businessFeb 4, 202244:48pending
FANGs: Now a value play? Ft. Kanish Chugh
About this episode
Meta Platforms Inc (NASDAQ: FB) stock price crunched. Amazon.Com Inc (NASDAQ: AMZN) takes flight. Is this end of FANG stocks? Or...
Are FANG stocks cheap?
Show notes: https://bit.ly/fang22
In this episode of The Australian Investors Podcast analyst Owen Rask and ETF Securities' Kanish Chugh talk about FANG stocks, the FANG+ ETF and make the case for FANG stocks to stave off inflation.
Resources:
FANG+ ETF holdings
GOLD: Owen & Kanish's chat
Twitter thread: Facebook's Chess Move on Gaming
US stocks mentioned in this Australian Investors Podcast episode include:
Meta Platforms Inc (NASDAQ: FB)
Alphabet Inc (NASDAQ: GOOGL)
Apple Inc (NASDAQ: AAPL)
Microsoft Corp (NASDAQ: MSFT)
Tesla Inc (NASDAQ: TSLA)
Amazon.com Inc (NASDAQ: AMZN)
Baidu Inc
Alibaba Holding (NYSE: BABA)
ETFs discussed in this podcast include:
ETF Securities GOLD ETF (ASX: GOLD)
ETF Securities FANG ETF (ASX: FANG)
Cryptocurrencies mentioned in this podcast:
Bitcoin (BTC)
ASX shares that get a mention:
Redbubble Ltd (ASX: RBL)
Cochlear Ltd (ASX: COH)
Amcor Ltd (ASX: AMC)
Slater & Gordon Ltd (ASX: SGH)
The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets.
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Show notes
In this episode, Owen and Kanish discuss:
The rise of inflation across the world
How the GOLD ETF has performed since inflation has become the talk of the town
The FANG ETF and why it booted Twitter in favour of Microsoft
Owen's four-point checklist for companies to avoid (see below)
Microsoft's dominance and the takeover of Activision Blizzard
Facebook/Meta Platforms' $300 billion wipe-out and what it means
Why Apple & Google have gained at the expense of Facebook/Meta Platforms
YouTube's dominance -- it's now bigger than Netflix Inc (NASDAQ: NFLX)!
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