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Surf's up! These stocks are riding huge thematics
Season 4 · Episode 1

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.

Australian Investors Podcast

January 4, 202240m 39s

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Show Notes

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


  • 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


  • Electric vehicles
  • Is Tesla Inc (NASDAQ: TSLA) still a buy?
  • Other EV stocks to watch: NIO, XPENG, RIVN


Watch the video version on the Rask Australia YouTube page.


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Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.


Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg


Date recorded: 22nd December 2021

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