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Investment pitch episodes

Get the latest ASX and global stock pitch from a fund manager, learn what assets and investments the experts are making, on the Australian Investors Podcast.

Stock Pitch: Jack Henry & Associates (NASDAQ:JKHY), with Aoris’ Stephen Arnold

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iTunes – Spotify – Castbox – YouTube  On the episode: 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 Jack Henry & Associates (NASDAQ: JKHY), a US-based banking payments software company with an enviable track record. This episode follows Stephen’s pitch for Accenture Plc (NYSE: ACN) – watch it here. Show notes: Aoris website & holdings Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Stock Pitch: Accenture Plc (NYSE:ACN), with Aoris’ Stephen Arnold

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iTunes – Spotify – Castbox – YouTube  On the episode: 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: Aoris website & holdings Don’t forget to leave us an iTunes review if you enjoy our interview. It helps me attract more great guests.

Barbell portfolio construction & an ASX mining stock – Ft. Datt Capital

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iTunes – Spotify – Castbox – YouTube  On this episode: 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. Resources: Datt website  Datt twitter  Datt write-ups on Adriatic: Adriatic metals a mineral growth story Adriatic metals an addendum Adriatic metals the next steps Previous episodes with Emanuel: 1 Small Cap Stock, with Datt Capital Stock Pitch: Emanuel Datt | Datt Capital Emanuel Datt – Family

Stock Pitch: Matt Joass | Maven Funds Management

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On this episode: In this Stock Pitch episode of The Australian Investors Podcast I chat with Matt Joass, CFA, Chief Investment Officer at Maven Funds Management. Matt provides his take on the COVID-19 recovery and why it could come quicker than many investors expect here in Australia. Matt also provides an overview of Pushpay (ASX:PPH) and a2 Milk Company Ltd (ASX: A2M). Learn more about Matt:  Maven Funds website How to catch a monster  Pushpay: The art of the deal

Investors Podcast - owen share idea

Owen’s stock pitch on The Australian Investors Podcast

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Tune in now:  iTunes – Spotify – Castbox – YouTube  On this episode: In this episode of The Australian Investors Podcast, Owen pitches one of his favourite ASX small-cap share ideas. Normally, this type of research and due diligence is reserved for Rask Invest members, so soak it up. In this episode, Owen covers: His investment philosophy, including: Circles of competence Management teams with integrity, energy, and talent Competitive advantages or moats Large (and growing) total addressable markets (TAMs), and Reasonable valuations The investment process he follows for the Rask Invest investment research service How he found a little-known ASX small cap company, and some of the tricks you can use to find one just like it Finally, Owen’s pitches his stock to you! Don’t forget to subscribe to the Australian Investors Podcast on YouTube so you never miss a video. Date of recording: April 3, 2020 Disclosure: At the time of publishing, Owen owns shares … Read more

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