Invest it Best

By Wilsons AdvisoryBusiness Investing

Invest it Best episodes

December 05, 2021 Building ReadyTech with Marc Washbourne
This episode of the Invest it Best podcast host Ted Richards speaks with ReadyTech Co-Founder and CEO, Marc Washbourne.
They discuss the following;
- The initial product Marc and his Co-Founder bootstrapped and came to market with
- Their approach to mission critical software that underpins all the ReadyTech products
- The acquisitions ReadyTech has made to build out horizontal capability
- The three pillars that make up ReadyTech today: Education, Government and Workforce Solutions
- Marc’s changing role within ReadyTech as the business has grown
- The ReadyTech podcast WorkED
- The future of ReadyTech

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
36 min
November 01, 2021Global Equities with Jason Orthman (Hyperion)
This episode of the Invest it Best podcast host Ted Richards speaks with Lead Portfolio Manager, Deputy Chief Investment Officer and Executive Director at Hyperion, Jason Orthman.
They discuss the following;
How a chemical engineering degree made Jason be a better investor
How Hyperion defines a ‘quality’ business
Why they purchased Tesla back in January 2020
Their outlook for Tesla going forward
The leadership at Square and Twitter
Hyperion’s view on crypto-currencies
How they view the uncertainty in China right now
Their view on inflation over the next 10-20 years
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
32 min
October 18, 2021Building Silk Laser Clinics with co-founder and CEO Martin Perelman
This episode of the Invest it Best podcast host Ted Richards speaks with Silk Laser Clinics (ASX: SLA) co-founder and CEO, Martin Perelman. They discuss the following;
Martins unique background: from a scholarship in the US playing golf to moving into the Swiss watch industry
How he and his friends came across the Laser hair removal business idea
Opening the first store in Adelaide and growing it to well over 100 stores
Diversifying into new services and the five pillars Silk Laser now provide
How Silk Laser has navigated COVID (both positively and negatively)
Taking the company public with an IPO

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
32 min
October 01, 2021 A look inside tech valuations and 3 investment ideas
This episode of the Invest it Best podcast host Ted Richards speaks with WILSONS Equity Research Analyst Ross Barrows. They discuss the following;
- What the Bessemer Cloud 100 list is
- Why cloud businesses can be attractive investments
- The Australian companies that made the list
- Which sectors dominate the list
- 3 ASX listed tech companies relative to the Cloud 100

https://www.wilsonsadvisory.com.au/research-and-insights

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
September 19, 2021Inflation, taper tantrums and equity valuations
This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at WILSONS. We discuss the following;
The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open
What occurred overseas when economies reopened overseas
What is entailed when central banks taper
Risks to tapering, including a potential 'taper tantrum'
How the CPI figure of inflation is derived
What long term bond yields can tell us the direction of interest rates in the future
Modern Monetary Theory (MMT)
David's research on QE, Tapering and Zero Cash Rates discussed in the episode can be found here
https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa

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
25 min
September 03, 2021Surviving Delta’s Force (ASX Reporting Season update)
This episode we hear from John Lockton, part of the Investment Strategy Group at Wilsons to review the latest ASX reporting season. We discuss the following;
Companies impacted by the current operating environment
The winners from lockdown
Companies that continued post strong growth despite the difficult operating environment
John's research on the ASX reporting season can be found here.
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 31, 2021The Case for Private Equity
Private equity funds (both domestic and global) have historically yielded better long-term returns than public equities (on average). As a result, many of the world's most sophisticated institutional and high net worth investors have included private equity in their asset allocation mix in recent decades.
In this episode, we hear from David Cassidy, Head of Investment Strategy at WILSONS who outlines the case for private equity, including:
Different strategies within private equity?
Why invest in private equity?
What makes private equity so successful?
Challenges facing private equity investors?
Why invest in private equity today?
How to position private equity in a portfolio
David's research on private equity can be found here
David's research on 'growth vs value' can be found here
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 26, 2021 Invest it Best - An introduction
'Invest it Best' is a new fortnightly investing podcast where you will hear from expert financial analysts and fund managers. The show will provide you with detailed insight to their views on the market, what they're looking at, and importantly why that matters. 'Invest it Best' is proudly brought to you by WILSONS - one of Australia's leading financial advisory firms.

4 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.