{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/69e9819c25bb163409cc16b7?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Which Aussie software stocks are ready to rebound with Jared Pohl","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1776913466463-f4b1146f-f2c5-443f-9762-ee6b4688fcb6.jpeg?height=200","description":"<p>Software stocks have been smashed as AI hype reshapes the market narrative, but is this a structural shift or a classic overreaction? Bryce and Alec sit down with ECP’s Jared Pohl to unpack what’s really changed, what hasn’t, and where investors should be looking. From moats beyond code to why some SaaS names may come out stronger.</p><p><br></p><p>Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free. To learn more about ECP, visit their website at <a href=\"https://ecpam.com\" rel=\"noopener noreferrer\" target=\"_blank\">https://ecpam.com</a><a href=\"https://ecpam.com/growth/\" rel=\"noopener noreferrer\" target=\"_blank\">.</a></p><p><br></p><p><strong>In this episode: </strong></p><p>00:00 The software sell-off and big question for investors</p><p>00:47 Jared Paul joins: owning losses and market reality</p><p>02:09 Has anything fundamentally changed for growth investors?</p><p>03:37 How deep the software sell-off really is</p><p>05:14 Why software isn’t the real moat</p><p>08:11 Which software companies are actually at risk</p><p>13:43 Valuations reset: opportunity or warning sign?</p><p>18:21 The bull case: AI-driven productivity and future upside</p><p><br></p><p><strong>ETFs and stocks mentioned: </strong>WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), SEEK (ASX: SEK), Carsales (ASX: CAR), Constellation Software (TSX: CSU), Salesforce (NYSE: CRM), Megaport (ASX: MP1), Samsara (NYSE: IOT), Cloudflare (NYSE: NET), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), Block (NYSE: SQ), CrowdStrike (NASDAQ: CRWD), Pro Medicus (ASX: PME), NextDC (ASX: NXT), TechnologyOne (ASX: TNE), Codan (ASX: CDA), Costco (NASDAQ: COST), Walmart (NYSE: WMT)</p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a&nbsp;<a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a>&nbsp;or&nbsp;<a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p>And come and join the conversation in the Equity Mates&nbsp;<a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –&nbsp;<a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p><br></p><p>Keep up with the news moving markets with our&nbsp;<a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a>&nbsp;and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a>&nbsp;|&nbsp;<a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p>We’re particularly excited to share our latest show: Basis Points</p><ul><li>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a>&nbsp;|&nbsp;<a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</li><li>Watch on&nbsp;<a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></li><li>Read the&nbsp;<a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></li></ul><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><ul><li>Download our free&nbsp;<a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></li><li>Or our free&nbsp;<a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></li><li>Find company information on&nbsp;<a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></li><li>Research reports from&nbsp;<a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></li><li>Track your portfolio with&nbsp;<a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></li></ul><p><br></p><p>———</p><p><br></p><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.</p><p><br></p><p>———</p><p><br></p><p>Equity Mates Investing is a product of Equity Mates Media.</p><p><br></p>","author_name":"Equity Mates Media"}