2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF)

The Australian Investors Podcast, Australia’s top investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP.

Welcome to “2 sense”

In these laid-back investing discussions we’ll attempt to answer all of your investing questions, including on ASX and global stocks, managed funds, ETFs, LICs or portfolio construction. That said, Drew and I will also any questions you want to throw at us:

• Direct stock ideas
• Macro forecasts
• Whether it’s pronounced “finn ants” or “fine arts”
• Funds management
• Something business but completely unrelated
• Financial planning
• Whether curly moustaches make you a better investor
• Portfolio construction for retirement
• Drew and Owen’s private company investing
• You name it!

Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.

If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.

In today’s session, Drew and I answer: 

• I would love an in-depth review of BetaShares Diversified High Growth Ethical ETF (ASX: DZZF)
• Thoughts on small/mid-cap Aus tech with enough cash runway to profitability as reasonable investments at the moment? Some personal favourites in the area are Whispir (ASX: WSP), RMA Group (ASX: RMA) & Dubber Corp (ASX: DUB) (however don’t really fit the bill – & I do share your views re: DUB – however, remain bullish should they discover the scalability that is mentioned every quarter)
• Love the new format. What’s been your favourite investing loser and what did you learn? A company you loved, and maybe still do, but you’ve lost a lot in.
• Assuming you’re all set up as a sophisticated investor, how does a new investor get access to VC circles and deals?
• Do you think Raiz Group (ASX: RZI) is a good investment? I notice the share price at 53c currently is close to the lowest it’s been and it’s something I regularly use and believe in.
• Also I bought Zip Co (ASX: Z1P) shares at $3.75 in 2020. I want to sell these, should I wait til the price goes a bit higher or best to sell now. I only bought 120 shares.
• Hey guys love the podcast, just wondering what your thoughts are on Core Lithium Ltd (ASX: CXO) or smaller cap lithium stocks, proving to be quite a volatile space at the moment. Cheers guys!
• On an SPP offer, can/ should I sell all my shares ( before taking up the offer ) and replace them with the offer (up to $30k)? What things do I need to be aware of?
• What should I pay attention to with Blackstone Minerals Ltd (ASX: BSX) reporting next week? How do you value a small-cap mining company with no profit yet? They look promising!
• When investing in a mining stock, what should I look at other than financials, management and commodity prices?
• I’m new to valuing stocks, and loving your courses – thanks for your work. I’m interested in getting exposure to agriculture, I think there is a great long-term outlook for ag given the macro trends of rising incomes and population in the nearby Asia region. In particular I’m interested in the company Rural Funds Management (ASX: RFF) – it’s basically a company building land and water assets that are suited to beef, macadamia and viticulture, that they then lease to other businesses to operate. My question is, how would you value such a company? Also, a broader question, why do you think ag such an unloved asset class?
• I have $100k coming up. I don’t know how to save, protect and grow it…