Site menu

Search by ticker code:
Generic filters

Menu

Search by ticker code:
Generic filters

Search by ticker code:
Generic filters

Angus Donohoo on lessons from Kerr Neilson, and dating apps versus pokies

Angus Donohoo is an analyst from Intelligent Investor. In this Australian Investors Podcast episode, Owen Rask talks with Angus about dating apps, his time with Kerr Neilson and technology.

Listen to the podcast now

Play Video

Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences. In this detailed and entertaining Australian Investors Podcast episode, our Chief Investment Officer, Owen Rask, talks with Angus about:

  1. Why dating apps (such as Tinder and Match Group, etc.) are more like pokies than social media networks
  2. What Angus learned from working with Kerr Neilson
  3. Lessons learned, particularly around position sizing, and
  4. The rise of AI stocks and who wins

Angus Donohoo podcast talking points

Angus, a really interesting way to weave your background into our conversation could be to start out through the lens of dating apps. Can you walk us through your first exposure dating apps, as well as the industry landscape / scene for listeners of what they are, how they monetise, and why they exist?

Whilst you were in Hollywood, you got involved in the cryptocurrency scene. What were you doing?

How did you come to be involved with Kerr Neilson?

I’m sure you have been asked this before, but if you had to pick 2-3 things that Kerr taught you about companies, compounding or “stocks”, what would they be?

In an article on Intelligent Investor recently, John Addis asked the analysts including yourself to reflect on your greatest investing lessons learned. You said,The most critical lesson I’ve learnt in investing is not to over-index to any individual lesson.” Expand on that for us.

The second lesson was: “…not to mis-size your bets.” Talk us through that.

If you could build a recipe for position sizing, what ingredients would you throw into it?

If we circle back to dating apps, the shares of the biggest companies have been whacked. Including Match. Why do you own them? And what do you think other investors get wrong?

I know you spend a lot of time immersed in technology trends and ecosystems. Do you think Microsoft or Nvidia is a better bet on AI over 3 years? Why? What about over 10 years?

Finally, if you could go back in time and tell yourself one thing about money, finance, business or investing, what would it be?

If you ❤️ this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below 👇

Podcast resources

InvestSMART, the owner of Intelligent Investor, is a long-term advertising sponsor of Rask podcasts.

SAy g'day to these 👇

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Search by ticker code:
Generic filters

Stocks mentioned

Like Rask podcasts? Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 50,000 Australians on Rask’s mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Skip to content