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Xero’s ARPU surge, Tesla’s rally & ETF portfolio lessons with Drew Meredith

In this episode, Owen Rask and Drew Meredith discuss Xero’s financial performance and subscriber growth, Tesla’s surprising PR stunt with Donald Trump, and what the recent pullback teaches us about position sizing, rebalancing, and emotional investing.

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About this episode

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:

  • Xero’s surprise earnings and strategy shift

  • Tesla’s 40% rally and the White House showroom moment

  • Lessons from ETF portfolio declines: GUS, KKR, and Vulcan

  • Why global diversification and position sizing matter more than ever

If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

  • Welcome & Introduction

  • Drew’s DSA conference recap & financial planning insights

  • Xero’s 23% revenue growth & $640m EBITDA

  • ARPU up 15% – Xero’s subscriber monetisation thesis

  • Tesla’s PR stunt with Trump, 40% rally & sentiment shift

  • Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage

  • Why position sizing and frameworks matter in volatility

  • Will rates fall before March? Drew’s prediction & RBA talk

  • ETFs and markets outlook – gold, AI, and the S&P 500

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