Australian Investors Podcast

Rask
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Aug 18, 2021 • 1h 19min

Scott Phillips | Investing in brand

In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page.Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy.Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close.It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor.However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter.In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios.We talk about Scott’s true passions, his lessons learned and more.I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia.In this episode, I’m joined by Scott Phillips. You may know Scott as the Chief Investment Officer for The Motley Fool Australia. This podcast was recorded in both audio and video form, so you can watch it on the Rask YouTube page.Scott is one of Australia’s leading voices on investing, but also personal finances and shareholder advocacy.Closer to home, Scott has been instrumental in my development. During my time with The Motley Fool Australia I was privileged to be mentored by Scott and see him develop his own craft up close.It might seem odd for me, and Scott, to do a podcast together given he runs the Motley Fool Money podcast, which sits in iTunes alongside some of Rask’s shows. And because The Motley Fool is a competitor.However, I think Scott’s generosity and willingness to come on the program shows his true character. An honest, humble, straight shooter.In this episode, we talk about Scott’s journey to becoming an investor. His passion started early. He would request annual reports in the mail and crunch his own ratios.We talk about Scott’s true passions, his lessons learned and more.I hope you enjoy this episode with Scott Phillps, Chief Investment Officer of The Motley Fool Australia.***Join 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.Date recorded: July 14th, 2021Motley Fool website: https://www.fool.com.auDisclosure & Disclaimer: at the time of recording, Owen Raszkiewicz may own shares in some of the companies mentioned. Please refer to the Fool.com website for a full list of Scott's disclosures.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
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Aug 13, 2021 • 1h 6min

Is ELMO (ASX:ELO) dirt cheap? Watch Owen analyse CBA's report, FSLY v. NET + 10 money hacks

On The Australian Investors Podcast, watch or listen along as 7Investing's Dr Anirban Mahanti takes a look at ELMO Software Ltd (ASX:ELO) and Owen Rask walks you through Commonwealth Bank of Australia's (ASX: CBA) annual report.Plus, Cloudflare (NYSE: NET) versus Fastly (NASDAQ: FSLY) - who's winning? How analysts ready themselves for ASX reporting season, and 10 personal finance hacks.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.To be clear: Rask Australia (our business), nor me (Owen), receive nothing 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 listenersTo 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 11th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 11, 2021 • 55min

Revealed: 1 Rask Rocket ASX small-cap

This episode of The Australian Investors Podcast lifts the lid on one ASX small-cap company Owen recommended as part of the Rask Rockets Beyond program.In this episode, Owen shares the following:~ A story on why he invests the way he does~ An offer to join Rask Rockets Beyond, in the next five days, for $500 off the regular price: https://bit.ly/play-rask~ An interview with a talented ASX-listed small-cap CEO** JOIN RASK ROCKETS BEYOND **Click this link to join Beyond: https://bit.ly/play-raskSpecial notesThe interview with this CEO/Founder was first recorded in June, 2021, with former Rask Analyst Kevin Fung and Owen Rask. It was then shared exclusively with Rask Rockets Beyond members in June, 2021.The introductory section, in which Owen's references past performance, returns and our Rockets programs, was recorded on August 10th, 2021. Any performance cited should be considered hypothetical, and may not be representative of future performance. You can find the public track record of Rask Rockets Apollo, including our performance methodology on the www.rask.com.au website. At the time of recording, Owen does not have a financial interest in the company profiled. However, his personal shareholding and Rask Australia's recommendation/rating could change at any time, subject to our Transparency, Disclosure & Code of Ethics rulebook.General Financial Advice warningThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 6, 2021 • 1h 2min

Sell Afterpay, buy Square? 2 stock ideas, Volpara's 1Q & AAPL for everything

On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask dissect Square's (NYSE: SQ) takeover of Afterpay Ltd (ASX: APT)... and question the valuation.Owen then provides an overview of Volpara Health Technologies Ltd's (ASX: VHT) latest batch of results, including its calculation of ARR and the push into genetics testing.The duo get geeky with their Apple Health app and question where this exciting market goes next. Anirban shares one money hack that will help you save and better managed your money.Finally, Owen goes over PEXA Ltd's (ASX: PXA) IPO and its UK conveyancing opportunity. Is it as big as PEXA says? To finish, Anirban pitches a US stock idea he already owns.If 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.To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join 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
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Aug 4, 2021 • 1h 35min

Ryan Newman | Becoming a Pro analyst

You’re about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I’d suggest you watch this podcast. It’s available on YouTube as a full video.Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia.In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat.Even if you’re not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person.Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They’re also three people who have appeared on this podcast, most of them more than once.I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children?There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you’ll enjoy it.***Join 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.Date recorded: July 14th, 2021Resources: Motley Fool website: https://www.fool.com.auFounder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontentDisclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures.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
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Aug 2, 2021 • 30min

Bonus: Getting protection with inverse ETFs, Ft. Kanish Chugh

This bonus episode of The Australian Investors Podcast features Kanish Chugh, of ETF Securities.Kanish talks with Owen about the use of inverse and leveraged ETFs, such as LNAS & SNAS. The duo discuss the risks, opportunities, and when to use these types of products.Please note: the two investors do a good job of explaining some of the risks but always be mindful that using leveraged or inverse ETFs can be extremely risky. Always read an ETF's Product Disclosure Statement (PDS) before investing.To learn more about ETF Securities' ETFs, follow this link: https://bit.ly/fundsETFSView more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: May 26th, 2021INFORMATION WARNING Please note: ETF Securities is the issuer of LNAS & SNAS ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities, the sponsor of this podcast series. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS).This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 30, 2021 • 51min

US tech, Dubber's $110m cap raise & Tesla's (TSLA) huge operating leverage

On The Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask chat big tech stock earnings, including: Tesla Inc (NASDAQ: TSLA) and its monster operating leverage Apple Inc (NASDAQ: AAPL) and its massive iPhone growth Microsoft Inc's (NASDAQ: MSFT) blistering quarter, driven by cloud Alphabet Inc (NASDAQ: GOOGL) has a huge quarter, driven by Search & YouTube The investors also talk about the latest ASX news, including Dubber Ltd's (ASX: DUB) $110 million capital raising, CommSec charging negative rates on Euros, and Temple & Webster's (ASX: TPW) excellent report.Finally, the gentlemen ask: are the COVID numbers as bad as last time? And should investors be worried?If 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.To be clear: Rask Australia (our business), nor me (Owen), receive nothing 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-7investing***Join 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.Recorded: Wednesday, July 28th, 2021Information 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
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Jul 28, 2021 • 26min

How to beat inflation & 5 companies to watch, ft. Stephen Arnold, CFA & Delian Entchev

In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager, Stephen Arnold, CFA, and Senior Analyst Delian Entchev, about 3 ways to beat the rise of inflation: Focus on companies with pricing power Find businesses with cost efficiencies & advantages Ensure the company has optionality and strength embedded on its balance sheet In this episode, Stephen, Delian and I talk about the following companies: Costco Wholesale Corporation (NASDAQ:: COST) Graco Inc. (NYSE: GGG) Moody's Corporation (NYSE: MCO) Accenture Plc (NYSE: ACN) L'Oreal SA (EPA: OR) ***Join 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.Show notes: Stephen's pitch on Accenture Plc - Investors Podcast episode Aoris - view the full portfolio Recorded: June 25, 2021Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 23, 2021 • 1h 3min

What the... Altium (ALU)?! Plus, 2 tech stock ideas & Netflix's big future

On the Australian Investors Podcast this week, 7Investing's Anirban Mahanti and Owen Rask talk Altium Ltd's (ASX: ALU) botched takeover proposal from Autodesk Inc (NASDAQ: ADSK), Netflix Inc's (NASDAQ: NFLX) quarterly report, Bezo's Blue Origin hits space.The investors also talk about what to make of COVID Delta numbers and, of course, they offer two growth stocks to watch: Okta Inc (NASDAQ: OKTA), and AVA Risk Group (ASX: AVA) If 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.To be clear: Rask Australia (our business), nor me (Owen), receive nothing 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-7investing***Join 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.Recorded: Wednesday, July 21st, 2021Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal, Alphabet, Altium and Apple. Owen owns shares of PayPal, Altium, Alphabet, Altium & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.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
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Jul 21, 2021 • 39min

Adam Bronts | Castlerock | Commercial Property Investing & Auslink Property Trust

In this episode of The Australian Investors Podcast I chat with Adam Bronts, director of business development at Castlerock. Castlerock is a funds management business specialising in property, in particular office properties that are leased to government tenants.Castlerock has just completed the purchase of a new property in Ipswich and is conducting a capital raising, which provided an opportunity for me to talk to Adam. We cover a lot of new ground for investors, but especially those investors who are interested in understanding how properties are valued and what professionals look for in large scale deals.It’s also a great episode for investors seeking alternative sources of income in a low rate environment.I hope you enjoy this episode of The Australian Investors Podcast featuring Adam Bronts.WANT TO LEARN MORE ABOUT AUSLINK PROPERTY TRUST?You can follow this link to learn more about Adam's Auslink Property Trust 2 fund, access the PDS and consider the risks: https://bit.ly/castle21***Join 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.Date recorded: July 1st, 2021Disclosure & sponsorship: at the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. Adam is a director of Castlerock. The Rask Group Pty Ltd received a fixed fee, set in advance, for Adam to appear on this episode of the podcast.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

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