Australian Investors Podcast

Like ASX small caps? Want to be a better investor? In this episode of The Australian Investors Podcast Owen Rask, lead analyst at Rask Australia, speaks with two leading small-cap investors (and founders!): Mark Tobin, former small company analyst founder of Coffee MicroCaps Andrew Page, small-cap investor and Founder of Strawman.com In this conversation, Owen, Mark and Andrew provide an update on what they’ve been working on.Then, each investor shares 3 of their top factors to look for when searching through the ASX, especially when unearthing hidden gem micro caps and small caps.With three each, that means you’ll get 9 tips and tools to add to your investment process (if you aren’t already using them). With examples of companies to match!Companies discussed in this podcast include:Energy One (ASX: EOL), Pointerra (ASX: 3DP), Xero (ASX: XRO), Alcidion (ASX: ALC), Skyfii Ltd (ASX: SKF), eRoad (ASX: ERD), Catapult (ASX: CAT), Pro Medicus (ASX: PME) & Konect (ASX: KKT).Interview recorded: Thursday April 1st, 2021.At the time of publishing, Owen owned shares of Pro Medicus & Xero.Say g’day to Owen, Mark & Andrew:Owen’s TwitterMark’s TwitterAndrew’s TwitterJoin Owen’s Rask InvestCoffee MicroCaps newsletterStrawman websiteFULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies.ABOUT THIS EPISODEThis episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning.Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success.Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance.In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy.FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

This top Australian Investors Podcast episode features Claude Walker from A Rich Life. Claude is an independent journalist and former investment analyst who is passionate about small cap and ethical investing.He believes one of his key investment edges lies in identifying management teams that are either very high quality or very poor.In this conversation we talk about some simple (and less than simple) strategies to identify management teams with talent and integrity, in particular small-cap companies on the ASX.Strategies discussed includes: Management communication Assessing incentives of key people What skin in the game?! Good horses versus good jockeys Management teams with technical skills Using management signals confirm business fundamentals Claude says, “actions can confirm what you thought was happening in the numbers” Spotting and interpreting management accounting tricks We also talk about PR agencies and the problem with incentives in today’s era of investment news and regulation. Be careful where you get your financial “news”.Companies discussed: @43:00 - OneView Health (ASX: ONE) and the recent (and a little concerning) agreement with the S3 Consortium. Neither Owen nor Claude have any interest in this company (long or short). We just found this agreement very bizarre. Pro Medicus Ltd (ASX: PME) MyDeal (ASX: MYD) Nanosonics Ltd (ASX: NAN) Commonwealth Bank (ASX: CBA) (in passing) Okta Inc (NASDAQ: OKTA) Corum Group (ASX: COO) Urbanise.com (ASX: UBN) Monash Health (ASX: MVF) Keep up to date with Claude’s work at A Rich Life:A Rich Life websiteOwen’s prior episode with ClaudeSay g’day on Twitter: Owen Rask Claude Walker At the time of writing, Owen Raszkiewicz owns shares of Okta and Pro Medicus. Recorded Wednesday Wednesday, March 17th. FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Phan is the Portfolio Manager of Castlereagh Equity. Many Australian investors already know Peter from his time blogging and due to his activity on Twitter.This podcast is epic, unfiltered, barely edited and raw. I barely edited this audio file.It took place remotely, so the audio file is a little rough. Consider wearing your headphones.You’ve probably seen this episode come up in your feed and noticed this podcast is also the longest I have ever recorded. My wife said I should break it up into parts. However, if I did that, it would the diehard investors and learners may miss the deep signal Peter covers during the next two and a half hours.In this conversation, Peter covers everything from card counting and probability, mental models for analysing management or yourself, valuations and modelling outcomes, including examples in United Overseas Australia (ASX: UOS) and Data#3 Ltd (ASX: DTL).@60 minutes - how Peter investsIn the first 60 minutes Peter sets the groundwork for the entire conversation. If you’re most interested in how he invests and the models he applies to his investing, jump forward to around 60 minutes into the conversation.At the very end of the conversation, around 2 hours and 26 minutes in, Peter answers three questions, including is it ok for non-investors to follow the efficient market hypothesis and invest passively, does an investment committee work and does a fund manager need business experience? His answers are fascinating.I hope you stick around for the full discussion and as always I hope you enjoy this conversation with Peter Phan of Castlereagh Equity.Companies mentioned: United Overseas Australia (ASX: UOS), Data#3 Ltd (ASX: DTL)Resources: Join Rask Invest - Click here The Value Investor Program (online) The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Back by popular demand, on this episode of The Australian Investors Podcast, Drew Meredith, CFP, a financial adviser from Wattle Partners, and Owen Raszkiewicz, Chief Investment Adviser and analyst for Rask Australia bring you their best and worst ASX reporting season stock stories.Drew and Owen each pick their best and ‘worst’ ASX stock reports for the month of February 2021.ASX shares profiled in this podcast include:@2:45 Seek Limited (ASX: SEK)@6:30 Envirosuite Ltd (ASX: EVS)@13:30 a2 Milk Company Ltd (ASX: A2M)@19:30 RPMGlobal Ltd (ASX: RUL)@24:30 Wesfarmers Ltd (ASX: WES)@29:30 EML Payments Ltd (ASX: EML)@33:00 Macquarie Group Ltd (ASX: MQG)@36:30 Pinterest Inc (NYSE: PINS)Resources: Join Rask Invest and see what Owen is buying - Click here Get in touch with Drew - click here to email Drew Disclosure: at the time of writing, Owen owns shares of Pinterest, EML Payments and RPMGlobal. The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Anirban Mahanti is an Investment Advisor at 7Investing, and formerly the Director of Research at The Motley Fool Australia.Anirban’s story is grounded in technology, software and machine learning, having spent the early part of his career as an academic working on complex problems ranging from distributed data to video on demand.During the first 30 minutes or so of this conversation, we talk about Anirban’s backstory before diving into the really juicy stuff, like the competitive advantage afforded to investors with a tech or engineering background, the flow of innovation through research and how that intertwines with investing, how Anirban values stocks, builds a portfolio and more. Then we end with some rapid-fire investor and technology-focused questions, such as: The emerging technologies Anirban is most excited about The most overrated innovative company (hint: it’s from Australia) Why Apple has staying power The most innovative companies and what defines them, including Apple and Tesla And, of course, we conclude with Anirban’s three pieces of advice to his younger self.Some companies mentioned in the podcast include: Tesla, Apple, Google/Alphabet, Audinate, IBM, CSL and a few others in passing.FULL SHOW NOTES: https://bit.ly/2PRUgMVVisit 7investing: https://7investing.com/Owen's resources: Get Owen's full analyst training & view memberships Get in touch with Jamie or Drew - click here to reach Wattle The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation of The Australian Investors Podcast, Owen Rask talks to Luke “Wini” Winchester, the Emerging Companies Portfolio Manager at Oracle Investment Management and prolific small-cap investor on Twitter, Strawman and (formerly) Hot Copper.This is a brilliant conversation for small-cap investors on the ASX and global markets. Luke walks us through how he gets an edge in researching small, micro and nano cap stocks on the ASX. A few of my — Owen here — key takeaways include Luke’s use of automated and semi-automated (and free) tools to track company recruiting on Seek.com.au or Indeed, sales managers on LinkedIn, and how (and why) to do your own thorough channel checking.Luke also shares: The steps he took to rapidly up-skill his knowledge of finance and investing in small cap shares How to get an insider or management to share the important data points with you (the investor) need to know Why it’s vital to build a network of good investors (even if you don’t know them) The importance of asking “dumb” questions to other small-cap investors Techniques for interviewing management, including being prepared for first contact Get in touch with Luke: Strawman profile Oracle IM - Luke’s fund Twitter account Other resources: Strawman - get a free account Shareidea.com.au Disclosure: At the time of publishing, Owen owns shares of RPMGlobal. Rask Australia recommends shares of Laserbond, XRF Scientific and RPMGlobal. Please see Luke’s website(s) for his disclosure. DISCLAIMER: This video 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

Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG.Timestamps: @3:15: the FANG+ ETF - an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it's so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture. @13:30: the case for gold & ETF Securities' GOLD ETF - Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019. @29:30: the TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage. All episode show notes: http://bit.ly/Australian-Investors-Podcast |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

What is an ethical investment? And what do investors (or your clients) want to be invested in?The Rask team recently asked our Australian investor base what they believed is an ethical investment and what isn't. We summarise the key ethical and ESG findings in this episode of AIP.In this episode of The Australian Investors Podcast, Owen is joined by Max Wagner, an analyst for Rask Australia. Max is responsible for covering ETFs and helping our team build and design model portfolios for our premium membership services. ||TAKE THE SURVEY (AND SEE THE RESULTS): https://forms.gle/d1rFWpBz5hNut2Li8 ||All episode show notes: http://bit.ly/Australian-Investors-Podcast |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 | Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have on the show given his contributions to the world. He has pioneered the idea of effective giving and shares the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism.This episode comes from our popular Australian Finance Podcast series, a series aimed at educating people to make the most of their finances and start investing.Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book |SHOW NOTES: http://bit.ly/Australian-Investors-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |ETF Securities 5G Investing Report: https://go.etfsecurities.com.au/l/533502/2020-10-21/8cjyd4 |Get access to Owen’s free investment research reports, online investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |Get in touch with us at podcast@rask.com.au or on Instagram @raskaustralia |DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice Learn more about your ad choices. Visit megaphone.fm/adchoices