In this Australian Investors Podcast episode, your hosts Owen Rask and Ryan Newman (The Motley Fool Australia) discuss:
- Three ASX & US stocks Ryan owns
- The importance of narrative in valuation models
- Key lessons from the COVID crash and recent volatility
- Can AI replace human analysts and valuation work?
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Topics Covered
- Do optimists or pessimists make more money in markets?
- What Ryan learned during the COVID crash
- Can AI do better valuations than humans?
- Ryan’s 2-day process for researching a stock like ARB
- 3 stocks Ryan owns: WiseTech (WTC), Chrysos (C79), Axon Enterprise (AXON)
- Final thoughts & how to approach long-term investing