Xero’s growth, Tesla’s turnaround & the power of diversification

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Xero’s surprise earnings and strategy shift – Tesla’s 40% rally and the White House showroom moment – Lessons from ETF portfolio declines: GUS, KKR, and Vulcan – Why global diversification and position sizing matter more than ever If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Welcome & Introduction – Drew’s DSA conference recap & financial planning insights – Xero’s 23% revenue growth & $640m EBITDA – ARPU up 15% – Xero's subscriber monetisation thesis – Tesla's PR stunt with Trump, 40% rally & sentiment shift – Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage – Why position sizing and frameworks matter in volatility – Will rates fall before March? Drew’s prediction & RBA talk – ETFs and markets outlook – gold, AI, and the S&P 500 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices