Owen Rask
speaker
43,804 appearances
137 recordings
3 series
first heard Jun 2020
last heard 2d ago
Owen Rask’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 48 in all, peaking in Jun 2026 with 13.
Appearances
But the true competitive advantage of Wise Tech has never been that it's got good software engineers.
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It's actually been that its software is very hard to replace and it's deeply embedded in every single organization that it does business with.
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And so I think generally speaking,
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Like I think the business is more resilient.
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It does not mean that the stock price is going to go up and it does not mean the stock price is going to go up in the short term.
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So worth keeping in mind.
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And finally, I'm biased because I own shares and I'm underwater.
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And uh and Millie also owns shares because she was infected by my optimism.
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Um but in general, like
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A lot of these tech companies have been uh hit pretty hard.
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The the most recent annual report was a pretty good insight into where the business is at, how they're working with AI rather than um just being susceptible to it.
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It's gonna be really interesting to see.
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uh what happens over the next five years.
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I still own shares.
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I don't know if it's found a flaw, if that's uh what the question was accurate.
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Um, nor can I give you any type of personal recommendation or anything, but it in general, like
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the fundamental performance of the business is is r is good.
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I think it wasn't great that annual report.
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It was a bit slower.
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revenue growth than I would have liked, but that's okay.
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Showing 561–580 of 43,804 · page 29 of 2191
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