Superhero: Sidekick

Who really owns Australian property? | Superhero: Sidekick

Australian house prices have soared, but the biggest returns in the industry haven’t come from properties themselves… but from the platforms listing them. In this episode, we dive into the story behind REA Group and Domain – two platforms that turned clicks into billion-dollar valuations.  From garage startups to billion-dollar businesses, these companies have reshaped how Aussies buy and sell property. We explore the superpowers that helped them dominate the market and what might shape their future from here. Here’s what we cover: * How REA Group’s share price grew 13,000% since listing * Why Domain attracted a $3 billion takeover bid from US-listed CoStar * Why REA delivers 34% net margins vs Domain’s 13% * How the portals grew revenue by 10 to 14% annually * The cross-sell strategies behind Mortgage Choice, Athena and home loan platforms * New growth bets: AI features, agent services and expansion to India. Sidekick is brought to you by Superhero (www.superhero.com.au).  Proudly helping over 400,000 investors and superannuation members on their wealth-building journey. __________ Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply. Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply. Learn more about why Aussies choose Superhero. __________ Did you enjoy this episode? Subscribe to us on Spotify | Apple Podcasts | YouTube. Keep up to date with market news and updates on Facebook | Instagram | Twitter. Learn more about investing and superannuation from our blog. __________ Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Can Australia lead the AI revolution? | Superhero: Sidekick

Two ASX-listed AI CEOs. One epic conversation. 🤖 Bill Gates says most people will only be in the office two days a week within a decade. The leaders of Straker.ai and Decidr.ai agree. We sit down with Grant Straker and David Brudenell to explore how artificial intelligence is changing the way Aussies live, work and invest.  From practical automation to global competitiveness, they share what it takes to build an AI company on the ASX – and where the real opportunity lies. Here’s what we cover: * How AI is transforming business models by automating tasks across sales, service and strategy * What it’s like using tools like Claude, Gemini and ChatGPT in live environments * Why AI is like hiring a PhD-level employee that never sleeps * What most investors get wrong about AI and the signals that actually matter * Whether Australia can build a globally competitive AI ecosystem * Where AI is overhyped and where the real underpriced opportunities are * The biggest mistakes they’ve made building in AI and what they’d do differently * What investors need to look at before investing in an “AI” company If you’re thinking about investing in AI or just want to understand how it’s shaping your world this one’s unmissable. Sidekick is brought to you by Superhero (www.superhero.com.au [http://www.superhero.com.au]).  Proudly helping over 400,000 investors and superannuation members on their wealth-building journey. __________ Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here [https://app.superhero.com.au/registration?country=AU&ref=sidekick&s=partner]. T&Cs [https://www.superhero.com.au/product/referral-program-terms-and-conditions] apply. Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply. Learn more about why Aussies choose Superhero [https://www.superhero.com.au/compare]. __________ Did you enjoy this episode? * Subscribe to us on Spotify [https://open.spotify.com/show/78Y9RsSdLFBm26vRCWh4CU] | Apple Podcasts [https://podcasts.apple.com/us/podcast/superhero-sidekick/id1771353671] | YouTube [https://www.youtube.com/@Superheroau]. * Keep up to date with market news and updates on Facebook [https://www.facebook.com/superheroaus/] | Instagram [https://www.instagram.com/superheroau/] | Twitter [https://twitter.com/superheroaus?lang=en]. * Learn more about investing and superannuation from our blog [https://www.superhero.com.au/blog]. __________ Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

What makes founder-led companies thrive | Superhero: Sidekick

What’s the secret sauce behind ASX success stories like Afterpay and Temple & Webster? In this episode, we chat with Tobias Yao, Portfolio Manager at Wilson Asset Management, to unpack the rare superpower he’s spent a decade chasing: founder-led companies.  He’s found that they aren’t just passionate operators – they’re obsessed, focused and deeply invested in their mission… literally. Tobias takes us behind the scenes of WAM’s new Founders Fund and shares how backing obsessed founders with skin in the game has delivered outsized returns and serious resilience in volatile markets. From spotting the next Afterpay to red flags that signal it’s time to sell, this episode is packed with data to help you spot tomorrow’s market leaders. Here’s what we cover: * Why founder-led companies have outperformed the ASX by ~10% * How they’ve contributed to two-thirds of WAM’s total performance while only representing 20% of holdings * The three traits Tobias looks for before investing in a founder * The red flags: when founder fire turns to founder fallout * What succession planning really looks like for generational businesses * How retail investors can spot “love metrics” and founder obsession Sidekick is brought to you by Superhero (www.superhero.com.au [http://www.superhero.com.au]).  Proudly helping over 400,000 investors and superannuation members on their wealth-building journey. __________ Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here [https://app.superhero.com.au/registration?country=AU&ref=sidekick&s=partner]. T&Cs [https://www.superhero.com.au/product/referral-program-terms-and-conditions] apply. Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply. Learn more about why Aussies choose Superhero [https://www.superhero.com.au/compare]. __________ Did you enjoy this episode? * Subscribe to us on Spotify [https://open.spotify.com/show/78Y9RsSdLFBm26vRCWh4CU] | Apple Podcasts [https://podcasts.apple.com/us/podcast/superhero-sidekick/id1771353671] | YouTube [https://www.youtube.com/@Superheroau]. * Keep up to date with market news and updates on Facebook [https://www.facebook.com/superheroaus/] | Instagram [https://www.instagram.com/superheroau/] | Twitter [https://twitter.com/superheroaus?lang=en]. * Learn more about investing and superannuation from our blog [https://www.superhero.com.au/blog]. __________ Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

