Which Aussie software stocks are ready to rebound with Jared Pohl

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 investors00:47 Jared Paul joins: owning losses and market reality02:09 Has anything fundamentally changed for growth investors?03:37 How deep the software sell-off really is05:14 Why software isn’t the real moat08:11 Which software companies are actually at risk13:43 Valuations reset: opportunity or warning sign?18:21 The bull case: AI-driven productivity and future upside22:37 Real productivity gains vs AI washing25:34 Quick fire: Top ASX tech stocks (At risk or not?)32:26 Basically a value manage now - position sizing in the chaos34:31 The final three: best business, best resource, best adviceETFs 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)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———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.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.