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2-Sense: Owen & Drew Reveal Their Top Portfolio Performers – Pro Medicus (ASX:PME), Trade Desk (NASDAQ:TTD), Palo Alto (NASDAQ:PANW)

Owen Rask and Drew Meredith share their most successful investments ever on this week's 2 Sense episode. They break down Pro Medicus (ASX:PME), The Trade Desk (NASDAQ:TTD), and Palo Alto Networks (NASDAQ:PANW), and explore what made them standout winners, how they held on, and the key takeaways for long-term investors.

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About this episode

On this week’s Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss:

  • Their best investments ever and what they learned
  • Why US tech (like TTD & PANW) has outperformed Aussie small caps
  • How Pro Medicus (ASX:PME) became a 30-bagger
  • The importance of position sizing, patience & letting winners run 

If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

– What Drew and Owen learned from their best-ever investments
 – Why Pro Medicus (ASX:PME) is still in Owen’s portfolio
 – The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD)
 – How ETFs helped outperform direct stock picks
 – The power of currency and global diversification
 – Portfolio rebalancing, patience & long-term compounding
 – What listeners can take away from 10+ year compounders

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