Australian Investors Podcast

Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management.Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies.I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask.WATCH THE FULL EPISODE NOWTake 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: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the first Investor Bootcamp episode I was joined by Strawman Founder Andrew Page and A Rich Life Founder Claude Walker. Both Claude and Andrew are experienced investors, readers and educators who I know have a wealth of learned and earned knowledge.Investor Bootcamp full training manual: https://bit.ly/rask-analystOur 3 books:We each bring one book to the table, as follows (links go to Amazon's book store):Owen Rask: The Little Book That Still Beats The Market, Joel GreenblattAndrew Page: The Most Important Thing, Howard MarksClaude Walker: Investing: The Last Liberal Art, Robert HagstromOur Twitter community's favourite books: https://twitter.com/OwenRask/status/1507117209608663041Get in touch with Claude & Andrew:Skip Claude's Waitlist - send Claude an emailJoin Strawman's free version: https://bit.ly/raskstrawOther resources mentioned:Owen's Magic Formula sheet (needs filtering)Trevor's Last Liberal Art summary on A Rich Life: https://arichlife.com.au/investing-the-last-liberal-art-a-short-book-review/Watch the video version on the Rask Australia YouTube page.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).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: 25th of March 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Nick Cregan is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Global Small & Mid Cap Fund in 2018. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Fairlight Asset Management.Nick provides an incredibly detailed overview of the investment process at Fairlight and illustrates this through excellent business case studies.I gained a lot of valuable insights from listening to Nick and look forward to incorporating a lot of his wisdom into our investing process at Rask.WATCH THE FULL EPISODE NOWTake 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: March 23rd, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investor Bootcamp mini-series on The Australian Investors Podcast.Document: Analyst Bootcamp Training Manual - https://bit.ly/rask-analystOver the coming 10 weekends, I’m going to take you on a journey to become a better investor. Every Saturday, 7 am, starting next week, I’m going to be joined by one or more expert guests you will know from the series thus far.I’ve carefully selected these guests and the topics we’ll be covering. Also as part of the episodes, I’ll share with you the best resources I’ve come across for accelerating your learning.So why are we doing this 10-part series?I think that now, more than at any time in the past 20 years, direct stock investors will need to understand valuation at a more technical level.As Morgan Housel said:“The most underrated investing skills are controlling your emotions and having your career coincide with a 30-year decline in interest rates.”With interest rates finally on the way back up, the valuation of businesses, bonds and real assets will become more important.But as Warren Buffett once said, “It's only when the tide goes out that you learn who has been swimming naked.”For many investors, it finally feels like the tide is going out. Easy returns driven by falling rates on speculative assets like crypto, venture capital, technology stocks, highly geared companies, property and even bonds.Some people might say that value investing can now finally have its time to shine. Warren Buffett’s Berkshire Hathaway is back to catching up to famed investors like Cathie Wood’s ARK Innovation ETF as momentum and growth investors wonder about a recovery.So where does this leave investors who are wearing big losses in innovative but richly valued businesses?For many, we’re questioning our growth-first strategies. Are tech stocks really worth what I thought? Is it time to diversify my portfolio across industrial companies trading at lower valuations?After all, you can construct an all-weather diversified long-term portfolio from richly valued, high-quality companies. Or you can build a portfolio from lower-quality companies at lesser valuations.Lately, many investors seem to be opting for the deeper value style companies and portfolios.However, there’s one big problem with this approach: you need to have a strong grip on valuation. You need to understand how securities or investments are valued and then adjust your models to the current macro environment.According to Harvard Business Review:“Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many question whether they’re deserving of accolades.”I believe that over the past 10 years we have seen many talented investors enter the market and begin their investing journey. Indeed, around 70% of Rask members have been investing for less than 10 years.However, during that time we’ve experienced a massive bull market. Now, with markets becoming more volatile, it leads me to believe that many of our fellow listeners could be doubting their conviction in their abilities to find, research and model companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 5 companies talked about in today's investor's podcast are: 10:01 - XRF Scientific Ltd (ASX: XRF) - a lab testing business with a market-leading position. 21:04 - Catapult Group International Ltd (ASX: CAT) - a sports technology business combining video and wearable tech for predictive performance enhancements. 25:36 - Kip McGrath Education Centres Ltd (ASX: KME) - a multi-decade family-run education provider growing around the world. 37:19 - National Tyre & Wheel Ltd (ASX: NTD) - an independent tyre distribution business with a growing range of services and footprints. 45:07 - Earlypay Ltd (ASX: EPY) - an invoice financing business that's growing out of covid Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing.Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management.The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies.Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX's smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining.Resources & free stuff: Luke Winchester's first interview with Owen Rask Merewether Capital website Download Owen’s free analyst pack (Word & PDF) Join Rask Rockets – SAVE $500 ~~ A note for transparency: we receive nothing ~~Rask, the publisher of the podcast series, is a privately owned company. It’s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.“The best part was the disclaimer” – said no-one everThis information warning is actually important (that’s why we write it in the same size font… unlike our competitors). 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 is 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.Date of recording: 16 March, 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks.These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include: Zoom Video Communications (NASDAQ: ZM) Okta (NASDAQ: OKTA) Tyro Payments (ASX: TYR) Damstra (ASX: DTC) Shopify (NYSE: SHOP) Xero Ltd (ASX: XRO) Resources & free stuff: Use the "Birthday" coupon code to get $100 off a 7Investing membership. Join here. Download Owen's free analyst pack (Word & PDF) Join Rask Rockets - SAVE $500 Say g'day on Twitter: Owen's Twitter Anirban's Twitter ~~ A note for transparency: we receive nothing ~~Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.“The best part was the disclaimer” – said no-one everThis information warning is actually important (that’s why we write it in the same size font... unlike our competitors).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 is 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.Date of recording: 10 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

