In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith, CFP discuss:
- Endeavour Group (ASX:EDV): is it a buy, sell or hold?
- Oracle’s explosive AI growth and $455 billion in RPOs – What Australia’s biggest super funds are buying — and avoiding
- How to value great businesses like Westfarmers, JB Hi-Fi, and Soul Patts If you love learning about investing, super, stock research and market trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Topics Covered
- Oracle’s massive $455 billion AI backlog and why the stock could be underappreciated
- Endeavour Group’s valuation: cheap for a reason? Pokies, pubs, and no tech stack
- Australia’s biggest super funds — why some balances are lower than you’d think
- Stock picking, valuation gaps, and long-term business quality
