Join Free
My Account
Log in
Join Free
Log in

2-Sense: Owen & Drew Pick the Best Business Models & Stocks – Apple, Microsoft, Pinnacle (ASX:PNI)

On this week's 2-Sense episode of the Australian Investors Podcast, Owen Rask and Drew Meredith share the best business models they've come across and explain why companies like Apple, Microsoft, and Pinnacle Investment Management (ASX:PNI) are such standout operators. They also reveal which ASX and US company they'd buy and hold long term.

Listen on:

Apple Podcasts
Spotify
YouTube

Listen now

About this episode

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

  • The best business models in the world and why they work
  • Why Pinnacle (ASX:PNI) stands out in Aussie funds management
  • Apple & Microsoft: the power of platforms and ecosystems
  • Which ASX and US companies Owen and Drew would buy and hold forever

If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics Covered

– What makes a great business model: scalability, margins, customer stickiness
– Why funds management used to be unbeatable (and what’s changed)
– Pinnacle Investment Management (ASX:PNI) and the affiliate model explained
– Apple’s ecosystem and Microsoft’s B2B dominance
– The most profitable sectors by net margins
– Which one ASX and one US company Owen & Drew would buy

Episode resources

Podcast series resources

If you like this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below.

Got a question you want answered on the podcast?

Ask a question
Sponsored by:
global x advert for the FANG+ ETF
FANG ETF global X advert, square

Share this episode:

Facebook
X
LinkedIn
Email
WhatsApp

Information warning: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Latest episodes

All Episodes

Better investing starts here.

Want to level-up your analytical skills and investing insights but don’t know where to start? Join 50,000 Australian investors on our mailing list and we’ll send you our favourite podcasts, courses, resources and investment articles every Sunday morning. Grab a coffee and let Owen and the team bring you the best  insights.

Skip to content