avatar

FANGs: Now a value play? Ft. Kanish Chugh

Australian Investors Podcast
Australian Investors Podcast
Episode • Feb 4, 2022 • 44m

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:



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.

Invest. better. With The Australian Investors Podcast. Subscribe on Apple.

When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come.

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)!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Switch to the Fountain App