Best Business Models & ASX + US Companies We'd Buy | 2-Sense with Owen & Drew

04/04/25 • 34 min

On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss:

The best business models in the world and why they work
Why Pinnacle (ASX:PNI) stands out in Aussie funds management
Apple & Microsoft: the power of platforms and ecosystems
Which ASX and US companies Owen and Drew would buy and hold forever

If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Topics Covered

– What makes a great business model: scalability, margins, customer stickiness

– Why funds management used to be unbeatable (and what’s changed)

– Pinnacle Investment Management (ASX:PNI) and the affiliate model explained

– Apple’s ecosystem and Microsoft’s B2B dominance

– The most profitable sectors by net margins

– Which one ASX and one US company Owen & Drew would buy

~~ Rask Resources ~~

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

📜 Access Show Notes – https://bit.ly/R-notes

❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

Instagram: @rask.invest
TikTok: @rask.invest

DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

#Investing #Finance #AustralianInvestorsPodcast #2Sense

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On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss:

The best business models in the world and why they work
Why Pinnacle (ASX:PNI) stands out in Aussie funds management
Apple & Microsoft: the power of platforms and ecosystems
Which ASX and US companies Owen and Drew would buy and hold forever

Topics Covered

– What makes a great business model: scalability, margins, customer stickiness

– Why funds management used to be unbeatable (and what’s changed)

– Pinnacle Investment Management (ASX:PNI) and the affiliate model explained

– Apple’s ecosystem and Microsoft’s B2B dominance

– The most profitable sectors by net margins

– Which one ASX and one US company Owen & Drew would buy

~~ Rask Resources ~~

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

📜 Access Show Notes – https://bit.ly/R-notes

❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

Instagram: @rask.invest
TikTok: @rask.invest

DISCLAIMER

#Investing #Finance #AustralianInvestorsPodcast #2Sense

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Previous Episode

PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:

Why now could be a generational opportunity for bond investors
Mark’s outlook on inflation, interest rates and the global economy
PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
What airlines and housing trends are saying about the next economic slowdown

If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Topics Covered

Mark’s visit to Australia and on-the-ground insights
How PIMCO’s massive scale drives bond market advantage
His famous 2006 call to sell his home pre-GFC
Why inflation is likely to fall and bond markets may rally
The “slimming down” theory and macroeconomic signals
What airlines, autos and housing are telling us about sentiment
Mark’s contrarian outlook and long-term investing mindset

Resources for This Episode

📄 Learn More About Bond Investing & PIMCO’s Views:

~~ Rask Resources ~~

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

📜 Access Show Notes – https://bit.ly/R-notes

❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

Instagram: @rask.invest
TikTok: @rask.invest

DISCLAIMER

#Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel

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Next Episode

🚨 ASX meltdown? How to protect yourself and your portfolio [SPECIAL]

The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%.

VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo

ASX 200 investors, what should you do in a market crash?!

If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist.

✨ Resources ✨

Rask Invest portfolio: https://www.rask.com.au/rask-invest

Join our community: https://community.rask.com.au

Get financial advice: https://www.rask.com.au/advice

Special guest Claude Walker:

https://arichlife.com.au/

All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss.

#investing #asx200

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