Australian Investors Podcast

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Magellan Financial Group Ltd (ASX: MFG) and Alcidion Group Ltd's (ASX: ALC) takeover of Silverlink, a UK-based health software company.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!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).Join 7Investing: https://7investing.com/subscribe?utm_source=RASKGet $10 off 7Investing when you join and use the "Rask" coupon code at checkout.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: 10th December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Johnny Shapiro is a Senior Reporter for The Australian Financial Review, Australia's number-one finance newspaper. Johnny's expertise is investigating peculiar or 'unusual' companies, CEOs and business practices.My guest for this episode is Johnny Shapiro. Johnny is a Senior Reporter for The Australian Financial Review, Australia’s number-one finance newspaper.OWEN’S TIP: If you can, read this article BEFORE listening: “Inside The Boiler Room That Is Big Un”In recent years, Johnny and his colleagues at AFR have been responsible for reporting on the unravelling of some of our country’s highest-profile corporate collapses. In this episode we talk about Johnny’s career, growing up with a freedom fighter for a grandmother and a gold trading grandfather and how his investigative journalism unravelled an ASX technology company’s darkest secrets.Finally, Johnny concludes with the story of how he missed out on a 60,000 bagger investment return.Timestamps: 0:45: Intro to Johnny 1:30 – Apple’s THREE co-founders 3:45 – Fact, fairytales and Johnny is a function of his grandparents: one a freedom fighter the other a stockbroker 6:45 – Johnny studies finance and ends up at a job at INSTO, networking with institutions 8:00 – NSW councils were buying CDO’s(!) before the GFC 11:30 – How Johnny built his network to know everyone in Aussie debt markets, leaves INSTO to join ANZ… then back to INSTO 13:00 – Staring into “the abyss” in the early days of the GFC 16:30 – some of Johnny’s highlights – Slater & Gordon made Johnny appreciate how difficult it is to cover stories involving management and investors in high-profile collapses 19:30 – Johnny tells an incredible story: How Johnny unravelled Big Un (formerly ASX: BIG) – and it started with GetSwift Following leads The network Copping abuse on social measure 2 smoking guns PPSR searches $12,000 for one social video? 31:30 – “Does this Cost?”. Response: “Hahaha only if you want it to. With our sponsor onboard the filming on the day is all covered.” And where is Big Un today? 37:00 – Could a mum and dad or DIY investor detect this type of poor corporate governance? 40:00 – What is a roll up strategy? How does it go wrong? Also, a big mention of Constellation Software (TSE: CSU). 43:00 – Corporate Travel Management’s Vs. VGI Partners’ 20 “Red Flags” 46:30 – Blue Sky’s denial of “foreign” short seller claims and a conference call – without questions 49:00 – Is short seller reporting unfair? 53:00 – Where is finance journalism headed over the next 10 years? 56:30 – A correlation between negative news and newspaper sales? 59:10 – What Johnny would tell a younger him about money or investing – A 60,000x investment he sold!!!! Further Reading: Johnny’s story on Slater & Gordon Jemima Whyte’s coverage of GetSwift’s Class Action Johnny’s BIG exposure on Big Un: “Inside The Boiler Room That Is Big Un” Johnny & Vesna Poljak’s coverage of Corporate Travel Vs. VGI Johnny & Jemima Whyte’s piece on Roll Ups ****This podcast 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

My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades.Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investorSHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/****This podcast contains factual/general information only. It is NOT personal financial advice. 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

Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer.In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO), the difference between Australian and US investing, and the biggest bets he didn't take.~~~ A special note from Owen Rask ~~~Alongside the original interview with Joe (see below), this is perhaps the most special of all Australian Investors Podcast episodes I have recorded.Joe is the investor I have learnt the most from in my career and the investor I attribute so much of my success.Joe was even the person who suggested I start The Australian Investors Podcast -- here we are, over one million downloads later!If you want to begin to understand why I think Joe is a special person, investor, creative thinker and analyst, you should watch my previous discussion with Joe - his first-ever long-form interview and podcast: https://youtu.be/5uwk2pkMrqQListen to this episode of The Australian Investors Podcast if you:- Want to know what it takes to succeed as an investor- How to be a better investor, versus a better analyst- Joe's key insights to learning fast and compounding knowledge- How Lakehouse Capital built its analyst team and a winning culture- Why Joe and his team were able to find companies like Afterpay, Xero and Altium before other investors~~~ Episode Resources ~~~You should follow Joe on Twitter:https://twitter.com/MagyerFollow Owen: https://twitter.com/owenrask~~~ OTHER RESOURCES ~~~➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: https://www.rask.com.au/aip-listener-discount➜ 100% free 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/@raskinvestFull 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: 9th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

