Invest it Best

By Wilsons AdvisoryBusiness Investing

Invest it Best episodes

March 12, 2024Reporting Season Wrap Up 2024 with Rob Crookston
On this episode of the Invest it Best podcast, Wilsons Advisory, Equity Strategist, Rob Crookston discusses his key insights from the recent reporting season (Feb/March 24).
Topics discussed;
The theme of cost management supporting upgrades
Australian tech stocks relative to US tech stocks
The rule of 40% (what it is and why it's important)
Why Rob is so attracted to data centres
Forecasting for FY25
Read Rob's Reporting Season Wrap Report Here
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To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
24 min
February 08, 2024 Private Credit with Pete Robinson (Challenger Investment Management)
On this episode of the Invest it Best podcast host Ted Richards speaks with Challenger Investment Management Head of Investment Strategy (Fixed Income), Pete Robinson to discuss investing in private credit.
Topics discussed;
- What private credit is and how is it different to public credit
- The liquidity premium for private/unlisted assets
- CIM process to source deals
- Risks to consider
- Positioning private credit in a portfolio from an asset allocation perspective

To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
30 min
December 19, 2023 Outlook on Investing in 2024
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy to review 2023 and discuss his outlook for investing in 2024.
Topics discussed;
- What surprised the market in 2023?
- Tactical asset allocation changes David made to portfolios in 2023
- Key risks for 2024 including wars (Ukraine & Gaza), inflation and interest rates
- Noise around the US election throughout 2024
- David Cassidy's base case expectations for investing in 2024

David Cassidy's 2024 outlook can be found here
https://www.wilsonsadvisory.com.au/news/2024-outlook-shifting-down-a-gear

To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
23 min
October 04, 2023Tesla, Nvidia and ways to invest in AI with Jason Orthman (Hyperion)
In this episode of the Invest it Best podcast, host Ted Richards speaks with Hyperion's Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman who shares his expert analysis on portfolio success.
They discuss the following;
What Hyperion looks to exploit when they invest
Where Hyperion views the best opportunities in the AI/Machine Learning megatrend
How AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)
Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months
Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla
Their recent global research trip including Domino's (ASX:DMP) success in the European market
Jason is currently lead portfolio manager at Hyperion across all three of their equity strategies, Australian equities, small caps and global equities. Jason gained 6 years industry experience as a Senior Research Analyst with Wilsons, prior to joining Hyperion.
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
To visit Hyperion's website, click here
36 min
September 14, 2023Expert insights on Investing in Medical Devices (MedTech) With Dr Shane Storey
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare) Dr Shane Storey, They discuss the following;
The MedTech industry in Australia
Cochlear’s and Resmed’s international success
The rise in popularity of new weight loss drugs recent impact on Resmend's share price
What Shane and his team look for in medical device businesses
Why Nanosonics success isn’t slowing down
ASX companies discussed: Cochlear(ASX:COH), ResMed (ASX:RMD), Nanosonics (ASX:NAN), ImpediMed (ASX:IPD), EBR Systems (ASX:EBR)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
37 min
September 04, 2023The Key Themes From The Recent Reporting Season
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
The 3 key themes from this reporting season;
The resilience of the consumer
Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation
Who has pricing power and successfully passed on costs?
Banks
Competition for lending & deposits
CBAs valuation
Retail
Saving buffers have provided support to consumers but how long can this be sustained?
Healthcare
Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
Real Estate
Goodman Groups investment in data centres
Why Rob prefers Goodman Group over NextDC
Building Supplies
James Hardie's margin expansion due to cost dis-inflation
Packaging
Destocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
26 min
August 09, 2023Ways to Invest in AI (Artificial Intelligence) with Ross Barrows
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Technology), Ross Barrows. They discuss the following;
Insights from Ross' recent trip to the US to research AI-related opportunities
What LLM (Large Language Models) are why they're relevant to AI
The convergence of both technology and demand that is generating the interest in AI related investments right now
Ways to invest in this megatrend including data centres and data collection/annotators.
ASX companies discussed;
NextDC (ASX:NXT)
Macquarie Technology Group (ASX:MAQ)
Appen (ASX:APX).
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
27 min
July 17, 2023Discussing Opportunities in Healthcare with Dr Melissa Benson
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare), Dr Melissa Benson. They discuss the following;
The sectors within healthcare, and commonly used terms across the industry
The different phases within the development process (including FDA/TGA approval)
Methods for applying valuations to businesses at different stage of development
What ‘orphan drugs’ are why businesses invest in them
ASX examples: Telix (ASX:TLX) and Immutep (ASX:IMM)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
29 min
June 18, 2023 Investing In Proven Businesses With Stephen Arnold (Aoris)
On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;
- Insights from Stephen's recent Research trip to the US
- Why Stephen took a position in Microsoft last year
- Why Stephen still likes LVMH despite the macro environment
- What makes the L'Oréal business model so resilient
- Why Stephen thinks Costco is such a great business

Links
Further information about the Aoris portfolio can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
34 min
June 01, 2023 Consumer Confidence Conundrum with David Cassidy
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy. They discuss the following;
- The latest on the US debt ceiling
- Trump vs Biden
- Consumer confidence
- Valuations of AI stocks
- Risks in the Australian and US economies

Links
David's recent piece on consumer confidence can be found here

To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
21 min

About Invest it Best

From the publisher's feed

‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters.