ASX Share Ideas
July 29, 2023
Owen Raszkiewicz
People underestimate what they can do in five years but overestimate what they can do in one.
Owen is the Chief Investment Officer of Rask Invest and Founder of Rask. Since founding The Rask Group in 2017 in the hillside suburb of Upwey, Victoria, Owen has overseen the growth of the Rask platform to over 200,000 investor followers. He holds a Master’s Degree of Applied Finance, Master’s Degree of Financial Planning, and Bachelor’s Degree in Technology.
Rask was founded in 2017 to bring millions of Aussies the highest quality financial education, financial literacy and investment research. Today, we reach hundreds of thousands of Australians across our podcasts, memberships, educational courses, news and emails.
You can find everything you need to know in the Rask investment philosophy. These are the exact steps I follow for myself and for the Rask community who trust us.
In short:
- Stick to your circle of competence. Within that, buy greatness, sell mediocrity. Water your flowers, not your weeds.
- Top companies need management teams that have equal parts integrity, talent and energy. Incentives are powerful.
- Moats, matter – a lot. At Rask, we only buy companies that are intensely focused on digging in and widening their moat. If they aren’t doing that then they’re sucking it dry.
- Long-run capital growth is vital. We only buy individual stocks with the expectation that the company is capable of long-term growth in revenue/sales and free cash flow. I think investors underestimate the opportunity for companies to grow fast in the 5-10 year range (because so many companies don’t!).
- Valuation. It’s important but it’s not everything if you invest with a 5-10+ year window. We’d rather get a good price on a great business than a great price on a good business.
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