How pros identify future market leaders | Superhero: Sidekick

Smart investments aren’t always the cheapest - they’re in the businesses customers love. In this episode, we sit down with Michael Frazis, founder of Frazis Capital Partners, to unpack his high-conviction strategy for backing the fastest-growing companies on the planet. Forget spreadsheets and value traps. Frazis is focused on one thing: finding category leaders with wild organic growth and customers who can’t get enough. It’s a momentum-based playbook built to ride the big winners and cut the rest fast. He breaks down how his fund identifies breakout businesses early, manages risk in volatile markets and spots the kind of “love metrics” that signal serious pricing power. Here’s what we cover: * Why 100%+ organic growth isn’t rare if you know where to look * How to spot “customer love” through margins, market share and waitlists * How Frazis Capital manages risk with momentum models and aggressive take-profits * What volatility, macro models and market psychology are telling us right now * Why the next recession might not look like the last and what to expect * Why healthcare, semis and biotech are flashing opportunity and where AI is (and isn’t) changing the game Sidekick is brought to you by Superhero (www.superhero.com.au [http://www.superhero.com.au]).  Proudly helping over 400,000 investors and superannuation members on their wealth-building journey. __________ Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here [https://app.superhero.com.au/registration?country=AU&ref=sidekick&s=partner]. T&Cs [https://www.superhero.com.au/product/referral-program-terms-and-conditions] apply. Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply. Learn more about why Aussies choose Superhero [https://www.superhero.com.au/compare]. __________ Did you enjoy this episode? * Subscribe to us on Spotify [https://open.spotify.com/show/78Y9RsSdLFBm26vRCWh4CU] | Apple Podcasts [https://podcasts.apple.com/us/podcast/superhero-sidekick/id1771353671] | YouTube [https://www.youtube.com/@Superheroau]. * Keep up to date with market news and updates on Facebook [https://www.facebook.com/superheroaus/] | Instagram [https://www.instagram.com/superheroau/] | Twitter [https://twitter.com/superheroaus?lang=en]. * Learn more about investing and superannuation from our blog [https://www.superhero.com.au/blog]. __________ Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

From burritos to billion-dollar IPO | Superhero: Sidekick

What happens when you refuse to compromise on quality, even when you're losing $10k a week?  In this episode, we unpack the story behind Guzman y Gomez (GYG) - from a single, cash-bleeding store in Newtown to a global Mexican food juggernaut gunning for Chipotle. Steven Marks shares how betting everything on quality, people and culture transformed GYG from a passion project into one of Australia’s most ambitious brands. Here’s what we cover: * Why Marks said no to compromise even when the numbers said quit * How teaming up with McDonald’s royalty turbocharged GYG’s growth * The secret to finding franchise partners who actually scale with you * Inside GYG’s lightning-fast IPO and what they did differently * How they plan to open 1,000 stores and take on the US market * Why clean food, radical transparency and operational speed are GYG’s true superpowers Sidekick is brought to you by Superhero (www.superhero.com.au [http://www.superhero.com.au]).  Proudly helping over 400,000 investors and superannuation members on their wealth-building journey. __________ Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here [https://app.superhero.com.au/registration?country=AU&ref=sidekick&s=partner]. T&Cs [https://www.superhero.com.au/product/referral-program-terms-and-conditions] apply. Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply. Learn more about why Aussies choose Superhero [https://www.superhero.com.au/compare]. __________ Did you enjoy this episode? * Subscribe to us on Spotify [https://open.spotify.com/show/78Y9RsSdLFBm26vRCWh4CU] | Apple Podcasts [https://podcasts.apple.com/us/podcast/superhero-sidekick/id1771353671] | YouTube [https://www.youtube.com/@Superheroau]. * Keep up to date with market news and updates on Facebook [https://www.facebook.com/superheroaus/] | Instagram [https://www.instagram.com/superheroau/] | Twitter [https://twitter.com/superheroaus?lang=en]. * Learn more about investing and superannuation from our blog [https://www.superhero.com.au/blog]. __________ Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.