Australian Investors Podcast

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about the latest in Buy Now, Pay Later (BNPL), including Apple Inc (NASDAQ: AAPL), PayPal Inc (NASDAQ: PYPL) and Afterpay (ASX: APT).Then Owen makes a bet with Anirban over which ASX company will receive a takeover offer first: Treasury Wine Estates (ASX: TWE) or A2 Milk Company Ltd (ASX: A2M).The duo also talks about emerging markets payments, the space race and more.Recorded: Wednesday, July 14th, 2021Disclosure: at the time of recording, Rask Australia has recommended shares of PayPal & Apple. Owen owns shares of PayPal & Apple. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.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 SAVE on 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.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

This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short.In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued US companies with defensive business models.Owen and Damon discuss: What are MOATs? How we measure a business moat Where are wide-moat companies found? Valuations & moats MOAT versus traditional quality or multi-factor modelling Portfolio construction & why companies get booted from the MOAT ETF Learn more on Best ETFs: https://www.bestetfs.com.au/report/etf/moat/Get in contact with Damon: https://www.vaneck.com.au/etf/equity/moat/snapshot/?utm_source=RASK***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: July 2nd, 2021More episodes & Owen's research: https://bit.ly/raskresearchDisclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck -- the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview.INFORMATION WARNINGPlease 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

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest-profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers.Owen & Anirban also talk interest rates and mortgages, including why they locked in rates on their home loans.Finally, the investors dive into 3 company/stock ideas for your watchlist: Paycom Software (NYSE: PAYC), Laserbond (ASX: LBL) and Cleanspace (ASX: CSX).Recorded: Thursday, July 8th, 2021Disclosure: at the time of recording, Rask Australia has recommended shares of Altium and Laserbond. Owen owns shares of Altium. Anirban owns shares of Paycom. Please refer to the 7investing.com website for a full list of Anirban's research and disclosures.~~~ LOVE IT OR HATE IT? ~~~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 for just $7 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.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

In the episode of The Australian Investors Podcast Owen Rask chats to Aoris Portfolio Manager and founder, Stephen Arnold, CFA, about a stock he has held in his portfolio since inception: L'Oreal SA (EPA: OR).Chances are, you know L'Oreal SA from the television, billboards, salon, shopping centres (or even in your bathroom at home). Stephen makes his strong case for why this 100+ year-old company is still packed with market-beating potential.Show notes:Aoris - view the full portfolioRecorded: June 25, 2021More episodes & Owen's research: https://bit.ly/raskresearchINFORMATION WARNINGPlease 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

The Australian Investors Podcast has a new co-host, Dr. Anirban Mahanti of 7Investing!Anirban and I -- Owen here -- decided to come together and host a weekly chat about markets, stock ideas, strategies and more.Going forward, all Australian Investors Podcast listeners will get: Long-form interview with a specialist: fund manager, analyst, CEO, or other experts A laid-back conversation with Anirban and myself If you like the new format, say g'day on Twitter (@owenrask).Join 7investing for just $7 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-7investingIf you join 7investing, let me what you think on Twitter: https://www.twitter.com/owenraskInformation 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

In the episode of The Australian Investors Podcast investor and series host, Owen Rask, talks with Aoris' Delian Entchev about what seems to be a boring 'tractor' company called Tractor Supply Company (NASDAQ: TSCO). But take it from us: this episode is anything but boring.Delian explains, in clear language, the opportunity in front of investors with Tractor Supply, the USA's largest retail store for hobby farmers and enthusiasts. Tractor supply is 10x larger than its nearest competitor yet is still growing thanks to some savvy management and an intense focus on customers and culture.Show notes:Aoris - view the full portfolioRecorded: June 25, 2021More episodes & Owen's research: https://bit.ly/raskresearchINFORMATION WARNINGPlease 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

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the global healthcare and biotechnology thematic, including the ETF Securities' CURE ETF (ASX: CURE) and key companies operating in the sector.This chat is designed to be easy listening and help you get some ideas on your watchlist. It's just a short episode from Rask to see us into the new financial year before we step it up a gear. To learn more about the CURE ETF, follow this link: https://bit.ly/cure-aipView more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: May 26th, 2021INFORMATION WARNING Please note: ETF Securities is the issuer of CURE ETF, and guests appearing on the show may have an interest in some of the shares mentioned. Kanish works for ETF Securities. 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

In this episode of The Australian Investors Podcast, I chat with Sunny Bangia, Portfolio Manager of the Antipodes Asia Fund.Sunny shares his story and unique insights into how to invest in Asia, the reasons why you would choose Asian technology or consumption plays over, say, US technology.Sunny also shares the names of three companies he is really excited about -- Taiwan Semi-Conductor (TSMC), Meituan and Longi Green Energy. These three companies fall within Sunny's 5 key research clusters.The discussion about the Chinese market opportunity started around 14-15 minutes into the conversation.Topics covered:@14min - The Chinese market opportunity and consumption story @20min - How is the China opportunity different to the North American opportunity?@29min Meituan - the Uber of China?@38min Taiwan Semi (TSMC)@48min Longi Green Energy View more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: June 15th, 2021INFORMATION WARNING Please note: Owen or guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Alphabet/Google and Apple. 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

This Australian Investors Podcast episode features Kanish Chugh from ETF Securities. In this short conversation, Owen and Kanish talk about the Robotics & Automation thematic, ETF Securities' ROBO ETF (ASX: ROBO) and key companies operating in the sector.This chat is designed to be easy listening and help you get some ideas on your watchlist.To learn more about the ROBO ETF, follow this link: http://bit.ly/aip-roboView more episodes: https://bit.ly/Australian-Investors-PodcastEpisode recorded: May 26th, 2021INFORMATION WARNING Please note: ETF Securities is the issuer of ROBO ETF, and guests appearing on the show may have an interest in some of the shares mentioned. For example, Owen owns shares of Altium; Kanish works for ETF Securities. 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

This special property episode of The Australian Investors Podcast features Chris Bates from Wealthful and Amy Lunardi from Amy Lunardi Property.*** ENROL NOW: http://bit.ly/prop-aip ***Chris Bates is an extremely experienced mortgage broker, based out of Sydney, and Amy Lunardi is one of Australia’s highly sought after Buyers Agents/Advocates, based out of Melbourne.This episode is special because it came as a result of Chris, Amy and myself (Owen Rask) working tirelessly to help thousands of Aussies (and Kiwis!) understand how to buy and invest in property.These two property heavyweights helped me and the Rask team publish the Rask Property 101 course, available for FREE(!) on Rask Education.The course is FREE and insightful, a bit of fun and comes with heaps of free resources: 100% free Fully online with quizzes 15+ HD/4K video tutorials 6 PDF workbooks and downloads *** ENROL NOW: http://bit.ly/prop-aip ***Is the Rask Property course not for you? Share the following link with a friend or family member.Property COURSE: http://bit.ly/prop-aipSpecial note from Owen: This course could save you, or a loved one, tens or even hundreds of thousands of dollars by avoiding buying a lemon, getting a crap mortgage, getting sucked in by dodgy estate agents and so much more. I imagine that buying 1 bad property (especially property #1) could set an investor’s wealth creation goals back a decade!CONTACT AMY: https://bit.ly/lunardipropCONTACT CHRIS: https://bit.ly/wealthful-propThanks for supporting Rask to help the world invest, better. Learn more about your ad choices. Visit megaphone.fm/adchoices