Claude Walker And Owen Raszkiewicz Chat About RPMGlobal (ASX: RUL) and Altium (ASX: ALU)

I recently appeared on the Australian Investors Podcast to talk about the general macroeconomic investing environment with Owen Raszkiewicz. We talk about the impossibility of picking the bottom of the market; but why it might still be worth trying.

We also talked about both Altium (ASX: ALU) and RPMGlobal (ASX: RUL) as high quality “fluffy dog” growing software stocks we’d like to own… at the right price.

Disclosure: The author of this post owns shares in RPMGlobal. This article is not intended to form the basis of an investment decision. Any statements that are advice under the law are general advice only. The author has not considered your investment objectives or personal situation. Any advice is authorised by Claude Walker (AR 1297632), Authorised Representative of Equity Story Pty Ltd (ABN 94 127 714 998) (AFSL 343937).