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Is Tesla still overvalued? Kelly Partners controversy, and Platinum’s latest twist

In this week’s episode, Owen and Drew dive into the Kelly Partners share placement drama, explain what’s really driving interest rate expectations globally, and run a hands-on valuation for Tesla using TIKR. Plus, they review Platinum Asset Management’s merger news, discuss energy software company RPMGlobal, and give a light-hearted update on their fantasy portfolios.

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About this episode

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

  • Kelly Partners’ controversial share placement without disclosure
  • Interest rate expectations in Australia, the US and Europe
  • A hands-on Tesla valuation (with a lot of laughs)
  • Platinum Asset Management’s surprise merger

 

If you love learning about company analysis, valuations and global investing trends, subscribe to the Australian Investors Podcast on ⁠Apple⁠, ⁠Spotify⁠, or ⁠YouTube⁠!

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Topics Covered

  • Kelly Partners’ undisclosed share issuance and what Section 6D.2 really means
  • Where interest rates are heading globally & the RBA’s next moves
  • Tesla valuation: is 100x PE crazy or justified for Elon’s empire?
  • Platinum Asset Management’s merger with L1 Capital: good, bad, or desperate?
  • Bonus: Origin, Energy One & Drew’s real estate incentive breakdown

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