On the Australian Investors Podcast this week, analysts Owen Rask & 7Investing’s Dr Anirban Mahanti Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing’s Dr Anirban Mahanti talk Apple Inc’s (NASDAQ: AAPL) new car nd Altium Limited’s (ASX: ALU) AGM update.
iTunes – Spotify – Castbox – YouTube
At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist.
Here’s a sneak peek at Owen’s checklist:
– Is the business Founder or family-run (ARB, Reece, Okta, PWR, etc. the list of great returning founder-led and family-led businesses goes on.)
– HR review ratings (my former employer is the Motley Fool, which champions culture, and it was/is obvious this was a core competitive advantage. Use Glassdoor (US) or Seek (Aussie) for reviews.)
– History of execution (Apple – it’s buying back stock, executing, there’s not ballooning shares on issue, margins are stable while revenue is growing. Capital position is also a reflection of the practices of former (or current) management.)
– Growing TAM & rising through an “S-Curve” (The Trade Desk is a good one. Finding these companies means faster-growing revenue in absolute terms, and no need for acquisitions, etc.)
– Does the business have pricing power? (Xero is a good example. This can be intangibles, customer acquisition, etc.)
Talking points (approx timing):
@15:00 – Checklist investing
@38:00 – Altium’s AGM
@46:00 – China’s slowdown – what does it mean for Australian investors?
@52:00 – An EV bubble and Apple’s autonomous car Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.
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Say “Howdy!” to Anirban on Twitter
Watch the video version on the Rask Australia YouTube page.
Owen’s disclosure: At the time of recording, Owen owns shares of Apple, Xero, Altium.
