Ryan Newman

Ryan Newman, Director of Research at The Motley Fool Australia, shares his insights on investing in ASX shares. He reveals how to identify promising companies, spotlighting ResMed's innovations in sleep apnea care. Newman discusses GenTrack’s disruptive solutions for utilities and airports, and explains how Pinnacle effectively manages boutique funds. Tune in to learn about the importance of patience in investing, researching like a pro, and recognizing the right business models for long-term growth.

Ryan Newman, Director of Research at The Motley Fool Australia, shares his insights on growth investing. He discusses his methods for identifying standout companies, shedding light on ResMed's leadership in sleep health and how GenTrack is innovating in utility software. Newman also explains how Pinnacle Investment structures its boutique funds for optimal returns. The conversation emphasizes the importance of thorough research and patience in navigating the stock market, providing listeners with valuable strategies for long-term investing success.

Ryan Newman, Motley Fool analyst covering tech and software, talks Xero and discloses he owns shares. He explains Xero’s cloud accounting roots and why accountants fueled adoption. He covers subscriber mix across regions, SaaS monetization and ARPU growth. He outlines the main risks like US expansion and competition, then gives a concise buy case.