Avoid ‘Boomer Pandering’ With Your Investments - Luke Laretive

Video Description

Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you. In this chat we cover: • Why Australia’s dividend obsession could be holding investors back • The new sectors Luke believes will lead the next market cycle • How to spot when a company’s story no longer matches its growth 00:00 Introduction 01:20 Luke’s Fund Performance & Strategy 03:20 Top Performers: Catapult, Core, Energy One, RPM Global 04:00 M&A Success: Antipa & Greatland Gold 06:10 Avoiding “Boomer Pandering” in Investing 09:20 Probabilistic Thinking & Portfolio Construction 11:00 Turnover, Risk Management & Takeovers 12:50 Learning from Losers: Audinate Example 16:00 Flexible Thinking & Continuous Improvement 17:10 Stock Deep Dive: EROAD 20:40 Lessons from EROAD & Emeco (EHL) 23:55 Research Process & Community Engagement 24:40 Stock Deep Dive: Life360 26:20 Stock Deep Dive: DroneShield 29:20 Closing Thoughts ——— Looking for some of our favourite research tools? • Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-StepChecklist) • Find company information on TIKR (https://www.tikr.com/?ref=equitymates) • Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc=KRTPWMVXHJNQ425B&affid=f3dc7b49528d8c16479a604fa777b185) • Research reports from Good Research (https://goodresearch.com.au/ref/equitymates/) • Track your portfolio with Sharesight (https://www.sharesight.com/au/equitymates/) ——— Want to get involved? - Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subscribe?ref=FKJsJ4smw9 - If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu2RPyPS7vwuAztip) | (https://podcasts.apple.com/us/podcast/headlines-by-equity-mates/id1793486918) - Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) - Join the conversation in the Facebook Discussion Group https://www.facebook.com/groups/equitymates - Looking for professional financial advice? https://equitymates.com/advice/ - Check out our 2 bestselling books: https://equitymates.com/books/ - Instagram: https://www.instagram.com/equitymates/ - X: https://twitter.com/EquityMates - TikTok: https://www.tiktok.com/@equitymates - LinkedIn: https://www.linkedin.com/company/equity-mates/ ——— Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.