In this episode of The Australian Finance Podcast, Owen Rask and Hugh Dive from Betashares each bring 3 of their favourite US stocks to the table — and finish off with an ETF that gives you exposure to all of them.
They unpack:
- Broadcom, Intuit, Adobe, Palantir, Netflix, and PepsiCo
- How these companies make money and what makes them so special
- Whether you should buy individual shares or just use an ETF like NDQ
- The growing importance of AI, recurring revenue, and global scale in investing Whether you’re into tech, snacks, or software-as-a-service, there’s something here for every long-term investor.
Topics Covered
- Hugh’s pick #1: Broadcom
- AI-powered chipmaker & infrastructure software giant
- Owen’s pick #1: Intuit – From TurboTax to Mailchimp & SMB software dominance
- Hugh’s pick #2: Palantir – Defense contracts, data & AI + Walmart use case
- Owen’s pick #2: Adobe – The creative monopoly, AI tools & killer margins
- Hugh’s pick #3: Netflix – From DVDs to global streaming and advertising
- Owen’s pick #3: PepsiCo – Snacks, soda & steady compounder with 3% dividend
- Why these companies are long-term compounders
- One ETF that owns all 6: Betashares NDQ (Nasdaq 100)
- Why NDQ might be a better option than buying individual shares
- ETF vs individual stock investing
- Key lessons for diversifying your global portfolio
- Tax benefits, performance, and why NDQ is Hugh’s favourite
