Australian Investors Podcast

In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper.This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching small, micro and nano cap stocks on the ASX. A few of my — Owen here — key takeaways include Luke’s use of automated and semi-automated (and free) tools to track company recruiting on Seek.com.au or Indeed, sales managers on LinkedIn, and how (and why) to do your own thorough channel checking.Luke also shares: The steps he took to rapidly up-skill his knowledge of finance and investing in small cap shares How to get an insider or management to share the important data points with you (the investor) need to know Why it’s vital to build a network of good investors (even if you don’t know them) The importance of asking “dumb” questions to other small-cap investors Techniques for interviewing management, including being prepared for first contact Get in touch with Luke: Strawman profile Oracle IM - Luke’s fund Twitter account Other resources: Strawman - get a free account Shareidea.com.au Disclosure: At the time of publishing, Owen owns shares of RPMGlobal. Rask Australia recommends shares of Laserbond, XRF Scientific and RPMGlobal. Please see Luke’s website(s) for his disclosure. DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. 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

Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG.Timestamps: @3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture. @13:30: the case for gold & ETF Securities' GOLD ETF - Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019. @29:30: the TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage. All episode show notes: http://bit.ly/Australian-Investors-Podcast |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

What is an ethical investment? And what do investors (or your clients) want to be invested in?The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP.In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max is responsible for covering ETFs and helping our team build and design model portfolios for our premium membership services. ||TAKE THE SURVEY (AND SEE THE RESULTS): https://forms.gle/d1rFWpBz5hNut2Li8 ||All episode show notes: http://bit.ly/Australian-Investors-Podcast |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have on the show given his contributions to the world. He has pioneered the idea of effective giving and shares the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism.This episode comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing.Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book |SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Al Bentley is the Founder of Simply Wall St, Australia's leading FinTech business. In this Australian Investors Podcast episode, Al Bentley takes Owen through why and how he and the team built the Simply Wall St business from scratch — to 2.5 million users.Join Simply Wall St – for a discount!SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Sam Hupert joins Owen Raszkiewicz on The Australian Investors Podcast to talk about the business he started with Anthony Hall, Pro Medicus Ltd (ASX: PME), back in 1984.Owen and Sam talk about starting a technology business before personal computers, the groundswell in medical imaging, the future of medical imaging, capital allocation, incentives, culture and moreDr Hupert is a doctor, a long-serving public company executive, one of the wealthiest people in the country, and so much more.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Luke Trickett is the founder and investor behind Blue Stamp Company, one of Australia's best kept investment funds. Luke Trickett talks to Owen Raszkiewicz about principles for life, investment process, time horizons and the future of capitalism.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lindsay Partridge joins Owen Raszkiewicz on The Australian Investors Podcast to talk investing, capital allocation, leadership versus management, culture and more. Lindsay is one of Australia's longest-serving public company CEOs, an AO recipient, Ceramics Engineer and country boy at heart.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Australian Investors Podcast, we're talking Catapult Group International Ltd (ASX: CAT). Andrew Page is a private investor and the founder of Strawman.com, Australia's premier investment platform for private investors to share their ASX share research and insights on companies.Andrew joins Owen Raszkiewicz on this week's episode of The Australian Investors Podcast to talk about Strawman and sporting software technology company Catapult Group International Ltd.Please enjoy this episode of The Australian Investors Podcast with Andrew Page, private investor.*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The 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. Learn more about your ad choices. Visit megaphone.fm/adchoices