3 Software Stocke Everyone's Missing episode artwork

EPISODE · Dec 4, 2025 · 15 MIN

3 Software Stocke Everyone's Missing

from Ticker Take · host Jon Erlichman

As AI continues to dominate market attention, some profitable software companies are being overlooked. That’s the view from successful investor Zac Hartley, who is constantly on the hunt for disconnects in the market. He notes that while investors are bidding up the perceived AI winners, they are also ignoring solid software names that are growing and may become even more efficient as AI tools advance. He shared his take on 3 stocks in particular. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Why we're focusing on software stocks 0:51 Why Zac thinks AI stock valuations are inflated 2:03 Why Zac sees an opportunity in software stocks 2:45 Understanding swing trading vs long-term investing 3:53 Zac's playbook for being a successful swing trader 5:19 Stock 1 - Adobe (ADBE) 8:18 Stock 2 - LegalZoom (LZ) 11:36 Stock 3 - Toast (TOST) Our thanks to Zac for joining us on Ticker Take! You probably know Zac has a popular channel on YouTube. If you don't, check it out and subscribe here: https://www.youtube.com/c/ZacHartley Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Dec 4, 2025

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3 Software Stocke Everyone's Missing

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