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.
Date of recording: December 22nd, 2021
