In this Australian Investors Podcast episode, your hosts Owen Rask & Drew Meredith discuss:
- RPMGlobal takeover talk and why the market moved
- WiseTech’s growth and Owen’s $10k ASX top-10 bet
- Reporting season: Woolworths vs Wesfarmers, Qantas’ profit and debt
- Investor mindsets: recency bias, options, private credit and practical ETF liquidity
Owen Rask and Drew Meredith cover RPMGlobal’s takeover rumour, WiseTech’s ASX top 10 push, Woolies’ dividend cut and key reporting season results.If you love learning about long-term investing, Aussie equities and ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
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Topics Covered
- RPM Global (ASX:RUL): trading halt, takeover rumours and what the software really does for miners
- WiseTech (ASX:WTC): growth runway, valuation vs earnings power and the ASX top-10 wager
- Reporting season: Woolworths’ dividend cut, Wesfarmers’ mix, healthcare laggards, Qantas’ record profit and debt path
- Final thoughts & how to learn more: distributions vs dividends, options’ hidden costs, private credit risks, bullion as a hedge, ETF liquidity and market makers
