About this episode

Owen Rask and Drew Meredith analyze the latest results from major ASX companies during reporting season, focusing on business quality and market implications.

In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dive into the busiest stretch of reporting season and ask what the latest results are actually telling investors. From Woolworths and Coles to WiseTech, GQG, Netwealth, Hub24, Zip and Magellan, the conversation stays focused on the difference between short-term noise and real business quality. They start with Woolworths, where the surprisingly powerful Ooshies campaign opens a broader discussion about pricing power, digital execution and why big incumbents can still surprise the market. That naturally leads into Coles, before Owen and Drew unpack WiseTech's latest result, the softer revenue-growth outlook, governance noise and the key question hanging over CargoWise: is the moat still as strong as investors think? Along the way, they debate whether good news can still send a stock lower, why inflation can flatter reported sales growth, and how investors should separate a big share-price move from a broken thesis. They also compare Woolworths and Coles on market positioning, question whether platform valuations already price in perfection, and touch on Zip, Bendigo Bank and listener questions around…

People in this episode

Hosts: Owen Rask, Drew Meredith

Topics covered

• reporting season
• investment analysis
• ASX companies
• market positioning
• business quality
• portfolio construction

Keywords

• Woolworths
• Coles
• WiseTech
• GQG
• Netwealth
• Hub24
• investment strategy
• reporting season
• ASX

Mentioned in this episode

Organizations: Woolworths, Coles, WiseTech, GQG, Netwealth, Hub24, Zip, Magellan, Bendigo Bank

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