Peloton stock plummets, Tyro’s AGM, PME, TSLA & PINS | ft. Anirban Mahanti, Owen Rask & Claude Walker

Live on The Australian Investors Podcast this week, your weekly hosts Owen Rask & 7Investing’s Dr Anirban Mahanti are joined by Claude Walker, founder of A Rich Life.

The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets. When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more.

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Anirban, Owen and Claude walk through today’s ASX news, Pinterest’s (NYSE: PINS) quarterly result, Anirban’s Tesla (NASDAQ: TSLA) decision and much more.

Talking points (approx timing):

@5:00 – Claude Walker, A Rich Life, talks us through Damtra Holdings (ASX: DTC)

@20:00 – Sell Tesla (NASDAQ: TSLA)? Why Anirban Mahanti lightened the load.

@30:00 – Vertical & horizontal SaaS stocks – how to pick SaaS winners

@40:00 – Pro Medicus (ASX: PME) – buy, hold or sell?

@47:00 – Tyro Payments (ASX: TYR) – down 20%, what’s happened?

@53:00 – Peloton Interactive (NASDAQ: PTON) – down 30% after-hours, why?

@60:00 – Cloudflare (NYSE: NET) continues to dominate Fastly (NASDAQ: FSLY)

@1:04:00 – Pinterest (NYSE: PINS) 3Q21 – what you need to know

@1:08:00 – IntelliHR (ASX: IHR) – Claude’s take on IHR’s capital raise

Date recorded: 5th November 2021