The Australian Investors Podcast this week your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti dive deep into cloud computing and the race to the edge, in particular Cloudflare (NYSE: NET) and Amazon's (NASDAQ: AMZN) AWS. Plus, Owen and Anirban talk EML Payments Ltd (ASX: EML) and the CBI, Tile's takeover by Life360 Inc (ASX: 360) and a CEO exit at Bapcor (ASX: BAP). You can join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing every week. Get notified when we go live, by subscribing to the Rask YouTube channel: https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXAWatch 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!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).Join 7Investing: https://7investing.com/subscribe?utm_source=RASKGet $10 off 7Investing when you join and use the "Rask" coupon code at checkout.Owen owns shares of EML Payments and Alphabet. 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: 26th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios.Andre joins Owen Rask on The Australian Investors Podcast to share the building blocks of building quantitative and factor-based models for investing in Australia.In this podcast, Andre covers: The foundations of factor investing Factors that work — and those that don't — in Australia Getting signals on momentum, value and quality factors How to determine which factors should go into your portfolio ESG factors and their efficacy in a portfolio The future of factor investing in Australia This is a slightly more advanced but intriguing episode on quantitative investing and the future of building portfolios.Resources:Learn more about quantitative investing in Invesco's Investor hubWatch the video version on the Rask Australia YouTube page.Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and 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).➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount➜ 100% free 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/@raskinvestFull 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: 14 November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of The Australian Investors Podcast offers an update on PlaySide Studios Ltd (ASX: PLY), a company Owen released to AIP listeners in August 2021, and one that he and the Rask team released to Rask Rockets Beyond members earlier this year.In this brief update, Owen covers:1. PlaySide & why we think it's been successful2. A reflection of RPMGlobal (ASX: RUL) and similarities with PlaySide3. Another small-cap for a watchlist position, LaserBond (ASX: LBL)4. Sale offer to join Rask Rockets Beyond~~~ JOIN RASK ROCKETS BEYOND ~~~To join Rask's premium small-cap investor service and save $1,001 (bringing the price down to just $999) follow this link (apply coupon code "laser" to save): https://bit.ly/laser-rask~~~ What's included? ~~~ 10 small-cap company reports Exclusive CEO/founder interviews Quarterly reports Ongoing coverage Owen's top 3 stocks (every quarter) View the performance of Rask Rockets Beyond here: https://bit.ly/laser-raskOwen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc., in this podcast. At the time of recording, Owen owns shares of RPM Global, LaserBond and PlaySide Studios. This is a disclosure and not a recommendation.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. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.PERFORMANCE WARNING: Nothing in this podcast episode should be considered as a forecast, representation or guarantee of future performance. Investing is shares is risky and can result in capital loss. So, remember, past performance may not be a reliable indicator of future performance. Small-cap investing is even riskier, so always consult a licensed and trusted financial professional before acting on the information. The Rask Group, its directors and staff disclaim any liability associated with losses associated with the information included in this podcast. For more information on how we report performance, visit https://www.rask.com.au/performance.Please access The Rask Group's Financial Services Guide (FSG) before acting on the information presented here: https://www.rask.com.au/fsgDate recorded: 18th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car and Altium's (ASX: ALU) AGM update.At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist.Here's a sneak peek at Owen's checklist: Is the business Founder or family-run (ARB, Reece, Okta, PWR, etc. the list of great returning founder-led and family-led businesses goes on.) HR review ratings (my former employer is the Motley Fool, which champions culture, and it was/is obvious this was a core competitive advantage. Use Glassdoor (US) or Seek (Aussie) for reviews.) History of execution (Apple - it's buying back stock, executing, there's not ballooning shares on issue, margins are stable while revenue is growing. Capital position is also a reflection of the practices of former (or current) management.) Growing TAM & rising through an "S-Curve" (The Trade Desk is a good one. Finding these companies means faster-growing revenue in absolute terms, and no need for acquisitions, etc.) Does the business have pricing power? (Xero is a good example. This can be intangibles, customer acquisition, etc.) Talking points (approx timing):@15:00 - Checklist investing@38:00 - Altium's AGM@46:00 - China's slowdown - what does it mean for Australian investors?@52:00 - An EV bubble and Apple's autonomous carJoin in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.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!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).Join 7Investing: https://7investing.com/subscribe?utm_source=RASKGet $10 off 7Investing when you join and use the "Rask" coupon code at checkout.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: 19th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

Wayne Jones is the Fund Manager and Co-Founder of Ganes Capital Management based in Brisbane. He joins Raymond Jang on The Australian Investors Podcast to share his investing knowledge and lessons with the investing community.Wayne Jones has managed the Ganes Focused Value Fund since 2002, which invests in high-quality ASX listed businesses for the long term. His experience as a business owner and CPA skills used in acquiring businesses has helped him identify quality long term compounders.In this episode, Raymond Jang & Wayne Jones chat about:@0:90 - Wayne's personal and professional investing journey.@14:30 - How business experience played an important role in Wayne's investing.@20:30 - Investing resources that shaped Wayne's investing philosophy.@28:00 - Contrasting Warren Buffett and Charlie Munger on life and investing.@31:00 - Lessons from falling into a hot investment sector.@33:00 - The Ganes Capital Management investment process.@45:00 - Valuation: why the quality of a business and management team is more important than getting the price right.@47:00 - Case studies: Domino's Pizza Enterprises Ltd. (ASX: DMP) and CEO Don Meij@59:00 - Why Buffett, Munger and a writer were the most influential people in Wayne's investing journey.This is an excellent episode for investors looking to improve both their psychological mindset and technical skills.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!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: 12th November 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

The ETFS Hydrogen ETF (ASX: HGEN) provides investors with exposure to 30 select global hydrogen energy-focused companies, including fuel-cell makers and companies involved in the hydrogen value chain. This podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles HGEN ETF.For more information on the HGEN ETF, access the PDS and learn more about ETF Securities, visit their website: https://bit.ly/etfs-oct21Join Rask Invest – $100 off Rask’s ASX research for Investors Podcast listenersTo get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.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.Date recorded: October 13th, 2021Disclosure & sponsorship: At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.Information warning: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices