In this episode of The Australian Finance Podcast, Owen Rask shares three standout US companies he’d love to own — but doesn’t… yet.
He breaks down:
– Why Costco is a masterclass in customer loyalty and value
– How Intuitive Surgical is leading the robotic surgery revolution
– Why American Express continues to be a financial powerhouse
Owen explores each company’s business model, growth, and competitive edge — and explains why he’s watching from the sidelines (for now).
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Topics Covered
– Why most great companies aren’t the ones you see in headlines
– Company breakdown: Costco (COST)
– Costco’s secret sauce: value, efficiency, and hot dogs?!
– Company breakdown: Intuitive Surgical (ISRG)
– How robots are transforming modern surgery
– Moats, margins, and machine sales: why ISRG dominates
– Company breakdown: American Express (AXP)
– How AmEx thrives despite high fees and competition
– Warren Buffett’s $41B bet on AXP
– Why valuation still matters (and what Owen’s waiting for)
– Watchlist investing: when great companies are too expensive
– ETFs vs individual stocks: what Owen prefers
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.
If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – https://www.rask.com.au/fsg
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