Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing’s Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life.
The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets. When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more.
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Talking points (approx timing):
@5:00 – Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC)
@20:00 – Sell Tesla (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load.
@30:00 – Vertical & horizontal SaaS stocks – how to pick SaaS winners
@40:00 – Pro Medicus (ASX: PME) – buy, hold or sell?
@47:00 – Tyro Payments (ASX: TYR) – down 20%, what’s happened?
@53:00 – Peloton Interactive (NASDAQ: PTON) – down 30% after-hours, why?
@60:00 – Cloudflare (NYSE: NET) continues to dominate Fastly (NASDAQ: FSLY)
@1:04:00 – Pinterest (NYSE: PINS) 3Q21 – what you need to know
@1:08:00 – IntelliHR (ASX: IHR) – Claude’s take on IHR’s capital raise
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Date recorded: 5th November 2021