Bryce and Alec bring you Australia’s best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!
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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.
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 https://ecpam.com.
In this episode:
00:00 The software sell-off and big question for investors
00:47 Jared Paul joins: owning losses and market reality
02:09 Has anything fundamentally changed for growth investors?
03:37 How deep the software sell-off really is
05:14 Why software isn’t the real moat
08:11 Which software companies are actually at risk
13:43 Valuations reset: opportunity or warning sign?
18:21 The bull case: AI-driven productivity and future upside
22:37 Real productivity gains vs AI washing
25:34 Quick fire: Top ASX tech stocks (At risk or not?)
32:26 Basically a value manage now – position sizing in the chaos
34:31 The final three: best business, best resource, best advice
ETFs and stocks mentioned: 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)
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