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Australian Investors Podcast: inside the SYD & ALU takeovers, lock in your mortgage & 3 stocks to watch

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing's Dr Anirban Mahanti talk about two of the ASX's highest profile takeovers in recent times: Altium Ltd's (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers. 

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About this episode

 

In the latest weekly episode of The Australian Investors Podcast hosts Owen Rask and 7Investing’s Dr Anirban Mahanti talk about two of the ASX’s highest-profile takeovers in recent times: Altium Ltd’s (ASX: ALU) takeover proposal from AutoDesk Inc; and the Sydney Airport (ASX: SYD) offer from a private consortium of buyers. 

 

 

Owen & Anirban also talk about interest rates and mortgages, including why they locked in rates on their home loans. 

Finally, the investors dive into 3 company/stock ideas for your watchlist: Paycom Software (NYSE: PAYC), Laserbond (ASX: LBL) and Cleanspace (ASX: CSX). 

Recorded: Thursday, July 8th, 2021

Disclosure: at the time of recording, Rask Australia has recommended shares of Altium and Laserbond. Owen owns shares of Altium. Anirban owns shares of Paycom. Please refer to the 7investing.com website for a full list of Anirban’s research and disclosures. 

Episode resources

If you like the show, say g’day to me on Twitter (@owenrask) or Instagram (@owenraskau). I’d like to get your suggestions for future episodes. 

***Join 7investing for just $7 off the first month – A “RASK” special***

If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout.

To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I – Owen – like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon.

To join, simply apply the coupon RASK on the checkout page.

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Sponsored by:
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  • Altium Limited (ASX:ALU), Cleanspace Holdings Ltd (ASX:CSX), Laserbond Limited (ASX:LBL), Sydney Airport Holdings Pty Ltd (ASX:SYD)
  • Autodesk Inc. (NASDAQ: ADSK)

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