In this episode of The Australian Finance Podcast, Owen Rask shares three standout US companies he’d love to own — but doesn’t… yet.
He breaks down:
– Why Costco is a masterclass in customer loyalty and value
– How Intuitive Surgical is leading the robotic surgery revolution
– Why American Express continues to be a financial powerhouse
Owen explores each company’s business model, growth, and competitive edge — and explains why he’s watching from the sidelines (for now).
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Topics Covered
– Why most great companies aren’t the ones you see in headlines
– Company breakdown: Costco (COST)
– Costco’s secret sauce: value, efficiency, and hot dogs?!
– Company breakdown: Intuitive Surgical (ISRG)
– How robots are transforming modern surgery
– Moats, margins, and machine sales: why ISRG dominates
– Company breakdown: American Express (AXP)
– How AmEx thrives despite high fees and competition
– Warren Buffett’s $41B bet on AXP
– Why valuation still matters (and what Owen’s waiting for)
– Watchlist investing: when great companies are too expensive
– ETFs vs individual stocks: what Owen prefers
