looking to learn about property and alternative sources of income in a portfolio.Resources: Learn more about the Qualitas Real Estate Income Fund (ASX: QRI) Andrew's website: https://www.qualitas.com.au/ View more episodes & access Owen’s research: https://bit.ly/raskresearch Join Owen’s Rask Invest – A $100 off Rask’s ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: September 8th, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Andrew is the founder of Qualitas. The Rask Group Pty Ltd received a fixed fee, set in advance, for Qualitas to appear on this episode of the podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti share 5 of their favourite ASX & global stock reports, plus answer a listener question on a2 Milk Company Ltd (ASX: A2M). The 5 stocks covered in detail include: Redbubble Ltd (ASX: RBL) CrowdStrike (NASDAQ: CRWD) Salesforce.com (NYSE: CRM) MongoDB (NASDAQ: MDB) EML Payments (ASX: EML) Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinanceJoin 7Investing: https://7investing.com/subscribe?utm_source=RASKIf you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.Join 7investing and get $7 off for the first month - A “RASK” special*If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investingJoin Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.Date of recording: September 8th, 2021Disclosure: at the time of writing Owen owns shares of Apple, EML Payments, Salesforce & Redbubble. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is another special episode of The Australian Investors Podcast, featuring Kate Campbell and Owen Rask interview psychologist, Dr Daniel Crosby.The trio discuss the ways your emotions can impact your financial decisions and the reasons why more people don't achieve their investment goals.Daniel is a psychologist, podcast host, author, academic and behavioural finance expert who helps us understand the intersection our mind and the financial decisions we make.Plus, Daniel shares plenty of great resources throughout the show, so be sure to check out the show notes to dive in deeper!Episode transcript now available via the show notes page.Score $100 off our premium ASX & US share research service, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti offer a primer and coverage of ASX & global stock reports, plus listener questions, including: Altium Ltd (ASX: ALU) Zoom Inc (NASDAQ: ZM) Jumbo Interactive Ltd (ASX: JIN) & how to calculate its free cash flow CrowdStrike (NASDAQ: CRWD) Pointerra Ltd (ASX: 3DP) StoneCo Ltd (NASDAQ: STNE) Unity Inc (NYSE: U) Special update: This week, Owen shares his screen to make a $2,500 donation to The Life You Can Save, the charity research organisation founded by Professor Peter Singer, a former guest on the Australian Investors Podcast.DONATE NOTE: http://thelifeyoucansave.org/Watch the video on the Rask Australia YouTube page: https://www.youtube.com/c/RaskFinanceAnirban's free report: https://7investing.com/free-special-report/Join 7Investing: https://7investing.com/subscribe?utm_source=RASKIf you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.Join 7investing and get $7 off for the first month - A “RASK” special*If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investingJoin Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.Date of recording: August 26th, 2021Disclosure: at the time of writing Owen owns shares of Apple, Altium & Alphabet/Google. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this very special Australian Investors Podcast Owen (& Kate) talk to Morgan Housel, author of The Psychology of Money and partner at Collaborative Fund.Morgan Housel is a brilliant investment and personal finance writer. In Owen's opinion, he's one of — if not 'the' — world's best investment writer. So, naturally, we were stoked when we found Morgan's interview with Kate and Owen in our archives and discovered it was actually recorded in the full video!Originally recorded in February 2021, this podcast with Morgan Housel is well worth the replay. And his book, The Psychology of Money, is a game-changing resource for anyone new to investing and money.“Money has many ironies. Here’s an important one: Wealth is what you don’t see.” - Morgan Housel, The Psychology of MoneyWhat we talk to Morgan Housel about:Kate and Owen chat to Morgan about his reflections on writing and reading widely, the important behaviours we should work on to improve our odds of financial success and the most powerful thing money can do for you.Owen also asks Morgan for the tips and tricks that make his writing so relatable for every audience.Get the full show notes: https://www.rask.com.au/2021/02/08/ep-92-morgan-housel-interview-the-psychology-of-money/Recorded: February 2021Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti conduct a rapid-fire of ASX & global stock reports, including: Nitro Software (ASX: NTO) -- Anirban - report score: B+ WiseTech (ASX: WTC) — Owen - report score: B+ Snowflake Inc (NYSE: SNOW) -- Anirban - report score: A Salesforce.com (NYSE: CRM) -- Owen & Anirban? - report score: A FineOS (ASX: FCL) -- Anirban - report score: B+ Afterpay Ltd (ASX: APT) — Owen - report score: B+ Bigtincan (ASX: BTH) -- Anirban -- acquisition award: Merit Award Nanosonics (ASX: NAN) — Owen -- report score: A Owen shares his screen in today's podcast, and takes you through a live Discounted Cash Flow (DCF) on air!~~~ Get Anirban's free report: https://7investing.com/free-special-report/ ~~~Rask Australia YouTube: https://www.youtube.com/c/RaskFinanceIf you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.Join 7investing and get $7 off for the first month - A “RASK” special*If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investingJoin Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.Date of recording: August 26th, 2021Disclosure: at the time of writing Owen owns shares of Apple and Okta. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast Owen Rask talks with Danielle Ecuyer, author of the popular investing books Shareplicity.Dani is a former research analyst turn private investor, parent and two-time author of Shareplicity. In this podcast, Dani and Owen cover: Dani's story in the 80s and 90s stockbroking community of Sydney, London and Asia Dani's best ever investment (as well as her worst) Why some companies stand the test of time Dani's checklist for investing in growth companies The future of ETF investing, and The advice she is giving her son Learn more about your ad choices. Visit megaphone.fm/adchoices

On The Australian Investors Podcast, watch or listen along as analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti dive into ASX reports from Redbubble Ltd (ASX: RBL), CSL Limited (ASX: CSL), Pro Medicus Ltd (ASX: PME), Netwealth Ltd (ASX: NWL) and Nearmap Ltd (ASX: NEA).Owen & Anirban also share two stocks for your watchlist, AVA Global Ltd (ASX: AVA) and Upstart Inc (NASDARask Australia YouTube: https://www.youtube.com/c/RaskFinanceIf you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes.Join 7investing and get $7 off for the first month - A “RASK” special*If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investingJoin Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.Date of recording: August 19th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices