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I firmly believe that being good at long-term investing is as much about 'the artful' as it is about 'the science'. However, too much of one and not enough of the other can lead you astray.For example, if you believe the best way to invest is to take 5 stock valuation ratios and buy the shares, you will be rudely surprised. Conversely, if you disregard profitability or management's capital allocation, your portfolio will probably become the graveyard of empty promises.Stepping backward for a moment, if we also consider that investing is also a deeply personal endeavour, we then have to appreciate behaviour plays a very big role in our outcomes. Since every human being is fallible, even Warren Buffett or Elon Musk, using some type of scientific rule to keep us on track is important.For me, using an investment checklist that allows me to filter companies, track my results and improve over time is paramount. I use a 5-point investment checklist (which is included as a PDF in the show notes) to remind me that I'm looking for companies I understand, with competitive advantages, good management, some growth -- and a reasonable valuation.When it comes to individual companies, I use another checklist. The full checklist includes 40-50 different points, targeting these 5 areas. We built the checklist using our experience in finding good companies and also from our failures. The checklist helps us score companies across every one of our 5 areas, while also spotting for errors.In the show notes, I have included a small snippet of the checklist. This snippet only shows one part of the checklist, on a company's product, and gives you an illustration of what we do. I cover the full checklist, using examples like ARB Corp (ASX: ARB), Xero Limited (ASX: XRO) or Magellan Financial Group (ASX: MFG), in our Value Investor Program.Access the Value Investor Program and use the coupon code "bootcamp" to save $100 on the joining fee for the full curriculum!Thanks for taking part in our 10-part Investor Bootcamp! Please reach out to me if you have any questions and please leave me a 5-star review on Apple Podcasts. It makes a huge difference in helping people find us.Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 27th of May 2022
Welcome to the fourth episode in Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.In this podcast, Chris Bates and Owen Rask talk about the weaknesses and issues involved in building a big portfolio of properties.This is part 4 of 5 of our property investing mini-series.In episode four, Chris Bates and Owen Rask detail why owning multiple investment properties, over just a couple, can be a problem. The investors discuss:You need high incomesBuilding equity smart is essentialYou'll need trusted advisers: brokers, accountants, advisers & advocatesBuying in quality areas is a mustThere's a need to constantly/carefully manage debt loads throughout the cycleChris also talks at length about interest-only (IO) versus principal & interest (P&I), which property to sell first in case of emergency and why people use SMSFs.Watch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022
🏋️ Click here to download Owen's free Investor Bootcamp training manualIn this Investor Bootcamp episode on The Australian Investors Podcast, Owen and Luke dive into the exciting and often volatile yet fascinating segment of small company investing. After that, Owen and Luke talk about the importance of assessing management teams.Owen asked Luke to prepare his 5 favourite reasons why small company investing is compelling and the 3 questions he always asks management. Here's what Luke Winchester said:Luke's 5 reasons to look at small caps:Less coverage from analysts and media commentarySimpler business models, usually only one product/service and geographyCompanies are usually underearning, so classic valuation metrics (P/E, DCF) don't work well, forcing you to think deeper about business and valuationThere is a bigger variance in outcomes, which means analysis can add more value (when correct!)It's easier to access management, as most small-cap CEO's are happy to chat about their business even with small retail shareholders.Luke Winchester's key questions for management are:Who are your competitors and why would customers choose them?What are the biggest challenges facing the business over the next year or two?How are you judging your performance internally and how can I track that externally?Resources:Luke's first appearance on The Australian Investors Podcast Visit Merewether CapitalFollow Luke on TwitterFollow Owen on TwitterJoin 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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)➜ Get free and premium online investing coursesAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 17th of May 2022
Investing in property for the first time? Want to know how to get started investing in property in Melbourne, Sydney, Brisbane, Perth or Adelaide?Welcome to the third Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 3 of 5 of our property investing mini-series.In episode three, Chris Bates and Owen Rask discuss property investing for the first time, including:1. What is a quality property investment?2. Why it's dangerous to invest in too many properties at once3. Why property investors should focus on growth over income4. The lifestyle benefits of owning just one or two quality properties5. Why buy and hold quality assets worksResources:Owen Rask on Twitter - https://twitter.com/owenraskWealthful website - https://bit.ly/property-seriesWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022
Pete Wargent is one of Australia's leading experts on property investing, wealth creation, financial education and independence, and the economy. He has authored multiple books, and regularly presents at conferences or on television.Most recently, Pete Wargent has gone back into business with his co-founder Doron Peleg to start a property platform known as BuyersBuyers.BuyersBuyers connects you with top Buyer's Agents from around Australia at more affordable rates than the industry.In this podcast, Pete talks us through the idea of the company, what problem they're solving and how the business is coming together. I want to call out that Pete and Doron are currently undertaking a capital raising, so if you're interested in learning more, please reach out to him via the links in the show notes.Resources:Message Pete on Twitter or LinkedInBuyerbuyers websiteBook: Wealth Ways for the YoungPete's first podcast with OwenOwen's TwitterWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 18th May 2022
