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Chapter 1: What investment ideas are shared for ASX and US shares in 2022?
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Welcome to this episode of the Australian Finance Podcast, and we are doing a special episode.
As part of Shares Month.
As part of Shares Month, where we've got guests in with us. We've got Catherine Goh. Catherine, welcome to the show. Thank you. Good to be here. It is indeed. And we're going to be joined by Raymond Jang remotely, who is another Rask analyst. He'll be bringing us three of his company ideas as part of Shares Month. And we're all going to contribute some ideas to this podcast.
We're going to bring three to the table each. I think, Kate, it's important to know that these ideas are just kind of ideas. Maybe put them on your watch list and go about all of the, I guess, research in your own time using the skills that you've learned throughout Shares Month.
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Chapter 2: How can investors use a checklist for share investing?
You can use anything else, but it's just so cool. So that's a really like what we would say wide moat company, right? Like it has a really thick competitive advantage. What would you say is the main risk to Alphabetik?
When I think of key risks, with the upcoming rising inflation and high interest rates, I think it's going to have a massive dampening effect on advertising spend. And advertising spend still makes up a majority of Google's revenue. But in saying that, Google is still on the top of the advertising value chain in that they control the ecosystem.
So a lot of businesses, content creators, even our business is kind of reliant on Google. So that kind of showcases how powerful Alphabet is or Google is. The other key risk I would mention is as Google becomes more relevant to people's everyday lives and becomes more powerful and has that monopoly, I think that attracts more media scrutiny. And it's already in the media a lot of the time.
But it does, you know, there's a greater risk of more regulation.
Yeah, we see that in times gone by. Google has been fined all around the world, basically, for different things. And we saw it 12 to 24 months ago here in Australia. Google and Facebook were the center of political debate around what is news and how is news going to be regulated. So that's one of the biggest companies in the world, Raymond.
I feel like some of our listeners might be thinking, oh, I wish Raymond brought a company that they hadn't heard of or hadn't seen today. So what's the next company? You've got three for us. What's number two?
Yeah, number two is definitely more obscure compared to Alphabet and Google. It's a company called... It's got Alphabet. It's got letters in it as well. So PWR Holdings. So PWR, it develops cooling solutions and products for really high-end vehicles. And it provides this to four key segments. Its bread and butter is motorsports. So when you think of motorsports, you think of...
F1, the FE, which is the electric vehicle version of the Grand Prix, the World Rally Championships, your V8 supercars, all those sports races. And all these vehicles, they get really hot and you need to cool down sometimes. So, it's like when you go for a run, you sweat up and cool down. And that's what PWR provides.
In terms of the second segment, it also sells similar products and solutions, but to everyday people. And when I say everyday people, I would say those people would probably take more care of their vehicles than the majority of the population and really value the quality of PWR's products. I'm not sure if Any of you are rev heads? I don't think so.
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Chapter 3: What are the key risks associated with Alphabet as an investment?
But it seems like people still use those cool dating apps.
Yeah.
Yeah. Well, they're still growing. Even some interesting stats, they did a Singles in America study with 5,000 participants last year. They were saying that one in four singles had a video date before meeting in real life. People are actually using these apps and then actually having video dates and chats online before they actually take it in real life, which is quite interesting.
Gen Z, 51% were having video dates before meeting in real life. So, And even apps like Hinge, they're adding audio prompts, they're adding in-app video features, so they're really using technology to the best of their ability to enhance dating online.
Because one of the things that would no doubt concern people when you're going through an app is like, You really only get profile pictures, you know, the whole catfish, the entire series about this on different streaming services.
Monique's favorite show.
Monique's favorite show behind the camera. Monique's, yes, just like catfish. Yes, please. But people go to meet up with someone in a cafe or a restaurant or a bar or whatever and And they think, oh, am I actually going to meet the person that I think I'm going to meet? So the more steps involved before you meet them is probably a good thing, right?
Yeah. It stops you just filtering people based off artificial measures like height and school and all those sort of things. Whereas this, you can add- We do that with stocks, though.
Yeah.
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Chapter 4: How does PWR Holdings capitalize on motorsport cooling solutions?
And he's doing lots of different things in the future of energy. Twiggy's flying all over the world trying to make Fortescue future industries happen. And he's recently stepping back into the business. I saw an article the other day because CEO is stepping down, but she's staying on the board, I believe.
Okay, so this is a business, if you haven't listened to it already, the Australian Finance Podcast, where we did a deep dive on Fortescue Metals Group. This is a business that is involved in iron ore, but it's got this other division, which you just mentioned, which is all about renewable energy or at least low-cost alternatives like green hydrogen, for example.
Yeah, and they're putting a huge amount of focus on that. They're trying to make them almost equal divisions of the business. So that's an interesting one to look at as well. And Dr. Twiggy Forrest, Andrew Forrest.
PhD of marine biology.
Yeah, he's just a fascinating man. We talked about one of his Boyer lectures. That's really interesting to have a listen to. I just think what they're doing is really interesting. They're doing some good things for the future of energy.
I think it's an interesting look when you're looking through an environmental social governance lens, what they're doing now versus what they're hoping to do in the future.
Yeah, cool. I like it. So we talked about it's got big dividends because Twiggy loves his dividends. There's a book about Twiggy, by the way, which is fantastic. I actually found that to be one of the most, I would say, encouraging and inspirational biographies in Australia for Australian entrepreneurs. So if you haven't already read that book, go ahead and look at it. It pays dividends.
It is dependent on iron ore still because that's where almost all of its revenue comes from. And within that, it's dependent on China too.
Yeah, very concentrated revenues. Yeah.
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Chapter 5: What makes Januson Education a unique investment opportunity?
So that's what the big battle is about.
Because this is one of the big games companies.
I think it's Epic.
Epic Games, which owns Fortnite. Because you can pay Fortnite on your phone as well. And that's free to play. But then if you want stuff in the game, you have to pay for things. And Apple basically forces them to pay through the app.
Exactly. You can't go around it.
It's interesting because we've researched a company called Pushpay, which does donations. Apple said, no, no, no, you can't donate through the app because they don't want money laundering to go on through the app. That's the one exception to this massive rule, which is developers must pay through Apple. Regulation, they're basically making sure that it still remains relevant.
At the moment, there's obviously supply chain as well and inflation risks.
Yep. Okay. But other than like, so those are like kind of the business risks and then obviously it just comes down to valuation. How much is the company worth? So on and so forth. Okay, great. So Apple, ticker symbol?
A-A-P-L on the NASDAQ US.
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