Australian Investors Podcast

In this episode, Owen Rask from The Australian Investors Podcast speaks with ASX investor Simon Shields, CFA.Simon is the co-founder of Monash Investors. Simon’s aim is to use an absolute return strategy to generate double-digit returns from Australian ASX shares/equities.In our chat, Simon tells us how he and his team find compelling ASX stocks to buy, the common causes of mispricing for investors to exploit, why catalysts are important, and so on.I hope you enjoy this conversation with Simon Shields from Monash Investors.Like the pod? Say g'day to me on Twitter: https://www.twitter.com/owenrask*** FULL SHOW NOTES: https://bit.ly/aipod2021 ***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 this Australian Investors Podcast, Simon Erickson from 7investing walks us through his journey, including his process for investing in high growth companies/stocks, innovative technology companies and the future of emerging industries like personalised medicine and machine learning inference.Simon Erickson’s backstory is different to most professional investors. He studied chemical engineering, then worked in sales, then technology ventures and spent many years at The Motley Fool, finding high growth companies.Not too long ago Simon started 7investing, a unique platform offering market-beating investing insights and stock reports to investors eager to buy tomorrow’s most innovative companies, today. Simon has surrounded himself with a first-class team of technologists and investors at 7investing, including Dr Anirban Mahanti, who has appeared on The Australian Investors Podcast once before.I — Owen — was so thrilled to know Simon would be joining me on The Australian Investors Podcast, all the way from Houston, Texas; to share his insights on: How he finds innovative companies If his engineering background offers him unique insights into modern technologies How he builds a team, and what he looks for in the management teams he invests alongside 2 industries he is very excited to invest in right now 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 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

Tobias Carlisle, Founder of Acquirers Funds and creator of the Acquirer's Multiple talked to Owen Rask on The Australian Investors Podcast about his journey and all things quantitative investing.Talking points: Why Tobias would want Warren Buffett on speed dial (over any other investor) Tobias backstory, including growing up in outback Australia How Tobias morphed a legal career into value investing How to find and short companies in financial distress (including frauds) Why Tobias believes stable + wide gross margins are a great predictor for the quality factor The Magic Formula versus Acquirer's Multiple Why value factors outperform quality and growth The importance of dissecting cash versus profit Why frauds can remain profitable longer than you can stay solvent (as a short seller) The #1 piece of investing advice Tobias would give himself FULL SHOW NOTESOwen's resources: Owen's full analyst training & view memberships ($100 off listener discount)The information in our podcasts 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

This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement.Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss: How risk profiles inform your framework Strategic Asset Allocation (SAA) Tactical Asset Allocation (TAA) Investment Policy Statements (IPS) Rules for hedging, rebalancing and administration This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more.FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts 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

Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on.Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps.With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match!Companies discussed in this podcast include:Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT).Interview recorded: Thursday April 1st, 2021.At the time of publishing, Owen owned shares of Pro Medicus & Xero.Say g’day to Owen, Mark & Andrew:Owen’s TwitterMark’s TwitterAndrew’s TwitterJoin Owen’s Rask InvestCoffee MicroCaps newsletterStrawman websiteFULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts 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

What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies.ABOUT THIS EPISODEThis episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning.Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success.Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance.In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy.FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts 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

This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing.He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor.In this conversation we talk about some simple (and less than simple) strategies to identify management teams with talent and integrity, in particular small-cap companies on the ASX.Strategies discussed includes: Management communication Assessing incentives of key people What skin in the game?! Good horses versus good jockeys Management teams with technical skills Using management signals confirm business fundamentals Claude says, “actions can confirm what you thought was happening in the numbers” Spotting and interpreting management accounting tricks We also talk about PR agencies and the problem with incentives in today’s era of investment news and regulation. Be careful where you get your financial “news”.Companies discussed: @43:00 - OneView Health (ASX: ONE) and the recent (and a little concerning) agreement with the S3 Consortium. Neither Owen nor Claude have any interest in this company (long or short). We just found this agreement very bizarre. Pro Medicus Ltd (ASX: PME) MyDeal (ASX: MYD) Nanosonics Ltd (ASX: NAN) Commonwealth Bank (ASX: CBA) (in passing) Okta Inc (NASDAQ: OKTA) Corum Group (ASX: COO) Urbanise.com (ASX: UBN) Monash Health (ASX: MVF) Keep up to date with Claude’s work at A Rich Life:A Rich Life websiteOwen’s prior episode with ClaudeSay g’day on Twitter: Owen Rask Claude Walker At the time of writing, Owen Raszkiewicz owns shares of Okta and Pro Medicus. Recorded Wednesday Wednesday, March 17th. FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts 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

Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter.This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file.It took place remotely, so the audio file is a little rough. Consider wearing your headphones.You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours.In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL).@60 minutes - how Peter investsIn the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation.At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating.I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity.Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL)Resources: Join Rask Invest - Click here The Value Investor Program (online) The information in our podcasts 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

Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories.Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021.ASX shares profiled in this podcast include:@2:45 Seek Limited (ASX: SEK)@6:30 Envirosuite Ltd (ASX: EVS)@13:30 a2 Milk Company Ltd (ASX: A2M)@19:30 RPMGlobal Ltd (ASX: RUL)@24:30 Wesfarmers Ltd (ASX: WES)@29:30 EML Payments Ltd (ASX: EML)@33:00 Macquarie Group Ltd (ASX: MQG)@36:30 Pinterest Inc (NYSE: PINS)Resources: Join Rask Invest and see what Owen is buying - Click here Get in touch with Drew - click here to email Drew Disclosure: at the time of writing, Owen owns shares of Pinterest, EML Payments and RPMGlobal. The information in our podcasts 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

Dr Anirban Mahanti is an Investment Advisor at 7Investing, and formerly the Director of Research at The Motley Fool Australia.Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand.During the first 30 minutes or so of this conversation, we talk about Anirban’s backstory before diving into the really juicy stuff, like the competitive advantage afforded to investors with a tech or engineering background, the flow of innovation through research and how that intertwines with investing, how Anirban values stocks, builds a portfolio and more. Then we end with some rapid-fire investor and technology-focused questions, such as: The emerging technologies Anirban is most excited about The most overrated innovative company (hint: it’s from Australia) Why Apple has staying power The most innovative companies and what defines them, including Apple and Tesla And, of course, we conclude with Anirban’s three pieces of advice to his younger self.Some companies mentioned in the podcast include: Tesla, Apple, Google/Alphabet, Audinate, IBM, CSL and a few others in passing.FULL SHOW NOTES: https://bit.ly/2PRUgMVVisit 7investing: https://7investing.com/Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts 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