Owen Rask’s most overrated ASX share (and the 1 stock he’d own for 20 years)

About this episode

Owen Raszkiewicz and Drew Meredith discuss overrated ASX shares and long-term investment strategies.

In this Australian Investors Podcast episode, your hosts Owen Raszkiewicz and Drew Meredith discuss why Owen's most overrated ASX share is CSL Limited (ASX: CSL) and reveal the names of the 1 stock they would own for 20 years. - Owen's most overrated stock: why CSL no longer deserves a super rich valuation on the ASX.-NextDC's $1b hybrid deal: The massive capital raise with Canada's La Caisse and what it means for the data centre giant (ASX: NXT). - Guzman y Gomez (ASX: GYG) rockets: Breaking down the fast food chain's 18.6% surge following a strong Q3 update. - Private credit risks: Lessons from the failure of Infinity Pharmacy and what it means for Wesfarmers and Priceline. - Macro updates: The Iran situation, Strait of Hormuz, and NASA heading back to the moon. Listener Q&A: - Investing without researching (the PDS trap). - A beginner's crash course on 'points' and 'bips' (basis points). -The crazy uncle hypothetical: Where to invest a $250k inheritance in a single ASX stock. -Addressing the Magellan Financial Group Ltd (ASX: MFG) and Barrenjoey deal concerns. Resources: - Rask Financial Planning - Get Owen to invest for you - Ask a question (select the Investors podcast)…

People in this episode

Hosts: Owen Raszkiewicz, Drew Meredith

Topics covered

• ASX shares
• investment strategies
• market analysis
• listener Q&A
• private credit risks
• macro updates

Keywords

• ASX
• CSL Limited
• NextDC
• Guzman y Gomez
• private credit
• investment
• macro updates
• listener Q&A

Mentioned in this episode

Organizations: CSL Limited, NextDC, La Caisse, Guzman y Gomez, Infinity Pharmacy, Wesfarmers, Priceline, Magellan Financial Group Ltd, Barrenjoey

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