In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into competitive advantages, otherwise known as "moats".Topics covered include:What is a moat?Morningstar's 5 moat ratings:Network effectsEfficient scaleIntangible assetsCost advantageSwitching costsWhere wide, narrow and no moat companies are foundHow moats are measured (ROIC - WACC)Why the airline industry sucks... capital away from investorsHow dominant wide-moat companies like Microsoft or Xero can grow more powerful as they growSome of companies mentioned include:Xero Limited (ASX: XRO)Microsoft Corp (NASDAQ: MSFT)Qantas Airways (ASX: QAN)Virgin AirwaysFlight Centre Travel Management Ltd (ASX: FLT)Woolworths Ltd (ASX: WOW)Coles Group (ASX: COL)APA Group (pipeline operator)Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystResources:Please see the investor bootcamp for images & graphicsBook: Gorilla Game: Investing in High TechonologyBooks from Porter: Competitive Strategy (1980), Competitive Advantage (1985) and Harvard Business Review’s 10 Must Reads – On StrategyDavid Gardner Snap TestOwen's Value Investor ProgramWhich tools are your favourite? Let us know:Owen’s Twitter: https://twitter.com/owenraskWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 13th of May 2022
Cryptocurrency ETFs are now live and trading in Australia, with ETF providers including ETF Securities and 21 Shares launching their Bitcoin ETF (CBOE: EBTC) and Ethereum ETF (CBOE: EETH).This Australian Investors Podcast episode was recorded in December 2021 and features Kanish Chugh, of ETF Securities, and Ophelia Snyder, co-founder of 21 Shares.This podcast on cryptocurrency ETFs is split into two parts:~3:00 Part 1) Kanish Chugh talks about his firm's two new crypto ETFs, being EETH & EBTC, how crypto ETFs are constructed, custody of Bitcoin and Ethereum, and the security protocols in place.~16:00 - Part 2) 21 Shares' Ophelia Snyder talks about her journey, provides an overview why blockchain technologies exist, how Bitcoin differs to Ethereum, NFTs and the different ways people can buy and hold cryptocurrencies.Resources:Learn more about the Bitcoin & Ethereum ETFsReach out to Owen on TwitterWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: December 2021
Welcome to the second Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates.This is part 2 of 5 of our property investing mini series.In episode two, Chris Bates and Owen Rask discuss upgrading (e.g. from first property to inner city) in detail, including:Do I buy first or sell first?Bridging loans - do they work?Should you buy a house as an investment before you need it?What is a "sister city" and why do they count?Big builds and the "profitless boom":Construction loansRenovationsFixed price contractsResources:Owen Rask on TwitterWealthful websiteWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Get $100 off at checkout using the code: VALUEINVESTOR.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: April 8th 2022
Investing biases are incredibly powerful, so it's vital we understand them. It's only then we can use mental models and frameworks to control or empower, our investing.In this short podcast, I take you through some of the most common and powerful biases, such as confirmation biases, recency biases, linear thinking, loss aversion and more.To learn more about these concepts, I strongly encourage you to take advantage of these resources.Download Owen's Investor Bootcamp training manual: https://bit.ly/rask-analystResources:Investing: The Last Liberal ArtInfluence: The Psychology of PersuasionPoor Charlie’s AlmanackMunger’s speech: The Psychology of Human MisjudgementFarnam St BlogWhich tools are your favourite? Let us know:Owen’s Twitter: https://twitter.com/owenraskWatch the video version on the Rask Australia YouTube page.Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.Get $100 off at checkout using the code: VALUEINVESTOR.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):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 5th of May 2022
Welcome to the Property Investor podcast mini series on The Australian Investors Podcast, featuring Owen Rask and mortgage broker Chris Bates.This is part 1 of 5 of our property investing mini series.In episode one, Chris Bates and Owen Rask discuss:Why property is different to other asset classesThe historical of performance of propertyInflation, rates & propertyHow property investing goes badWhy property is solely a play on capital growthThe taxable nature of property investingResources:Owen Rask on TwitterWealthful websiteWatch the video version on the Rask Australia YouTube page.Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesJoin 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/fsg
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
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 uglyDiscount 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 valuationResourcesMotley 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
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
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 ideasStrawman.com - scuttlebutts and insightsMorningstar.com - research and valuation guides/comparisons, contrary viewsWhale Wisdom - track global fundsStocklight - track your portfolio, access news & reportsNotion - journal, record research, monitor thesisWatch 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
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
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
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
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/owenraskDani’s Twitter: https://twitter.com/au_shareplicityAnirban’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
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 SmartpaySmartpay 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 terminalsThe payments ecosystem in Australia versus New Zealand versus ChinaEFTPOS 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 AustraliaSmartCharge payments versus Merchant Services Fees (MSF)The terminal value of payments companiesThe future of in-store versus online payments - and how omni-channel might impact thisThis 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 BeyondSmartpayDisclosure: 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
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
Comments (3)

P

Judd only has male guests on his podcast. Where is the diversity?

Dec 26th
Reply

M Ps

great episode. very informative. didn't really understand M&A before this.

Aug 30th
Reply

Rob Johnston

love the channel, great work keep it up

Apr 9th
Reply
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