In this episode of The Australian Investors Podcast analyst Owen Rask and 7Investing adviser Dr Anirban Mahanti identify 3 investing thematics for 2022: web3, electric vehicles & cybersecurity.
The 3 thematics covered by the experts
- Cybersecurity
- Anirban’s stocks to watch:
- Okta Inc (NASDAQ: OKTA)
- Cloudflare (NYSE: NET)
- Crowdstrike (NASDAQ: CRWD)
- Zscaler Inc (NASDAQ: ZS)
- Resources:
- (Free) Anirban’s Zoom presentation
- Anirban’s stocks to watch:
- Web3 & Crypto
- Owen’s stocks/ideas to watch:
- Coinbase Inc (NASDAQ: COIN)
- BetaShares Cryptocurrency ETF (ASX: CRYP)
- Ethereum (CRYPTO: ETH)
- Resources:
- (Free) MIT Blockchain course
- Owen’s stocks/ideas to watch:
- Electric vehicles
- Is Tesla Inc (NASDAQ: TSLA) still a buy?
- Other EV stocks to watch: NIO (NYSE: NIO), XPeng (NYSE: XPEV, RIVN (NASDAQ: RIVN)
Related video: why Anirban sold some of his Tesla stock
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Why on earth would I bother listening to this episode?
The Australian Investors Podcast brings together Australia’s best investors. Weekly episodes by investors, for investors.
In this episode, Owen and Anirban provide an overview of 3 important thematics all growth investors should know: cybersecurity, electric vehicles and Web3.
If you’re looking to learn the basic — but important — stuff about these three themes, watch this episode.
The duo will also share some of their best ideas to play the theme in 2022 and beyond.
Want more videos? We got you…
Watch the video (and all of our previous episodes) on the Rask Australia YouTube page.
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“The best part was the disclaimer” – said no-one ever
This information warning is actually important (that’s why we write it in the same size font… unlike our competitors).
This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia’s Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.
Date of recording: December 22nd, 2021
