Episode
5 smashed ASX software stocks that could rebound
- Podcast
- Buy or Sell
- Published
- Jun 11, 2026
- Duration seconds
- 871
- Processing state
not_requested- Canonical source
- https://shows.acast.com/buy-or-sell/episodes/5-smashed-asx-software-stocks-that-could-rebound
- Audio
- https://sphinx.acast.com/p/open/s/69d73b5934b90cef2bd16288/e/6a2a323f9ba728c4e0fa17b4/media.mp3
Actions
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Summary
Are we seeing signs of a turnaround in software stocks? In this episode, Luke Laretive from Seneca and Hayden Beamish from Endeavor take a look at some of Australia’s SaaSpocalypse victims to see which ones could be in for a rebound. Stocks Mentioned: REA Group (ASX: REA) Zip Co (ASX: Z1P) Xero (ASX: XRO) Life360 (ASX: 360) Siteminder (ASX: SDR) Chapters: 00:00:00 Introduction 00:00:38 REA’s Durable Property Moat 00:02:47 Zip’s Remarkable Turnaround 00:05:17 Xero Faces AI Questions 00:09:01 Life360’s Disruption Debate 00:11:24 Siteminder’s Hidden Strengths ——— 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 today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should conside…