A stock-picking checklist, Apple's new car & Altium (ALU) update | ft Anirban Mahanti & Owen Rask


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Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing's Dr Anirban Mahanti talk Apple's (NASDAQ: AAPL) new car and Altium's (ASX: ALU) AGM update.

At the beginning of the show, Anirban & Owen also share some of their tips for using a stock-picking checklist.

Here's a sneak peek at Owen's checklist:
  • Is the business Founder or family-run (ARB, Reece, Okta, PWR, etc. the list of great returning founder-led and family-led businesses goes on.)
  • HR review ratings (my former employer is the Motley Fool, which champions culture, and it was/is obvious this was a core competitive advantage. Use Glassdoor (US) or Seek (Aussie) for reviews.)
  • History of execution (Apple - it's buying back stock, executing, there's not ballooning shares on issue, margins are stable while revenue is growing. Capital position is also a reflection of the practices of former (or current) management.)
  • Growing TAM & rising through an "S-Curve" (The Trade Desk is a good one. Finding these companies means faster-growing revenue in absolute terms, and no need for acquisitions, etc.)
  • Does the business have pricing power? (Xero is a good example. This can be intangibles, customer acquisition, etc.)

Talking points (approx timing):
@15:00 - Checklist investing
@38:00 - Altium's AGM
@46:00 - China's slowdown - what does it mean for Australian investors?
@52:00 - An EV bubble and Apple's autonomous car

Join in the LIVE ASX share investing conversation on YouTube, directly with Owen Rask & Anirban Mahanti, to learn more about investing.

Watch the video version on the Rask Australia YouTube page.

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Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded: 19th November 2021

152 episodes