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Surf’s up! These stocks are riding huge thematics

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:
  • Web3 & Crypto
    • Owen’s stocks/ideas to watch:
      • Coinbase Inc (NASDAQ: COIN)
      • BetaShares Cryptocurrency ETF (ASX: CRYP)
      • Ethereum (CRYPTO: ETH)
    • Resources:
  • Electric vehicles
    • Is Tesla Inc (NASDAQ: TSLA) still a buy?
    • Other EV stocks to watch: NIO (NYSE: NIO), XPeng (NYSE: XPEV, RIVN (NASDAQ: RIVN)

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~~ A note for transparency: we receive nothing ~~

Rask (our business) or Owen do not receive anything if/when you use the coupon code. We teamed up with 7investing simply because I – Owen – like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon Erickson. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing

Want more of Rask’s best investment ideas? Please, right this way…

To get 6 months of Owen and the Rask analyst team’s ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.

Date of recording: December 22nd, 2021

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Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.