Australian Investors Podcast Owen's RPM victory lap, STRONG buy on gold & Google looks cheap
Sep 5, 2025
Discover why gold is gaining traction as a safe investment and its strategic role in portfolios. The discussion dives into whether Google is undervalued, especially with the AI revolution on the horizon. Tune in for insights on Endeavour Group—should you buy, hold, or sell? There's also a focus on building risk-adjusted portfolios and navigating the current economic landscape. The conversation is filled with financial humor and practical advice, perfect for both novice and seasoned investors!
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Episode notes
Drew's 2025 Stock Winners
- Drew's biggest winners in 2025 included SoFi and Palo Alto Networks after big recoveries.
- He rarely watches individual stocks outside his top holdings but still scored significant gains.
Tesla White Interior Mix-Up
- Owen accidentally bought a Tesla with white interior when he wanted white exterior with black interior.
- He used the story to poke fun at middle-age car choices.
Value Big Tech With Clear Assumptions
- Use conservative revenue, margin and exit PE assumptions before valuing large tech names.
- Run scenario-based valuations (e.g., Ticker) to check if expected returns justify ownership.
