How overvalued is Pro Medicus (PME), Peloton (PTON) falls 30% & selling (some) TSLA, ft. Claude Walker & Anirban Mahanti

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By Rask Australia. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
On The Australian Investors Podcast this week, co-hosts Owen Rask & 7Investing's Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life.

WATCH IT ON YOUTUBE: https://youtu.be/WBSImbrFI2s

Anirban, Owen and Claude discuss results from Cloudflare Inc (NYSE: NET), the latest in ASX news, Pinterest Inc's (NYSE: PINS) quarterly result, Anirban's decision to sell some Tesla Inc (NASDAQ: TSLA), Pro Medicus Ltd's (ASX: PME) valuation and more.

Talking points (approx. timing):
@5:00 - Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC)
@20:00 - Sell Tesla Inc (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load.
@30:00 - Vertical & horizontal SaaS stocks - how to pick SaaS winners
@40:00 - Pro Medicus Ltd (ASX: PME) - buy, hold or sell?
@47:00 - Tyro Payments Ltd (ASX: TYR) - down 20%, what's happened?
@53:00 - Peloton Interactive (NASDAQ: PTON) - down 30%, why?
@60:00 - Cloudflare Inc (NYSE: NET) continues to dominate Fastly Inc (NASDAQ: FSLY)
@1:04:00 - Pinterest Inc (NYSE: PINS) 3Q21 - what you need to know
@1:08:00 - IntelliHR (ASX:IHR) - Claude Walker's take on IHR's capital raise

Owen's disclosure: At the time of recording, Owen owns shares of Smartpay, Pro Medicus, Apple, Pinterest & Xero. The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


Visit Claude at A Rich Life: https://www.arichlife.com.au

Take one of Rask's intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.


If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).


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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: 5th November 2021

152 episodes