On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing’s Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life.
iTunes – Spotify – Castbox – YouTube
Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc’s (NYSE: PINS) quarterly result, Anirban’s decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd’s (ASX: PME) valuation and more.
Talking points (approx. timing):
@5:00 – Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC)
@20:00 – Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load.
@30:00 – Vertical & horizontal SaaS stocks – how to pick SaaS winners
@40:00 – Pro Medicus Ltd (ASX: PME) – buy, hold or sell?
@47:00 – Tyro Payments Ltd (ASX: TYR) – down 20%, what’s happened?
@53:00 – Peloton Interactive (NASDAQ: PTON) – down 30%, why?
@60:00 – Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY)
@1:04:00 – Pinterest Inc (NYSE: PINS) 3Q21 – what you need to know
@1:08:00 – IntelliHR (ASX:IHR) – Claude Walker’s take on IHR’s capital raise
Owen’s disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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