Australian Investors Podcast

Do you want to invest like an analyst and learn to value individual companies? Is value investing dead? What’s on Owen’s watchlist?In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the launch of the Value Investor Program, a new program designed to give you all of the tools and knowledge you need to invest successfully in companies and develop your curiosity.Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist.Take the Value Investor Program (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesGet Started Investing with Equity Mates: education.rask.com.au/courses/get-started-investing-equity-matesWatch the video version on the Rask Australia YouTube page.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to:Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIPFree 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIPIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: April 22 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask is joined by Ryan Newman, CFA to talk about company valuation. It's everything you need to know about how stock market valuation is done in practice. Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystTopics covered include: What is valuation? Why does it matter? Valuation multiples - the good, bad and ugly Discount rates - how they're calculated in academia v practice, what they mean, the impact of interest rates, etc. Free cash flow calculation - how, what & why? How a DCF works & rules of thumb (incl. rebuilding an income statement and working capital, etc.) Dividend Discount Models (DDM) - when these types of 'cash flow to equity' valuations are used (banks, REITs, annuities, etc.) Where and how Ryan learned about valuation ResourcesMotley Fool - https://www.fool.com.auRyan’s Twitter - https://twitter.com/TMFNewmyMorgan Housel - Other Industries presentation: https://www.youtube.com/watch?v=wml0xO4cG8g BCG analysis of stock returns (see the Bootcamp Training Manual)Ryan's preferred book: https://danielcoyle.com/the-talent-code/Please, leave me a kind review if you like the show! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Bob provides an in-depth overview of the investment process at Claremont Global and demonstrates this through a lot of global names.This chat instilled valuable insights into the qualities a business and a management team ought to possess to become truly great.Talking pointsIntroduction - Bob Desmond gives a fascinating rundown of what it was like growing up in his home country, Zimbabwe.08:15 - Bob's investing career spanning across Zimbabwe, London and Sydney.24:30 - The Claremont Global investing philosophy starting off with an in-depth discussion about why people and patience are so integral. Companies mentioned include Ross Stores (NASDAQ: ROST) and LVMH (EPA: MC).36:00 - Why the team at Claremont Global tries to ensure that process and the portfolio are prioritised over one's ego.40:00 - A different view within the team helped Bob avoid making a mistake (to date) of investing in Alibaba (HKG: 9988).42:00 - Bob gets stuck into the heavy lifting process of carrying out on the ground research to understand what makes companies so special. He uses Sherwin-Williams (NYSE: SHW) as an illustration.48:30 - The quick numerical metrics that Claremont Global uses to filter out companies.56:00 - Bob walks through the compound probability framework to determine the forecastability of businesses. Google (NASDAQ: GOOGL) gets a special mention.60:00 - How Bob and Claremont Global have curated a list of around 100 investable companies in their universe.71:00 - What Bob and his team look for in a high-quality management team.77:00 - Bob uses Meta Platforms (NASDAQ: FB) as a case study where he and the team couldn't attain conviction on the quality of the management team.79:30 - The valuation metrics applied at Claremont Global.87:30 - Why Claremont Global takes the view that European and ASX stocks tend to trade at a premium to the US.90:30 - How Claremont Global monitors potential fade in a company's competitive advantage.93:00 - The qualities that Bob looks for in a colleague.102:00 - Bob reveals the people who have had the most influence on him as a person and investor.Watch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: April 13th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Here are our top investing tools and best investment apps, software and programs for analysts and investors.VIDEO VERSION: https://youtu.be/jZmk7EmNz3ADownload Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystIn this Investor Bootcamp mini-series episode of The Australian Investors Podcast, analysts Owen Rask and Raymond Jang share some of their favourite investing tools with you.We also hear directly from the founder of Stocklight, Jason Kotchoff, who tells us why he created Australia's premier investing app.Investing tools discussed: Tikr - review financial data and transcripts - get a free account (our affiliate link) Simply Wall St - filter and find investment ideas Strawman.com - scuttlebutts and insights Morningstar.com - research and valuation guides/comparisons, contrary views Whale Wisdom - track global funds Stocklight - track your portfolio, access news & reports Notion - journal, record research, monitor thesis Watch the video version on the Rask Australia YouTube page.Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Feroldi is the author of Why Does The Stock Market Go Up?, an investor in high-growth stocks, and a fantastic investment educator.Brian Feroldi recently joined Owen Rask on The Australian Investors Podcast to talk about Brian's investment checklist, why and how he invests in high growth stocks/businesses, and why Brian Feroldi is no longer following a traditional 'value investor strategy' like that of Ben Graham.➜➜ Resources for this episode:Brian Feroldi on The Australian Finance PodcastMicroCap Club presentation (and charts)Brian Feroldi's checklistBrian's new book➜ Rask's money & investing courses: https://education.rask.com.au➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up/➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia➜ Hang with us on IG: https://www.instagram.com/raskaustralia➜ Twitter for cool kids: https://twitter.com/RaskAustralia➜ Tiktok for laughs: https://www.tiktok.com/@raskinvestIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).*Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. unless specifically disclosed.***DISCLAIMER**: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman…For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks!I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started.New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts.🏋️ Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystWatch the video version on the Rask Australia YouTube page.Take one of our intelligent investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 14th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Max is a founding partner and managing director with Invesco Global Real Estate, which manages around $80 billion across the US, Europe and Asia.Max and I talk about the challenges facing the global property market then dive into particular opportunities such as the ‘retail apocalypse’, rising inflation and interest rates, as well as the key sectors Max is most excited about.Over the past 12 months, the conversation around inflation and interest rates has been the key talking point for most asset allocators, and investors with established portfolios.Which assets can I use to deflect the impact of rising rates? What about my yield?Max addresses some of those points through the lens of property, walks us through the active versus passive debate, how he would research a property fund, the macroeconomic picture around the world, and more.To start, I ask Max for the name of the investor he has learned the most from.Watch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 1st April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Investor Bootcamp episode, I was joined by 7Investing's Anirban Mahanti, PhD and Shareplicity's Danielle Ecuyertalk about our best Twitter accounts for investors.In other words: every intermediate or aspiring investor should follow these 15 Twitter accounts to get better at investing.Of course, it's also worth following your co-hosts for this episode of The Australian Investors Podcast on Twitter: Owen’s Twitter: https://twitter.com/owenrask Dani’s Twitter: https://twitter.com/au_shareplicity Anirban’s Twitter: https://twitter.com/7amahanti Access ALL 15+ Twitter accounts (& more) in our free downloadOwen's Investor Bootcamp training manual: https://bit.ly/rask-analystWatch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 6th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Australian Investors Podcast episode, Smartpay's Marty Pomeroy and Owen Rask take a deep dive into the payments market in Australia and New Zealand, covering everything from how payments are facilitated to the difference between online and in-store.Topics covered by Smartpay's Marty Pomeroy and Owen Rask include: Marty's journey with Smartpay Smartpay versus Tyro Payments Ltd (ASX: TYR) versus the big banks, like Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC) Point-of-sale (POS) software versus payment terminals The payments ecosystem in Australia versus New Zealand versus China EFTPOS versus Mastercard (NYSE: MA) and Visa (NYSE: V) Take rates between card issuers, banks, schemes/interchange and payments providers (i.e. profit margins) The difference between an acquirer and a regulated bank in Australia SmartCharge payments versus Merchant Services Fees (MSF) The terminal value of payments companies The future of in-store versus online payments - and how omni-channel might impact this This is a fantastic episode with one of Australia and New Zealand's payments company leaders. It provides unique insights into the mechanics of electronic and digital payments companies, the opportunity set in Australia and beyond, and how big tech might change the payments industry landscape.Resources: Rask Rockets Beyond Smartpay Disclosure: At the time of recording Owen owns shares of Smartpay, Tyro, Apple and Alphabet/Google.Watch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 7th April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts.Investor Bootcamp full training manual: https://bit.ly/rask-analystThese Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order:Podcast 1a. Joe Magyer, CFA - CompoundPodcast 1b. Joe Magyer, CFA - Playing to WinPodcast 2. Matt Joass, CFA - MavenPodcast 3. Ryan Newman, CFA - Becoming a Pro AnalystPodcast 4. Mary Manning, PhD - EmergingPodcast 5. Luke Trickett - Blue Stamp CompanyAccess Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices