Home Switzer TV Mispriced ASX stocks, defensive plays, and Xero’s CEO on why it’s an AI winner | Switzer TV | 25 May 2026

Mispriced ASX stocks, defensive plays, and Xero’s CEO on why it’s an AI winner | Switzer TV | 25 May 2026

Xero CEO sits down for a rare on-camera interview about the AI question facing her company, two senior fund managers independently name the same ASX stock as undervalued, and a leading advisor explains why this year's budget reforms may backfire on the very investors they were meant to help.

Watch the full episode here:

The Xero CEO sits down for a rare on-camera interview about the AI question facing her company, two senior fund managers independently name the same ASX stock as undervalued, and a leading advisor explains why this year’s budget reforms may backfire on the very investors they were meant to help.

 

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On this week’s show:

  • Elfreda Jonker from Alphinity Investment Management on the three ASX stocks her firm thinks the market is materially mispricing, and why Aristocrat Leisure has a growth story most investors are missing
  • Adam Dawes from Shaw and Partners on why this year’s budget reforms may end up hurting the buyers they were meant to help, plus three ASX names he wants in client portfolios right now
  • Xero CEO Sukhinder Singh Cassidy in a rare extended interview on why the market is getting AI wrong, and why she thinks Xero will end up a clear winner from the disruption
  • Jun Bei Liu from TenCap on the one stock she says investors can put in the bottom drawer and forget about, and what to buy if next month’s tax-loss selling creates a buying opportunity

 

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Each week after Switzer Investing TV goes to air, we compile the stocks and ETFs discussed by our expert guests into this convenient summary for Switzer Report subscribers. Use it to quickly compare the expert takes, revisit key quotes, and keep track of what our experts are watching.

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