The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about ...
3 small caps with competitive advantage, low churn & great runways
In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, speaks with Rob Miller, Portfolio Manager at NAOS Asset Management, about 3 ASX shares with long-term growth potential.
If you like small-cap investing, or stocks in general, you'll get the names and analysis of 3 quality ASX shares for long-term compounding: Dropsuite Ltd (ASX: DSE), Hancock & Gore Ltd (ASX: HNG) and Objective Corp Ltd (ASX: OCL).
If you like this Australian Investors Podcast episode on 3 ASX shares, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
00:42 How experts prepare for ASX reporting season
16:27 Why analysing management matters
19:55 An analysis of 3 ASX shares:
21:00 Hancock & Gore (ASX: HNG) analysis
31:58 Dropsuite Ltd (ASX: DSE) analysis
40:38 Objective Corp Ltd (ASX: OCL) analysis
Resources for this episode
FREE - register for the NAOS upcoming event
Ask a question (select the Retirement podcast)
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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
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56:25
Deep-dive with Aussie Broadband CEO Brian Maher
How did a regional Victorian start-up called Aussie Broadband take on Telstra (ASX: TLS)... and win customers over? Is customer service a competitive advantage?
In his first-ever long-form interview, Aussie Broadband CEO, Brian Maher, joins your host Owen Rask, Chief Investment Officer of Rask Invest, in telling us about the company's incredible journey of growth, resilience, strategy and customer service.
Topics covered in this Aussie Broadband deep dive:
Origin story >> 700,000 customers - how?
A primer on 'how the internet works' and key players
Customer service as a competitive advantage
"A hatred for anything that resembles bullsh*t"
Aussie's M&A strategy
~~ Episode resources ~~
ASX filings & annual report: https://www.aussiebroadband.com.au/investor-centre/
Become an Aussie customer: https://www.aussiebroadband.com.au/customer/?utm_source=RASK
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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48:46
9 books and investing resources we absolutely love in 2025
What are the best books for investing, business and... life?
In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions and discuss their favourite investing books for 2025 and beyond.
Don't forget, throughout January you can ask us all types of questions by using our online Q&A form:
Ask a question >> https://bit.ly/R-quest
Books mentioned:
Zero to One (Paypal founder) - https://www.amazon.com.au/Zero-One-Notes-Startups-Future/dp/0804139296
The Ulysses Contract (index investing) - https://www.amazon.com.au/Ulysses-Contract-never-worry-market/dp/1922611603
The Undoing Project (behavioural finance) - https://www.amazon.com.au/Undoing-Project-Friendship-Changed-Minds/dp/0393254593
How not to lose $1 million dollars (ASX stock picking) - https://www.amazon.com.au/How-Not-Lose-Million-investing/dp/1923186035
Simon Sinek (Leaders Eat Last) - https://www.amazon.com.au/Leaders-Eat-Last-Together-Others/dp/0670923176
Poor Charlie's Almanack (Charlie's tribute) - https://www.amazon.com.au/Poor-Charlies-Almanack-Essential-Charles/dp/1953953239
Greenlight (matthew's voice) - https://www.amazon.com.au/Greenlights-Matthew-McConaughey/dp/0593139135
Annuities episode on The Australian Retirement Podcast (out soon): https://www.raskmedia.com.au/podcasts/australian-retirement-podcast/
Die with Zero book (longevity and spending) - https://www.amazon.com.au/Die-Zero-Getting-Your-Money-ebook/dp/B07T5LSF1J
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
~~ Episode resources ~~
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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37:44
How Equity Mates was built, Ren's #1 media company in the world and where we are in ETFs
In this Australian Investors Podcast episode, Owen Rask speaks with Alec Renehan, co-founder of Equity Mates Media, about the business he and Bryce have built, the future of media and his favourite interviews.
Topics covered today:
How Ren asks the right questions, in any context
Ren's story & how Equity Mates came to be
The media company Ren would buy
Where we are in the rise of ETFs
Where we are in the rise of podcasting
~~ Episode resources ~~
Tune into Equity Mates, Get Started Investing: https://equitymates.com/get-started-investing/
Bryce & Ren's book: https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Qiao Ma, Portfolio Manager of the Munro Partners Global Small and Mid Cap Fund, joins Owen Rask on The Australian Investors Podcast to discuss:
1. What it takes to find killer stocks
2. How Qiao survived the GFC
3. Why founders tend to win
4. The importance of 'control' in long-term investing
5. Munro's investment process
6. Qiao's two pieces of advice to her younger self
Episode resources:
Munro Partners
Nick & Owen's discussion
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast/