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Podcast: Australian Investors Podcast
Episode: Pro Medicus, Kelly Partners, $10k portfolio review & shares vs property debate with Luke Laretive
Description: In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss:
– Why Luke refuses to buy investment property
– Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio
– Luke’s small cap process and how it delivers outperformance
– How big the Seneca fund can grow and when it might close
Chapters (approximate)
(0:00) Introduction
(02:28) NVIDIA or Pro Medicus?
(07:27) Is Investing with Luke the Top of the Market?
(11:30) How Big Can Your Fund Get Before Soft Closing...