# 4 anti-hype anti-AI compounders, with Chloe Stokes and James Rodda

Page: https://stenobird.com/podcast/buy-or-sell-7811758/4-anti-hype-anti-ai-compounders-with-chloe-stokes-and-james-rodda
Text version: https://stenobird.com/podcast/buy-or-sell-7811758/4-anti-hype-anti-ai-compounders-with-chloe-stokes-and-james-rodda.md
Podcast: [Buy or Sell](https://stenobird.com/podcast/buy-or-sell-7811758)
Published: 2026-06-04T19:03:00+00:00
Episode link: https://shows.acast.com/buy-or-sell/episodes/4-anti-hype-anti-ai-compounders
Audio file: https://sphinx.acast.com/p/open/s/69d73b5934b90cef2bd16288/e/6a20d682922ad3e69b0d4a7b/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/buy-or-sell-7811758/episodes/4-anti-hype-anti-ai-compounders-with-chloe-stokes-and-james-rodda
Duration seconds: 841

## Resource

While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble. James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell. Chapters: 00:00:00 Introduction 00:00:39 ING Group: Banking Compounder 00:02:39 Brookdale Senior Living Boom 00:04:41 Sage Group’s AI Opportunity 00:06:32 Why IWG Could Win 00:08:46 Sponsor Message 00:09:45 Why Paramount Skydance Sells 00:11:49 Meta’s AI Spending Problem Stocks Mentioned: ING Groep (NYSE: ING), Brookdale Senior Living (NYSE: BKD), Sage group (LON: SGE), IWG/International Workplace Group (LON: IWG), Paramount Skydance (NASDAQ: PSKY), Meta Platforms (NASDAQ: META) ——— Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au . ——— 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 ) Want more from Buy or Sell host Ally? Check out Basis Points Listen to the podcast ( Apple | Spotify ) Watch on YouTube Subscribe to the weekly email ——— 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…

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