What podcasts say about Bryce Leske
Every statement, with the speaker, the exact quote and the moment it was said.
What Bryce Leske has said on podcasts
193 statements · 98 positive · 69 negative · 5 mixed · 21 neutral
Australian house prices have declined for six consecutive months.
“house prices have fallen for the sixth consecutive month”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 5:46
Brisbane and Sydney house prices fell 1.5% and 1.4% in September.
“Brisbane and Sydney have led the way, falling 1.5% and 1.4% respectively in September”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 5:48
Australian house-price declines are accelerating and may exceed the national record.
“House price falling is accelerating. It feels like we're actually going to smash through this record.”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 7:20
Firmus currently operates only two data centers, in Melbourne and Singapore.
“They only actually have two data centers in operation, one in Melbourne, one in Singapore.”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 16:27
AI factories require substantially more power per server rack than traditional data centers.
“data centers designed for traditional loads, which average between sort of five and 20 kilowatts a rack of servers, you compare that to an AI factory, which are built for extreme loads. and you're looking between 100 kilowatts to over 227 kilowatts per rack.”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 19:47
Investors seeking AI-infrastructure exposure should avoid Firmus.
“if you want exposure, it's not firmness”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 27:42
Alphabet is the only vertically integrated AI play.
“Another reason why Alphabet is just dominant. Waymo, YouTube, Search, Cloud. The only vertically integrated AI play.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 0:18
Waymo provides over 500,000 paid rides and travels over 6.4 million kilometres weekly.
“Waymos now travel more than 6.4 million kilometres each week and provide more than 500,000 paid rides.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 12:09
Alphabet is dominant because of Waymo and its other businesses.
“Another reason why Alphabet is just dominant.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 12:32
Alphabet is the only vertically integrated AI investment opportunity.
“the only vertically integrated AI play.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 12:39
Waymo was valued at $126 billion, while Google was valued at $4.2 trillion.
“Waymo recently did a funding round and was valued at $126 billion, but Google is $4.2 trillion.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 13:07
Alphabet is currently trading at approximately 17 times earnings.
“Google or Alphabet currently trading on a 17 times PE.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 13:30
In America, investing and gambling have become indistinguishable.
“the distinction between investing and gambling is just nonexistent in America.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 16:11
Brad Jacobs is regarded as an exceptional founder who created $8 billion businesses.
“Brad Jacobs, I think we've called him the world's best founder. He's created $8 billion businesses.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 18:03
Bryce sold his QXO position due to insufficient conviction.
“So I sold.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 19:49
Axon’s evidence.com platform becomes highly sticky for police departments.
“it becomes just so sticky.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 20:18
Axon has a strong competitive moat.
“So it's just like it has a strong moat.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 20:54
Flock cameras increased police clearance rates but created major civil-liberty and privacy concerns.
“it has had a massive increase in police clearance rates, but it has also had massive civic and privacy, like civil liberty and privacy implications.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 22:21
Axon’s Q2 2026 revenue rose 35%, its tenth consecutive quarter above 30% growth.
“Q2 2026 revenue was up 35%. Yeah. 10th consecutive quarter of revenue above 30%”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 22:56
Axon’s net revenue retention was 126%.
“Net revenue retention was 126%.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 23:12
Axon had a 3% profit margin, with $29 million profit on $904 million revenue.
“3% profit margin. That's tight. $29 million profit on $904 million revenue.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 23:45
Bryce is holding Axon but will not increase his position after its decline.
“I'm holding it, but I'm not doubling down on the recent fall.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 24:16
Axon’s DraftOne AI saved police departments approximately 70% of paperwork time.
“it was saving police departments like 70% of time on paperwork.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 24:50
Axon remains founder-led, with Rick Smith owning approximately 3.5%.
“it's a founder-led business. Rick Smith, the founder, still, he owns like 3.5% of them, but it's like he owns $1 billion worth of the stock still.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 25:08
Hub24 and Netwealth have fallen 45% and 55% from their highs, respectively.
“Hub24 is down 45% from its highs. Netwealth is down 55% from its highs.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 25:41
Mandatory superannuation contributions provide a stable cash flow for wealth platforms.
“12% of people's pay going to super, going to these platforms. Cash cow. Cash cow. That's not changing.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 27:23
Hub24 led inflows for ten quarters and increased market share to 9.9%.
“The past 10 consecutive quarters, HUB24 was first for inflows. It's increased its market share to 9.9% from 8.6%.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 27:54
Hub24 is used by 37% of Australian financial advisors, up from 21% in 2022.
“37% of Australian financial advisors now use HUB24. That's up from 21% in June 2022.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 28:13
Hub24 funds under administration reached $139.5 billion, up 24% year over year.
“Funds under administration reached $139.5 billion, up 24% year on year.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 28:27
Bryce expects Hub24’s growth story to continue and considers it a future buy.
“for me, I don't think it stops. So at some point this becomes a buy.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 29:23
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
What others have said about Bryce Leske
1 statement · 1 neutral
Bryce made no portfolio changes during the quarter.
“I made no changes to my portfolio”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 11:30
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.