Australian Investors Podcast

Stephen Arnold of Aoris Asset Management joins Owen Rask for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Jack Henry & Associates Inc (NASDAQ: JHKY), the global IT consulting business.SHOW NOTES: https://bit.ly/Jack-Henry |Watch the video version: https://bit.ly/Rask-YouTube |Get access to Owen’s free research reports, investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |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

Cameron Brownjohn is the CEO of Federation Asset Management, a private equity investment company focused on three primary buckets, including sustainable infrastructure & renewable energy, real estate for the healthcare, social and education sectors, and growth-style private companies.The conversation goes to places we haven't covered before, so Cameron uses many examples and anecdotes. I hope you enjoy this conversation with Cameron Brownjohn, CEO of Federation Asset Management.SHOW NOTES: http://bit.ly/CameronBrownjohn- |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |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

Aoris Asset Management's Stephen Arnold, CFA, joins Owen for a Stock Pitch episode on The Australian Investors Podcast. In this episode, Stephen talks through his thesis on Accenture Plc (NYSE: ACN), the global IT consulting business.SHOW NOTES: https://bit.ly/Stock-Pitch-Accenture |Watch the video version: https://bit.ly/Rask-YouTube |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |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

Michael Goldberg is the Founder & Portfolio Manager of the Collins St Value Fund, a funds management company based in Melbourne.Michael’s history as an investor and adviser culminated with the launch of their own fund in 2015. His style of investing can be characterised as high conviction and contrarian, meaning he and Vas back themselves into ideas that others would find uncomfortable. Michael prides himself on his team’s boots on the ground due diligence which, as we explore in the podcast, can result in more than a few interesting stories.Michael’s entrepreneurial tendencies and business savviness began long before he became a professional investor. For example, Michael started his own disruptive cleaning business in Israel after seeing an opportunity whilst he pursued his studies.This episode is rich with lessons for life, investing, the research process, money and business. I’ll listen back to this one a few times. I hope you enjoy it.SHOW NOTES: https://bit.ly/Michael-Goldberg |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |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.c Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast Owen talks with Per Amundsen of ThinkTank Commercial Property Finance. ThinkTank provides investors exposure to commercial property debt, by extending credit to borrowers such as business owners, SMSFs and development companies.This is a unique episode in the series thus far because it's a new asset class for the series, the company Per helped build is one of just a few in Australia and it serves both sides of the ledger.In this episode Owen and Per discuss: Per's journey from Canada to Australian banking How and why commercial property debt is receiving a lot of investor interest How funds like ThinkTank provide exposure to investors at different parts of the capital stack The risks involved in commercial debt investing COVID-19's impact on commercial and residential property, as well as retail-specific sectors; and The opportunity in industrial property SHOW NOTES: https://bit.ly/Per-Amundsen |Take Owen’s free investing courses & hear first about new podcasts and promotions: https://bit.ly/master-investing |PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality.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

This is a special episode of The Australian Investors Podcast. In it, Owen shares an exclusive CEO interview with Ralph Highnam from Volpara Health Technologies Ltd (ASX: VHT), one of the 10 companies chosen for our Rask Rockets 2020 program.Click here to get the free report and register: https://bit.ly/rockets20podImportant Disclaimer: The information in this podcast series contains general financial information/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. 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

This episode of The Australian Investors Podcast features Robert Millner, the Chairman, director and major investor in Washington H. Soul Pattinson and Brickworks amongst many other great Australian companies.This is one of my favourite conversations ever recorded for The Australian Investors Podcast because it is filled with simple, actionable insights everyone can pick up and apply to their investment process. Owen and Robert talk about: The story behind Soul Patts & its investment process How to find great managers and visionary leaders Intergenerational wealth creation and the family secrets to building a 100-year-old company Why dividends are crucial to Millner's investment process Rob's favourite books The money and investing advice Rob would give to himself We believe this is probably the most important investing podcast episodes in Australia. If you're serious about investing and making money for your kids. And their kids. This is a must-listen.SHOW NOTES: https://bit.ly/Robert-Millner |Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing |PLEASE NOTE: This episode was recorded remotely, we apologize for any inconvenience with the audio quality.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

On this episode of The Australian Investors Podcast, Owen speaks with Henrik Andersson, the Founder and Chief Investment Officer of Apollo Capital, a specialist crypto assets fund based in Melbourne.Crypto assets, digital currencies and blockchain technologies can be easily misunderstood in the investments community and society more broadly. In addition to sharing his story, Hendrik takes us on a journey to: Discover more about crypto assets The basics of open-source software and Bitcoin's (BTC) foundation How to understand the blockchain Decentralised finance and other use-cases of blockchain systems Portfolio construction with crypto Valuations of crypto assets versus gold, and Some of the more novel applications we're likely to see in the sector If you believe in a world where 'trustless' systems, distributed ledgers and digital currencies will play an increasing role in our lives, this is the episode for you. It's also a great primer on crypto assets for financial advisers, investors and people new to cryptography.SHOW NOTES: https://bit.ly/Henrik-ShowNotes |Take Owen’s free investing courses & hear first about podcasts and promotions: https://bit.ly/master-investing |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

Lawrence Lam is the Founder and Chief Investment Officer of Lumenary Investment Management, a boutique funds management business that invests solely in founder-run companies. Despite launching his fund in 2017 Lawrence has kept a very low profile, so I’m very glad I got this opportunity to speak with him.Lawrence is one of the brightest young thinkers I’ve come across. He is at ease blending mathematics, actuarial science, law, technology and investing into a concise thought and process. In this video and audio episode, Lawrence and I talk about his experience living with an entrepreneurial father, investment banking, inequality, valuation, turnarounds and, of course, the founder’s spirit. This is an episode I’ll listen to again, at least a few times.All show notes & resources: https://bit.ly/Lawrence-LamThe 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 I’m joined again by Emanuel Datt, of Datt Capital. In this episode we talk about portfolio construction, the benefits of unlisted debt, assessing management teams and a mining development company called Adriatic Metals. I hope you enjoy this discussion with Emanuel from Datt Capital.All show notes & resources: https://bit.ly/datt-show-notesThe 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