This podcast with Nir Eyal on The Australian Investors Podcast first appeared on The Australian Finance Podcast.Nir Eyal is a successful author, investor and advocate for investing your time and money better.Do you value time or money more?Today’s episode is a little different to our normal money & investing content, but in our opinion just as important. Our podcast is all about helping our community invest their time and money, better.Today we’re going to dive deep into the time side of things, and explore ways we can take back control of our time, schedules and life, and spend it in meaningful ways. To do this, we’ve got best-selling author of Hooked and Indistractable Nir Eyal on the show, who is an expert in this area.Plus, we discuss the root cause of distractions, why you’re putting off doing less pleasant tasks like taxes and how we can better protect our time. This is important episode for listeners at any stage in their journey, because it’s all about maximising your choices in life and spending more time on the things that bring you joy (because money can’t buy time).Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".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.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: 9th February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Owen Rask is joined by Drew Meredith, CFP to reflect on Warren Buffett's latest Berkshire Hathaway (BRK) shareholder letter and share 10 pieces of Buffett's wisdom.5 of Owen's favourite Buffett ideas are as follows: Buffett the teacher & the Orangutan effect. Teach a monkey and you'll be a better investor. Closing the market for 5 years anchors you to valuation, not price. "Favorable long-term prospects" and what it means. It doesn't mean themes or sectors. It means strong franchises. Staying invested - Buffett has $US144 billion of cash! He's wanted to be 100% equities since the 1960s! Focus on Owner earnings - increasing asset values & dividend income are what matter. Drew's 5 Buffett's insights: Work-life balance doesn't get you ahead. Buffett eats annual reports for breakfast. Buffett does business-picking, not stock-picking. Compounding returns, not indexing. Buffett is a private equity investor. Buffett's big four & true diversification in action. Insurance & Statutory fund; Apple, Railroads and Energy. Decarbonising the world is going to start at the top. Resources: Buffett's annual lettersDrew's article for Wattle Partners Owen's article for RaskBuffett's GEICO research from 1951: Get in touch with Owen or Drew:Owen's Twitter: https://www.twitter.com/owenraskSend Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1Like it? Love it? Hate it? Tell me about it...If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram~~ A note for transparency: we receive nothing ~~Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew.Want more of Owen’s best investment ideas? Please, right this way...To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.“The best part was the disclaimer” – said no-one everThis information warning is actually important (that’s why we write it in the same size font... unlike our competitors).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 is 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.Date of recording: 3 March, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Luke Durbin is a Portfolio Manager of the Australian Equities Portfolio and a Director at Oracle Investment Management. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Oracle Investment Management and ethical investing.His father and Chief Investment Officer, Peter Durbin founded the company in 2012 and the investment team is based in Newcastle. Luke provides an overview of the origins of Oracle Investment Management, the Buffett way of investing and his best and worst investments.Talking pointsBeginning – Luke Durbin relives his personal journey as an investor and tells how he got placed in the top 10 of the ASX Sharemarket game in high school.@10:30 – The Investing philosophy at Oracle Investment Management and key portfolios.@16:45 – How Luke and his investment team find ideas.@20:15 – Luke runs through the investing filter process when determining whether an idea warrants further research.@20:40 – Why the quality of the management team is a core focus.@26:30 – The valuation approach at Oracle Investment Management.@30:00 - Luke and I discuss why understanding customer value proposition and competition is important. Luke also briefly touches on Appen Ltd (ASX: APX) and Afterpay Ltd (ASX: APT).@33:00 - How Luke and the Oracle investing team approach selling.@35:45 - Luke shares some of his best and worst investments to date.@45:45 - Overview of the Ethically Diversified portfolio and Luke shares some insights on a few of the holdings.@57:40 - We find out who has had the most significant influence on Luke's personal and investing career.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!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: 23rd February 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

7Investing's Dr Anirban Mahanti and Owen Rask are back to talk about the stock market volatility following Russia's decision to invade the Ukraine, and offer 6 stocks to watch right now.The six stocks Owen & Anirban talk about include: Zscaler Inc (NASDAQ: ZS) - A+ PlaySide Studios Ltd (ASX: PLY) - A Upstart Holdings (NASDAQ: UPST) - A Block Inc (NYSE: SQ) (ASX: SQ2) - A+ Global-E Online (NASDAQ: GLBE) - A Envirosuite Ltd (ASX: EVS) - B Owen's free investing courses: https://education.rask.com.auGet Owen's newsletter: https://www.rask.com.au/free-sign-upJoin us on Twitter: Say “g’day” to Owen: Twitter or Instagram Say “howdy!” to Anirban on Twitter ResourcesJoin 7Investing: https://www.7investing.com/subscribeJoin Rask Invest: https://www.rask.com.au/subscriptionsFull individual disclosures for each guest are available via the show notes page on https://www.raskmedia.com.au.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: 25th Feb 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices