Superhero: Sidekick

Australian house prices have soared, but the biggest returns in the industry haven’t come from properties themselves… but from the platforms listing them.

In this episode, we dive into the story behind REA Group and Domain – two platforms that turned clicks into billion-dollar valuations. 

From garage startups to billion-dollar businesses, these companies have reshaped how Aussies buy and sell property.

We explore the superpowers that helped them dominate the market and what might shape their future from here.

Here’s what we cover:

• How REA Group’s share price grew 13,000% since listing
• Why Domain attracted a $3 billion takeover bid from US-listed CoStar
• Why REA delivers 34% net margins vs Domain’s 13%
• How the portals grew revenue by 10 to 14% annually
• The cross-sell strategies behind Mortgage Choice, Athena and home loan platforms
• New growth bets: AI features, agent services and expansion to India.

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

Subscribe to us on Spotify | Apple Podcasts | YouTube.

Keep up to date with market news and updates on Facebook | Instagram | Twitter.

Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

Hosted on Acast. See acast.com/privacy for more information.

Two ASX-listed AI CEOs. One epic conversation. 🤖

Bill Gates says most people will only be in the office two days a week within a decade. The leaders of Straker.ai and Decidr.ai agree.

We sit down with Grant Straker and David Brudenell to explore how artificial intelligence is changing the way Aussies live, work and invest. 

From practical automation to global competitiveness, they share what it takes to build an AI company on the ASX – and where the real opportunity lies.

Here’s what we cover:

• How AI is transforming business models by automating tasks across sales, service and strategy
• What it’s like using tools like Claude, Gemini and ChatGPT in live environments
• Why AI is like hiring a PhD-level employee that never sleeps
• What most investors get wrong about AI and the signals that actually matter
• Whether Australia can build a globally competitive AI ecosystem
• Where AI is overhyped and where the real underpriced opportunities are
• The biggest mistakes they’ve made building in AI and what they’d do differently
• What investors need to look at before investing in an “AI” company

If you’re thinking about investing in AI or just want to understand how it’s shaping your world this one’s unmissable.

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.

Hosted on Acast. See acast.com/privacy for more information.

What’s the secret sauce behind ASX success stories like Afterpay and Temple & Webster?

In this episode, we chat with Tobias Yao, Portfolio Manager at Wilson Asset Management, to unpack the rare superpower he’s spent a decade chasing: founder-led companies. 

He’s found that they aren’t just passionate operators – they’re obsessed, focused and deeply invested in their mission… literally.

Tobias takes us behind the scenes of WAM’s new Founders Fund and shares how backing obsessed founders with skin in the game has delivered outsized returns and serious resilience in volatile markets.

From spotting the next Afterpay to red flags that signal it’s time to sell, this episode is packed with data to help you spot tomorrow’s market leaders.

Here’s what we cover:

• Why founder-led companies have outperformed the ASX by ~10%
• How they’ve contributed to two-thirds of WAM’s total performance while only representing 20% of holdings
• The three traits Tobias looks for before investing in a founder
• The red flags: when founder fire turns to founder fallout
• What succession planning really looks like for generational businesses
• How retail investors can spot “love metrics” and founder obsession

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

Hosted on Acast. See acast.com/privacy for more information.

Smart investments aren’t always the cheapest - they’re in the businesses customers love.

In this episode, we sit down with Michael Frazis, founder of Frazis Capital Partners, to unpack his high-conviction strategy for backing the fastest-growing companies on the planet.

Forget spreadsheets and value traps. Frazis is focused on one thing: finding category leaders with wild organic growth and customers who can’t get enough. It’s a momentum-based playbook built to ride the big winners and cut the rest fast.

He breaks down how his fund identifies breakout businesses early, manages risk in volatile markets and spots the kind of “love metrics” that signal serious pricing power.

Here’s what we cover:

• Why 100%+ organic growth isn’t rare if you know where to look
• How to spot “customer love” through margins, market share and waitlists
• How Frazis Capital manages risk with momentum models and aggressive take-profits
• What volatility, macro models and market psychology are telling us right now
• Why the next recession might not look like the last and what to expect
• Why healthcare, semis and biotech are flashing opportunity and where AI is (and isn’t) changing the game

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

Hosted on Acast. See acast.com/privacy for more information.

What happens when you refuse to compromise on quality, even when you're losing $10k a week? 

In this episode, we unpack the story behind Guzman y Gomez (GYG) - from a single, cash-bleeding store in Newtown to a global Mexican food juggernaut gunning for Chipotle.

Steven Marks shares how betting everything on quality, people and culture transformed GYG from a passion project into one of Australia’s most ambitious brands.

Here’s what we cover:

• Why Marks said no to compromise even when the numbers said quit
• How teaming up with McDonald’s royalty turbocharged GYG’s growth
• The secret to finding franchise partners who actually scale with you
• Inside GYG’s lightning-fast IPO and what they did differently
• How they plan to open 1,000 stores and take on the US market
• Why clean food, radical transparency and operational speed are GYG’s true superpowers

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

Hosted on Acast. See acast.com/privacy for more information.

What if your next investment move wasn’t about the next quarter, but the next decade?

In this episode, we’re joined by Chris Judd – fund manager of Cerutty Macro Fund – to unpack how macro investing helps you stay ahead of the curve. It’s a strategy built on spotting powerful long-term trends before the rest of the market catches on.

Chris reveals where smart money is positioning right now and why patient, top-down investing could be the edge retail investors need, especially in this period of volatility.

Here’s what we cover:

• Why themes like “the electrification of everything” are driving long-term opportunities
• How the U.S. is shifting focus to debt over markets and why it matters
• How trade wars, dollar strategy and the return of ‘Made-in-America’ manufacturing will be factors behind long-term investing strategies
• Why gold’s moment may not be over despite hitting historical highs
• The case for Europe and the UK after years of underperformance
• What’s really happening in the Australian economy and why it’s time to pay attention

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Jeff Bezos was customer-obsessed, while Jack Ma was relentless. One dominates the west, while the other has taken over the east. How did they do it?

Amazon and Alibaba may have started on opposite sides of the globe but followed similar playbooks to become the two most dominant e-commerce companies in the world.

In this episode, we explore how Amazon and Alibaba built global tech empires. Despite different market environments, both companies leveraged similar superpowers to transform retail, cloud computing and beyond.

Here’s what we cover:

• Why Amazon started with books and Alibaba with B2B – and how those decisions set the stage for success
• The leadership traits of Jeff Bezos and Jack Ma that defined their companies
• The decisions behind the launch of game-changing products like AWS and Aliexpress
• The power of market dominance – Amazon in the US, Alibaba in China
• What makes their customer ecosystems so sticky
• Will Amazon and Alibaba continue to grow?

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 9,000 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Navigating volatility we're seeing in the market can be challenging particularly when trying to identify investment opportunities. According to Morningstar's tools, the Australian market was 7% overvalued while the US market was slightly undervalued at 1.5%.*

Where should investors be looking for strong returns? If an investor wanted income, how can one build a portfolio that generates reliable income while avoiding common pitfalls?

Mark LaMonica, Director of Personal Finance at Morningstar Australia, joins us to break down where investors might find value today and why he focuses on income as the foundation of his investment strategy.

Here’s what we cover:

• What analysts look for when searching for value
• U.S. vs. Australian markets – where the best value lies today
• The Magnificent 7 stocks – are they still worth holding?
• How Mark balances fun and travel with portfolio growth
• Why income paying shares are his preferred asset class
• The hallmarks of a dream dividend stock

*This episode was recorded on 4 March 2025.

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

Hosted on Acast. See acast.com/privacy for more information.

A timeless symbol of wealth and a traditional safe haven, gold has risen nearly 25% over the last six months, nearly hitting US$3,000/oz for the first time in history.

But what has made gold so special? Why does it command such universal value, particularly when compared to other precious metals that offer greater utility or are harder to find?

We look into the forces driving gold's rally this year, its role as an inflation hedge, the factors influencing its price and whether it still has room to grow.

Here’s what we explore:

• The anomaly of gold: Why does gold hold such a unique position as a store of value?
• A look at gold's historical performance and how regulatory changes over time have affected the price of gold
• The historical context, global acceptance and self-fulfilling prophecy of gold as a hedge against inflation
• Why central banks all over the world purchase and hold gold 
• Can gold's performance continue given the rise of cryptocurrency and other investment classes?

This podcast is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Superhero and Qantas Frequent Flyer are giving you the chance to win a share of 5 million Qantas Points* so you can splurge big. 

6 lucky winners will be drawn each week until the offer ends on 8 March 2025. All you have to do is make an Eligible Trade and link your Qantas Frequent Flyer account to enter. 

For further information and sign up details head to Superhero for your chance to win. T&Cs apply.

This Promotion is authorised under NSW NTP/12120, ACT TP25/00024 & SA Licence No. T25/14.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

Hosted on Acast. See acast.com/privacy for more information.

Wine, Whiskey, Watches, Handbags, Jewellery and Sports Cars. 

How nice would it be to enjoy all the finer things in life while still growing your net worth?

Danny Younis, an ex-stockbroker, seasoned equities analyst and avid wine collector, has certainly turned luxury items into serious assets – boasting an 8,500-bottle wine collection that’s appreciated at a CAGR of 56% from 2003 to 2023.   

In this unique episode, Danny walks us through whether that Rolex and that Hermes bag are truly worth their waitlists.

Here’s everything Danny goes into:

• How he built a wine portfolio that vastly outpaced traditional market returns
• The economic phenomenon of Veblen goods and how it shapes the luxury goods market
• The outlook for luxury brands: LVMH, Hermes, Chanel, Rolex, Ferrari, Kering, Richemont
• Whether luxury goods is worth investing into for the average investor
• Danny’s predictions for 2025: Which stocks or luxury assets should investors be watching
• His personal investment strategy and how he fits luxury goods into it

This podcast is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Superhero and Qantas Frequent Flyer are giving you the chance to win a share of 5 million Qantas Points* so you can splurge big. 

6 lucky winners will be drawn each week until the offer ends on 8 March 2025. All you have to do is make an Eligible Trade and link your Qantas Frequent Flyer account to enter. 

For further information and sign up details head to Superhero for your chance to win. T&Cs apply.

This Promotion is authorised under NSW NTP/12120, ACT TP25/00024 & SA Licence No. T25/14.

__________

Did you enjoy this episode?

• Subscribe to us on Spotify | Apple Podcasts | YouTube.
• Keep up to date with market news and updates on Facebook | Instagram | Twitter.
• Learn more about investing and superannuation from our blog.

__________

Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

Hosted on Acast. See acast.com/privacy for more information.