Investor Down Under — g’day. We’ve long loved hunting for underappreciated stocks abroad, and over the years we’ve realized Australia is a particularly great place to find them. With its investing culture on the rise, this week we’re highlighting some of our local favorites.

Emmet brings you a “high-quality moonshot with revenue.” Out of character for him, it’s Telix Pharmaceuticals (ASX: TLX). He normally avoids pharma and fashion, mostly because it rhymes. Telix develops and sells radiopharmaceuticals, including diagnostic tools (“theranostics”), primarily in oncology.

Its annualized revenue growth is a thing of beauty. It went from generating $4 million in revenue in 2020 to $800 million in 2025. That growth is driven entirely by its diagnostic technology, not treatment, which is still in development. This makes it a potentially less risky cancer-curing play.

If you’re a fan of Aussie stocks and want to hear Mike’s all-time favorite, you’ll need a Nexus 3 subscription. But his second favorite is Supply Network Limited (SNL), a provider of bus and truck parts. It’s a classic Mike, and Peter Lynch, type of play.

Its moat lies in its depth of inventory and expertise in parts interpreting. It also has strong local market knowledge. Trucking is huge in Australia, but fleets are aging and often consist of vehicles from dozens of manufacturers, many concentrated in different parts of the country. Knowing what parts will be needed and where is a major advantage. The company has also grown revenue at a 17% CAGR over the past decade.

Modernization could pose a threat through automation or electrification, but it’s unlikely to play out meaningfully over the next decade.

We wrap up with Mike and Emmet sharing how they would invest $10K across these stocks.

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00:00 Intro01:40 Kalashi and predictive markets rant

06:41 Why Focus on Australia14:39 Telex Pharmaceuticals 18:32 Why Telex Excites Investors20:44 Moat and Market Expansion21:52 Risks26:30 Supply Network Limited (ASX: SNL)28:40 Moat Through Parts Expertise and Market Outlook37:57 10K Split and Wrap Up